Roger's Story

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.

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.

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.

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.