Stephen's Story

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.

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.

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.

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.