John's Story

How did you pick investments before you used Stockopedia?

"I moved to New York in 1990 and all the “water cooler” talk was about what to invest in next. People were very open about investments. Being new to investing, I hired Merrill Lynch who created and managed my portfolio. By 1994, they had managed to lose money on my portfolio and charged a lot for doing so.

I then started DIY investing by setting up a US Schwab account (also has excellent stock research) and subscribing to a number of research tools. I used a database to choose stocks - particularly stocks I was aware of - and followed a contrarian approach. I was in the semiconductor technology industry and in the late 90’s dot-com boom everything went well – I thought I was the master investor. Although I was aware of asset allocation, I didn’t really follow a balanced portfolio so when the dot-com bubble burst my portfolio got decimated (a great learning period).

In 2001 I returned to the UK with the burning embers of my US portfolio, having learned some very instructive and painful lessons. I retained my portfolio in the US and looked to set up a UK investment portfolio. However, with the limited number of UK tech stocks I decided to pursue more of a global equity-income portfolio. I set up a portfolio at Barclays and used lots of shares magazines etc, but stock selection was still a problem.

In 2011 I joined an Investment Club which helped with stock research however it wasn’t until 2017 that I subscribed to Stockopedia. This has made a significant difference in research and selection of stocks (and funds) and well-aimed articles help in the thinking process."

Has using Stockopedia changed your approach to investing?

"Stockopedia has given me more confidence in the investment process. Having been through the dot-com bust, the 2008-9 financial crisis, the coronavirus pandemic and one of the longest bull markets on record, it is essential to stay invested in the market ensure that platform/trading costs are minimized and that reasonable valuations are used.

Stockopedia is a great source of information to make good investment decisions - so many thanks!"

John uses Stockopedia to improve his confidence in his investment decisions

Has using Stockopedia changed your approach to investing?

"Stockopedia has given me more confidence in the investment process. Having been through the dot-com bust, the 2008-9 financial crisis, the coronavirus pandemic and one of the longest bull markets on record, it is essential to stay invested in the market ensure that platform/trading costs are minimized and that reasonable valuations are used.

Stockopedia is a great source of information to make good investment decisions - so many thanks!"

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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
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