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What To Expect From Stockopedia?

Why Stockopedia?

It’s an online company that was established within the UK by Edward Page-Croft as well as Dave Brickell, both of who worked for London’s City of London, but decided to establish their own online company.

Stockopedia began with the UK market, but it now covers the entire major stock market around the globe. It provides the type of information that management of hedge funds and the top stockbrokers utilize in easy and informative methods. The data is via Thomson Reuters, so it’s the 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 sign in to an account.

As I type that, they’re offering a no-cost 14-day trial.

Stockopedia is a site that, as the designers claim, was designed by people who are like me.

Its features are intended to function “straight right out of the package” however, they also give you the depth and the range to give investors who are not experts knowledge to compete with professionals who manage funds.

Naturally, the success or demise in my investment portfolio will become easy to be able to discern in the long-term outcomes. You will be able to read about the improvements I make on my blog posts. However, in the beginning I can say that the outcome of my Stockopedia review is generally positive.

The biggest benefit for me is the speed with the ability to study and evaluate companies while looking for stocks to purchase.

Stockopedia Review:

The top feature #1 Screening

With the screen function it is possible to narrow the vast array of businesses to the ones you would be interested in investing in. There are numerous”Guru Screens” or “Guru Screens” already loaded into the system, which are based on the basic principles of the leading investors.

As a novice at investing, it’s useful to look through to the stocks that satisfy a few of the criteria that match my investment preferences (a combination of long-term dividend growth as well as low debt, and the size of the company that could mean they won’t go off course when the next recession comes around).

If I find a particular stock that is listed on multiple lists, I note the name down and research further.

Screening lets you add the search parameters of your choice as I’ve done with this set of criteria recommended for me by my friend (the six-figure dividend-earner who is who is still in his thirtys) 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 more than 15 percent
Dividend yield >4%

Stockopedia Review:

The top feature 2: Valueful information that is live and easily delivered

When you’ve identified certain stocks that you’d like to research further, go to the information page.

All the information I’m sure I’ll have ever need (and lots more I’m not understanding) is available on one page.

My personal favorites are:

Bar graphs in real time appear, showing how each aspect of the business’s operations have evolved over time. You want to know if the dividend has always increased and how it compares to the cover for dividends or profits per share… It’s easy simply move your mouse over each of the elements and then up comes.
It is possible to see how many Guru Screens the stock is passing through at the moment.
The Benjamin Graham value formula plus other valuation metrics are described in the header below.

Utilizing this information, and the lessons Mike I’ve learned about dividend coverage as well as free cash flow and dividend growth, I’ve been able to find stocks quite quickly, and so far they’ve been working very well.

Stockopedia Review:

Third feature: Top Stock Rankings

The Stock ranks is a technique developed by Stockopedia to rank markets of stocks based on the fundamentals of worth (how affordable or expensive it is) as well as high quality (how strong or fragile the company is) and the speed of change (whether the stock has been declining or rising in the past three to twelve months).

The system gives each stock a rank between zero and 100 based on a mix of these variables. You can remove elements you don’t like.

Your skeptic mind could be thinking – like mine did – that putting your financial plan on other’s opinions is not a safe decision However, they’re quite aware of the method if they click the words that they use and publish historical numbers.

Stockopedia Review:

Top feature #4: Portfolio bubble charts

After you’ve identified the stocks that you like, you can add them to the portfolio to see how they compare in simple charts.

It doesn’t mean that you’ve purchased them, but it does mean that you’re adhering to the guidelines. In fact, Stockopedia does not link to any broker to ensure its independence. The thing I love with this approach is you are able to determine how your choices are compared by triangulating the opinions based on the 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 monitor their progress as they progress. If a particular stock you’ve purchased is losing value, you can spot it quickly and reduce the losses by taking money to invest in other stocks.

Two things are appealing to me regarding this:

1. The speed with you can assess the condition of your portfolio You can immediately see which stocks are performing the 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 purchasing and selling. This is the reason that had kept me from investing in a way prior to (prior until July of 2017 when I had never purchased units trusts).

Stockopedia Review:

Top five feature: Ebooks Forums and Help

If you’re investing using specific strategies (e.g. dividend growth) is important to have a sounding board thoughts and also a place to receive education.

The forums and ebooks Stockopedia has provided have been very 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 pleasant to go through the manuals and find out that the method that Mike I’ve learned from him is now being utilized by smaller investors.

Do you want to know is Stockopedia good? Find out by reading this review…

When I write the course of my Stockopedia analysis, I won’t ignore that the Live Help feature which is a great feature.

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 in the saying”No question is stupid “No Question is a Stupid Question” You’ll should be asking plenty of questions. Stockopedia has been supportive of in this.

In summary…

After having read my Stockopedia review and also the outcomes my portfolio has produced I’m sure you’ll be pleased to learn that even at this stage I’m an ardent fan.

The first six months of investing were marked by the flash crash of February (the most significant drop of points in a single day in Dow Jones history). My investments fell 2.4 percent, which was a lot less than the UK market’s drop of 2.6 percent, so I outperformed the market!