Mark's Story

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How did you pick investments before you used Stockopedia?

Mainly through investing magazines. Occasionally an interesting idea would crop up through a bulletin board but not often. My analysis tended to be fairly basic, with as much weight given to a company's business model and reputation as to financial fundamentals.

Has using Stockopedia changed your approach to investing?

Yes - it's far more structured now and based around a scoring sheet I’ve developed that aggregates key ratios and balance sheet data from your screens plus data from other 'alternative' sources such as Glassdoor.

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Mark uses Stockopedia to feel happier and more confident with his investing decisions

Has Stockopedia impacted your investment results or quality of life?

Better than previously. I’m also happier with my investment decisions now and less worried that I’m at risk of speculating rather than investing.

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

Learn about the different approaches to investing, become familiar with investing terminology and learn how to make sense of company accounts. Definitely subscribe to services like Stockopedia. Finally, don't be in a rush to make big money - take your time, enjoy the process, and realise there will be some knocks and challenging times along the way.


Disclaimer - Testimonials are provided by third parties for informational purposes only and are not intended and should not be taken to be financial product advice.

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