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!"

A subscription to Stockopedia will be one of the best investments you'll ever make...

Here's what you'll get:
A decade of research into what works in stock markets
Millions of pounds of platform investment
Countless hours of research time saved
Access to hundreds of educational articles and ebooks
Over 30 talented professionals working flat out for you
A team of the very best bloggers acting as mentors
Saving you thousands in advisory fees every year
Stockopedia is the perfect solution for the time-poor individual investor looking for results
Starting at less than £23 per month

After your free trial, plans start at less than £23 per month. With a one month money back guarantee, there's no risk.

© Stockopedia 2022, Refinitiv, Share Data Services.
This site cannot substitute for professional investment advice or independent factual verification. To use it, you must accept our Terms of Use, Privacy and Disclaimer policies.