John's Story

Before Stockopedia, how did you go about finding investments?

"My previous approach to picking investments was haphazard. I used a mix of sources (magazines, internet etc) that were often contradictory and combined this with very limited research. I often ended up just buying companies that I was aware of as a consumer or those with recognised brands or high profiles."

In what way has Stockopedia changed your approach to investing?

"Yes - I now maintain a clear record of the reason for the initial purchase and screen potential purchases according to sector, StockRank, RiskRating and style."

John uses Stockopedia to help manage his investments.

Has this impacted your investment results and/or quality of life?

"Since joining three years ago, I have used a combination of the NAPS portfolio, some stocks highlighted by Paul Scott, some stocks I've selected based on my own screening and a number of Investment Trusts providing some International exposure.

The overall result has been 2%, 7.6% and 7.6% market out performance in 2015, 2016 and 2017 respectively (with dividends reinvested). I think this is pretty impressive given how hard it is to beat a total return index. By comparison, the portfolio of funds managed by my IFA over the same period has also performed pretty well with market our performance in 2 out of the last 3 years BUT the portfolio managed by me (with Stockopedia's significant help!) has produced significantly better returns, a total return of 40.5% (£233,000) beating the market by 17.2% and beating my IFA by 15% over the 3 years since subscribing."

What's your advice for investors that are just starting out?

"My advice would be: don't overtrade - give your stock choices time to perform. Make sure to rebalance yearly or, at most, every six month.

Use the Stockranks, risk and style ratings as an indication of what to buy and not buy.

Diversify across market sectors

Recognise that picking one or more big winners will involve some losing selections but its the aggregate return across all stock selections that matters"

A subscription to Stockopedia will be one of the best investments you'll ever make...

Here's what you'll get:
A decade of research into what works in stock markets
Millions of pounds of platform investment
Countless hours of research time saved
Access to hundreds of educational articles and ebooks
A 25 strong team of professionals working flat out for you
A team of the very best bloggers acting as mentors
Saving you thousands in advisory fees every year
Starting at less than £19 per month

Stockopedia is the perfect solution for the time-poor individual investor looking for results

Get started for free

After your free trial, plans start at less than £19 per month. With a one
month money back guarantee, there's no risk.

© Stockopedia 2018, Thomson Reuters, Share Data Services.
This site cannot substitute for professional investment advice or independent factual verification. To use it, you must accept our Terms of Use, Privacy and Disclaimer policies.