Julian's Story

How did you pick investments before you used Stockopedia?

"In principle, I try to find undervalued shares with the potential to outperform the FTSE All-Share over the long term - like the ones highlighted on your Jim Slater “Zulu” Guru Screen. I look to identify companies with a low PEG, higher Returns on Capital Employed and good earnings forecasts.

I use Funds to invest in World Markets, but all my individual shares are only invested on the London Stock Exchange. Within that I try to keep a balanced portfolio: no more than two shares are invested in the same sector/industry and although I consider the whole market, I prefer to have at least 50% of the shares invested in the FTSE 350. I also favour shares with a lower gearing (less than 50%) and a satisfactory dividend yield."

Has using Stockopedia changed your approach to investing?

"The beauty of Stockopedia is that all the fundamental and technical analysis is so accessible. Previously, I used several “Free” websites, because no single platform provided all the information I needed. This involved a lot of time, effort and long-hand calculations to try and obtain some meaningful data. With Stockopedia I can assess the potential of any share within a few minutes and this is not only for shares I am considering buying, but also (and probably more importantly) for shares in my existing portfolio.

I really value the Screener and Folios which are very intuitive and again save a lot of time and tedious number crunching. Other highlights (so far) are the StockRanks and the Piotroski F-Score, which I had not heard of before joining Stockopedia."

Julian uses Stockopedia to make better investment decisions

Has Stockopedia impacted your investment results or quality of life?

"As I have only been a subscriber to Stockopedia less than a year it's difficult to say given the (very) unusual economic situation and short time frame. What I do know, is that I now have a lot more information to assist me in making better decisions. And as an investor you can’t ask for more than that!"

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

"If you are happy with a low risk savings account that pays 0.5% interest a year then don’t bother with shares. Otherwise, get started, keep learning and remember: you are the person that is most interested in how your investments perform."

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