Why Stockopedia?
It’s an online business that was founded by a couple in UK by Edward Page-Croft as well as Dave Brickell, both of who worked for London’s City of London, but quit to start their own online company.
Stockopedia began by covering the UK market, but it now covers the entire major stock market across the globe. It offers the kind of data that the hedge fund’s managers as well as top stockbrokers use in straightforward and informative methods. The data is directly from Thomson Reuters, so it’s top-of-the-line.
Accounts are priced in the range of $250 annually (depending on the location you’d like to focus on) and all tools are available after you sign up and login to your account.
As I type that, they’re offering a no-cost 14-day trial.
Stockopedia The site’s creators claim, was created for those like me.
The features of the program are designed to function “straight right out of the package” however, they also give you the depth and the range to provide investors with the knowledge to compete with professional fund managers.
The success or failure in my investment portfolio will become easy to observe in the longer-term outcomes – and you will be able to read about the improvements I make on my blog posts. But when asking whether is Stockopedia good, in the beginning the outcome of my Stockopedia review is generally positive.
The biggest benefit for me is the speed at that you can search and filter companies while looking for stocks to purchase.
Stockopedia Review:
The top feature #1 Screening
By using the screening feature allows you to narrow the plethora of businesses to the ones you would be interested in investing in. There are numerous”what’s known as “Guru Screens” already loaded into the system, which are based on the fundamentals of leading investors.
As a novice at investing, it’s beneficial to go through to the stocks that fit a couple of criteria that match my investment preferences (a combination of long-term dividend growth as well as low debt, and an amount that should mean they won’t go off course when the next recession comes around).
If I spot a stock on several lists, I write the name down and research further.
Screening lets you use any search terms you want to use as I’ve done with this set of criteria recommended for me by my friend (the dividend-earner with six figures who is currently in his late 30-somethings) Mike Roberts. Here’s his list of recommendations:
Net Debt = 0 (i.e. overall , the business is credit-worthy)
Equity returns averaged over the past 5 years of greater than 15 percent
Dividend yield >4%
Stockopedia Review:
Second feature at the top: Valueful live, real-time information, easily provided
When you’ve identified the stocks you’d like to research further, navigate to an information page.
All the information I’m sure I’ll need (and many more that I’m not understanding) is on one page.
My favorite songs are:
Instant bar graphs show how each aspect of the business’s operations have evolved over time. You want to know if the dividend has always increased and then compare it to the dividend cover or dividend per share… simple to do is click on every element and it comes.
It is possible to see how many Guru Screens the stock has in the present moment.
The Benjamin Graham value formula plus other valuation metrics are listed in the header below.
Based on this knowledge and what Mike I’ve learned about dividend coverage as well as free cash flow and dividends, I’ve been able to find stocks quite quickly, and so far they’ve performed quite well.
Stockopedia Review:
The top feature is #3: How Stock Rankings
The Stock ranks is a method developed by Stockopedia to classify stock prices on the market based on the fundamentals of worth (how affordable or expensive it is) as well as high quality (how robust or fragile the company is) and the speed of change (whether the stock has been increasing or decreasing in the last 3-month period).
The system gives each stock a rank of zero to 100 based on a mix of these variables. You can remove elements you don’t like.
Your skeptical mind may be thinking – just as mine did – that putting your financial security on who has a different opinion is a risky decision However, they’re quite aware of the method if they click the words employed and they release historical data.
Stockopedia Review:
Top feature #4: Portfolio bubble charts
After you’ve identified the stocks you like , you can place them in an investment portfolio and observe how they compare in simple charts.
It doesn’t mean that you’ve purchased them, but it does mean that you’re adhering to their guidelines. In fact, Stockopedia does not have a link with any brokerage to ensure its integrity. The thing I love with this approach is you’re able to determine how your choices compare by triangulating your decisions based on financial data that summarize its strengths in terms of quality, value and momentum.
Since these charts are real-time after you’ve made your investment, you’ll be able to move the stocks that you’ve actually purchased to another portfolio and keep track of the progress of each as they progress. If a particular stock you’ve purchased is slipping, you can track it quickly and reduce your lossesby taking your money to invest in other stocks.
Two things entice me regarding this:
1. The speed with that you’re able to check the condition of your portfolio is quick and easy to see which stocks are looking toughest in your portfolio. since the charts are updated each day, you’re always working on the most up-to-date information.
2. The confidence it gives you to make the right decisions when it comes to the buying or selling of your assets. This is what has held me from investing in a way prior to this (prior up to the month of July 2017, when I had never purchased Unit trusts).
Stockopedia Review:
Top 5th feature: Ebooks, Forums and Help
If you’re investing in an esoteric strategy (e.g. dividend growth) is important to have a forum for thoughts and also a place to receive education.
The eBooks and forums Stockopedia provides have been extremely beneficial here.
While I’m pretty much following the advice of my friend Mike Roberts and combining that with the Guru Screens and stock rankings however it’s enjoyable to look through the manuals and find out that the general approach Mike was able to teach me has been utilized by smaller investors.
When I write the course of my Stockopedia analysis, I won’t not leave out that the Live Help feature which is excellent.
I’ve asked a variety of questions on this site and they are quickly addressed with no hint that my question might be “basic”. If you believe”No question is stupid “No Question is a Stupid Question” then you’ll need to ask plenty of questions. Stockopedia has helped in this.
In summary…
After reading my Stockopedia review and also the success my portfolio has produced You won’t be shocked to find out that, at this point in time I’m an ardent fan.
My first six months of investing were marked by the flash crash of February (the biggest drop in points within a single day of Dow Jones history). In that crash, my investments fell 2.4 percent, compared to the UK market’s decline of 2.6 percent. So even so, I outperformed the market!
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