Marty's Story
How did you pick investments before you used Stockopedia?
After my wife and I retired and relocated out of Brisbane we had about A$600,000 in investable funds.
I started by putting some money into managed funds. After a poor experience with a large fund that left me 5% down on day one, I decided that there had to be a better way. I have never used a fund manager or investment adviser since.
About this time Amazon started selling books and I purchased a selection of investment books, including "The Zulu Principle". It is fair to say the Zulu Principle had the largest effect on my investing. I started subscribing to a firm in Australia that was similar to Stockopedia but in a much smaller way. This worked great and I beat the market in a modest way. They were then taken over and promptly closed down - for the next few years I flew blind.
Has using Stockopedia changed your approach to investing?
I use Stockopedia to screen stocks with a combination of criteria. I start with the StockRank and each of the Value, Quality, and Momentum Ranks. I look at the Piotroski F-score, Altman Z2-Score, ROE, P/E, Market Cap, and Dividend. I adjust values to get about 20 to 30 candidates and then look at the result, selecting shares that give a fair spread of industries and don't duplicate shares already held.
This is mostly a mechanical process and I trust Stockopedia.
Marty trusts Stockopedia to help with his investment processes
Has Stockopedia impacted your investment results or quality of life?
About two and a half years ago I started with Stockopedia and rearranged my portfolio - and things improved greatly. I measure my performance against the Australian All Ordinaries Accumulation Index and currently sit about 6% above over the last year and a half.
I've improved my results significantly and reduced the time required to select shares to buy and sell.
What's your advice for investors that are just starting out?
Keep learning!
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.
A subscription to Stockopedia will be one of the best investments you'll ever make...
Here's what you'll get:
- Find stocks likely to perform with proven Quality, Value and Momentum ranks
- Analyse shares in minutes, not hours with an all-in-one research platform
- Develop a consistent strategy with daily guidance and educational webinars
- Track and improve your results with portfolio analysis tools
- Become a self-reliant investor, saving thousands in advisory fees
Stockopedia is the perfect solution for active investors looking for more discipline and better results