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."

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.

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