A Rules-based Portfolio Targeting Affordable Growth. My Screen Looks For A Blend Of Value, Growth, Quality And Momentum. I Aim To Manage Risk Through Diversification And The Avoidance Of Outliers. Stock Selections Come From My Stock In Focus Screen:
Im a private investor, analyst and writer on stock markets, with a particular fondness for free cash flow, dividends and value. My main interests are UK and US stocks. Ialso have an interest in (profitable) commodity stocks. I have passed the CFA Level 1 exam and hold the CFA UK Investment Management Certificate(IMC). One of my investment interests is developing rules-based strategies such as myStock in Focus portfolio. This reflects a significant part of my personal portfolio and is the subject ofmy weekly columnhere at Stockopedia. In earlier life, I worked as an engineer in telecoms and IT. The rules-based and quantitative approach required for this kind of work undoubtedly influenced my investing style. I also learned a lot from seeing the tech bubble deflate in 2000-1, when I was working for a very large and now defunct Canadian telecoms firm.
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