Stephen's Story
Before Stockopedia, how did you go about finding investments?
My investment selection criteria was based heavily on The Zulu Principle using a combination of Investors Chronicle and ADVFN, with general reading of the FT and my work as a Wealth Manager.
In what way has Stockopedia changed your approach to investing?
Stockopedia has become my primary source of information as I am a big fan of the one page format with a traffic light system to provide an 'at a glance' assessment of a company's current and forecast performance. I find that I have a more consistent and disciplined approach to both stock selection and ongoing risk management.
Stephen uses Stockopedia on his laptop and iPad to manage his investments.
Has this impacted your investment results and/or quality of life?
I am happy with my investment performance, which has outperformed the UK stock market (despite a poor patch post Brexit). Ironically, I now spend more time managing my finances that I did before my Stockopedia subscription, however I put this down to the quality of your offering and my enjoyment of using it.
What's your advice for investors that are just starting out?
My key message to new investors would be to keep to a tight discipline of cutting losses early and running winners as long as possible. I wish I could say I always practice what I preach, however I do feel it is very important not to have an ego about investing, accepting that no matter how carefully you research and pick your stocks, mistakes will be made. Take in on the chin, sell and move on.
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