Jon's Story

How did you pick investments before you used Stockopedia?

"Prior to Stockopedia I used bulletin boards and other ‘expert’ tips which I followed up with a little of my own research which consisted mostly of just looking at the last 2-3 years of share price history. Also just tended to invest in well-known names from the FTSE 100."

Has using Stockopedia changed your approach to investing?

"I now look far deeper into a company's financials, looking at debt and profit levels mainly as I still have much to learn about the other areas. I also look at the longer-term outlook and tend to invest rather than trade. I have diversified my share picks to include more shares from other indices. I love Stockopedia's StockRanks system, and it's very useful to be able to talk about other subscribers' portfolios and lists."

"I love Stockopedia's StockRanks system, and it's very useful to be able to talk about other subscribers' portfolios and lists" - Jon

Has Stockopedia impacted your investment results or quality of life?

"I've made profits of around 12% in the 12 months since I first subscribed. Previously I'd made modest losses, mostly from high risk/junk type tipped shares. I spend too long reading Stockopedia's daily updates and analysis now though! I have invested a greater amount in shares now based on my reading and studying through Stockopedia."

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

"Don’t chase the tips from message boards.Be patient and aware that over-trading will cost you through broker fees. Start with a dummy portfolio to see how you get on over 3 or 4 weeks. Don’t invest what you cant afford to lose. Don’t invest amounts that are too small (say less than £1,000) as fees and spreads will swallow any profit. Use your own eyes and ears to see what’s going on in the world, and trust your own instincts if you become aware of an industry/company that seems to be doing things right. Don’t hold onto something that’s dropping through pride or belief it will recover – cut your losses unless there is an obvious reason to hold on. Don’t average down (which I have never done) as I believe 9 times out of 10 generally this will just increase loses. Don’t get too greedy if a holding is doing well. If you have made a decent profit and see that the price has maxed out with no positive news due - sell. Don’t track a holding once you have decided to sell out."

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