Rays' Story

Before Stockopedia, how did you go about finding investments?

"I first had colleagues who were partners in an investment management firm close to my previous home and they were advisers to me before they retired. I relied upon instincts and very little chart or statistical analysis. Now I am retired, I tend to look more for good dividend returns to supplement my pension and grow my ISA."

In what way has Stockopedia changed your approach to investing?

"Having been a lending officer in the Head Office of a joint stock bank, I have been keen on reading financial results and forecasts (although I am always sceptical on the latter). I find your Quality, Value and Momentum and StockRank analysis excellent plus the extremely useful analysis of the accounts plus a brief description of the business; all this on one page. I also look forward to Paul Scott’s summary of the small business sector financial updates.

Ray uses Stockopedia to help his investments grow.

Has this impacted your investment results and/or quality of life?

"My investments using Stockopedia have generally been positive. Now in my 70’s, my investments (excluding property) have continued to grow despite some exotic holidays and a lavish 50th wedding anniversary last year. I am about to go on another cruise with further holidays to come in 2017. Therefore, things are looking positive and annualised financial results from using Stockopedia have beaten the market."

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

"We all have our favourite shares but don’t hold on to them too long – we’ve all done it to our costs and with me it is Stagecoach. Do your own investigation and the Stockopedia analysis provides a great base. However, read what is happening in the economy and use common sense when investing."

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