Roger's Story

How did you pick investments before you used Stockopedia?

"I used to use Sharescope. The software was fine. I used it for 15 years.

I have tried professional stockbrokers who, to put it bluntly, horrified me. They managed to lose 60% of my capital. I tried to sue but my solicitor said, they considered me an experienced investor. I should have known better.

For at least 25 years I have used advice from a little monthly tip sheet. I keep a folio in Stockopedia of their recommendations. I still use some of them."

Has using Stockopedia changed your approach to investing?

"With Stockopedia I get a "second opinion" from you on all the tips and suggestions I might see. It works very well. Some tips are very high risk, and the StockRank warns me - then I tone down the amount I invest if I still like the story. The StockRank is the final check before I invest.

But the Small Cap Value Report you provide is the best feature of all. It goes into analysis that I would not know how to do myself.

So in many ways, Stockopedia is all that I need."

Roger uses Stockopedia to help him make his investment decisions

Has Stockopedia impacted your investment results or quality of life?

"I feel much more confident now. It is my hobby. I really enjoy reading the financial press, knowing I can always validate what I read through Stockopedia. I find it great fun.

I am now trying to teach my 40-year-old daughter. When she has enough to invest, I will be introducing her to you.

A big change is in my peace of mind. I now find research takes a lot less time.

Am I getting better results? Well, I am beating the FTSE hands down. I feel now it is not luck. It's from making reasoned decisions. I use the StockRanks to check suggestions from tip sheets. Then I can easily check the performance figures, take a quick look at the charts, then I buy and sell. Since the low of Covid in March last year, I am 60% up. I am very happy with that.

A good example of how Stockopedia has helped me was a share called "Warpaint". I got into that in 2019, and was horrified by the Covid drop. It was 60% down, but still showing good StockRank figures so I held on. It has now recovered, I am now 5% in profit, and it still looks cheap based on the PE ratio. The StockRanks did not write it off - the value was there, and still is."

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

"Follow the StockRanks. Set stop losses and do not trade too often. Be very careful with stocks zooming up - take profits when they get expensive. If you can, have at least 10 stocks spread between sectors, and do not invest less than £500 in each. "

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A decade of research into what works in stock markets
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