Jonathan's Story

Before I discovered Stockopedia I had read a lot of books on investing and I subscribed to Company REFS until its demise. I also regularly bought investing magazines and came across Stockopedia in a flyer from Investor's Chronicle a few years ago. Something caught my eye and when I read it I knew that this would be the ideal platform to help me refine my investment approach, particularly as I had read O’Shaughnessy’s ‘What Works on Wall Street’.

I immediately subscribed and was absolutely thrilled at the layout, data, StockRanks and the whole approach - absolutely brilliant. Having the daily updates from Paul Scott and Jack Brumby is also a massive bonus and gives us subscribers a huge advantage.

Stockopedia has not completely changed my approach to investing but it has enabled me to become much better at selecting stocks with strong potential. I follow a high Quality/Momentum strategy. I have experienced excellent financial gains which in turn has led to substantial quality of life improvements.

My ISA portfolio doubled between 2015 and 2017 and I have used the gains to pay for an extension to my property. My SIPP has increased in value from £120k on 1 January 2020 to £171k today by generally following the StockRanks Quality/Momentum approach.

My advice to investors starting out is to subscribe to Stockopedia (absolutely essential) and to read as much as you can on the subject of investment. Develop a set of rules that you can stick to rigidly - the most important being to cut any losses at an absolute max of minus 25% below purchase price regardless of the reason for the drop. I try to encourage young people to start gaining experience in investing in shares early and not to leave it as long as I did.