Stockopedia Investment Club
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The document discusses a Stockopedia investment club that was started to encourage staff to think like investors. Members buy units in the club's portfolio monthly via direct debit. The club meets regularly to review the portfolio, market, and vote on 1-3 stock pitches presented using a standardized template. The portfolio focuses on high-quality, high-momentum stocks and has outperformed peer funds since inception, with a bias toward healthcare, technology, and mining shares.
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Unlock the Power of the Stock Market Stock Trading Course by FinanceWorld.io (PDF)
Take your first step towards financial independence with FinanceWorld.ios in-depth Stock Trading Course. This easy-to-follow PDF guide demystifies the stock market, providing you with all the essential tools and knowledge to begin trading with confidence.
Whats Included in This Course:
Introduction to stocks and the stock market ecosystem
Understanding shares, indices, and different market sectors
How to open a brokerage account and place your first trades
Fundamental analysis: reading financial statements and news
Technical analysis: chart patterns, trends, and indicators
Time-tested strategies for beginners and experienced traders
Essential risk management techniques to protect your capital
Trading psychology: mastering emotions and staying disciplined
Real-world examples, practice exercises, and actionable tips
Who Is This PDF For?
New investors looking to enter the world of stock trading
Current traders wanting to refine their approach and strategy
Anyone seeking to build wealth through the stock market
Why Choose FinanceWorld.io?
Our expert-written guides strip away the jargon and focus on practical, real-world trading skills. With FinanceWorld.io, you gain clarity, confidence, and a proven roadmap to succeed in the markets.Shocks and Inequality An Empirical Exploration
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number of insecticides to overcome the yeild losses in crop plants. But, the presence of waxy layer around
its body that make them so difficult to control by means of insecticides. 2025 RWA Report: When Crypto Gets Real | CoinGecko
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The revival of real world assets (RWA) in crypto marked one of 2024s most quietly transformative narratives. While attention remained fixated on memecoins, Layer 2 ecosystems, and political betting markets, RWA steadily evolved from a niche experiment into one of the most credible and capitalized sectors in crypto.
So, how far have the core RWA verticals come since the start of 2024?
Weve summarized the key highlights, but be sure to dig into the full 18 slides below.Analytical procedures for audit and assurance
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The Economics of Dravidian Model- Equity and Social Justice
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Stockopedia Investment Club
- 2. Disclaimer 2 The following pages within this document have been produced by Stockopedia Ltd ("Stockopedia") for marketing purposes only. All rights regarding these pages are reserved. It is not for general circulation. Stockopedia is a subscription-based data & screening web service for self directed individuals who have an adviser and/or are comfortable making their own decisions. Use of our data is subject to express Terms of Service. This service is intended to be used and must be used for informational purposes only. Our Stock Reports and screens are based on underlying data from other suppliers including Refinitiv which is believed but not guaranteed to be accurate. Any figures cited are subject to change or possible correction. If we are notified of a possible error, we will endeavor to notify our supplier of this issue, although we cannot be certain that they will be willing to correct the error identified. Any forward looking information is based on the Consensus Analyst Estimate as defined by Refinitiv and is subject to their assumptions but does not involve subjective judgement by Stockopedia. We are not regulated by the Financial Conduct Authority. Stockopedia is not a broker/dealer, and we are not in the business of the giving or receiving of financial, tax or legal advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any of the investment strategies discussed in our content. We do not provide personalized recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with or independently research and verify any information you find in this presentation. Accordingly we will not be liable, whether in contract, tort (including negligence) or otherwise, in respect of any damage, expense or other loss you may suffer arising out of such information or any reliance you may place upon such information. We would like to draw your attention to the following important investment warnings: - The value of shares and investments and the income derived from them can go down as well as up. - Investors may not get back the amount they invested. - Past performance is not a guide to future performance. Please note that all data in this document is historic and dated when this document went to print: 19th October 2020
- 4. Goals 4 - Encourage & educate all staff to think like an investor - hopefully to the bene鍖t of all subscribers. - Let novices experience the full stock market journey alongside more seasoned investors. - Share research and tap into the broader teams scuttlebutt. - Pro鍖t !
- 5. Ownership 5 - The portfolio is split into units. - Each month, members buy units at a given price (via direct debit) - The price of the unit re鍖ects the underlying value of the portfolio. - In order to manage cash, units can only be bought and sold at 鍖xed intervals. We are using Interactive Investor as brokers (no a鍖liation) - they support Investment Clubs.
- 6. Meetings 6 - The club meets once or twice monthly. As part of the agenda: - Review of Previous Minutes - Portfolio Review - Market Review - Between 1 and 3 Stock Pitches - Knowledge Share - Proposals to be voted on Each member has an equal weighted vote on the proposals/pitches.
- 8. Investment Process 8 - Buy Rules - Minimum StockRank > 75 - Mkt Cap > 贈20m - Share Price > 200 day Moving Average - Voted for by > 50% of the Club - Stop Loss Rules - Price Based & Fundamental Based - Sell Proposals - Change in fortune for the business - Voted in by the Club
- 9. Voting 9 - Voting process has evolved since inception. - Started with an in meeting hands-up vote. - Recognised groupthink issues associated with this. - We now use Google Form Survey to ensure independent voting. - When more than 1 company pitched, qualifying question of how many positions should we buy? to prevent buy bias.
- 10. Voting Example 10 How many stocks should we buy in total? Calculate weighted score: (0.583*1)+(0.25*2) = 1.083 -> Buy 1 new position
- 11. Pitching a Stock
- 12. Pitching a Stock 12 - Every meeting 2 or 3 companies are pitched to the club - Each pitch generally takes between 10 and 15 minutes - A standardised pitch template is used to help accelerate research - Ideas are sourced either from: - Social sources - e.g. Stockopedia, Twitter, Research Tree - Stock Ranks & Screens - Q&A is encouraged. Generally only 1 of the shares is bought.
- 13. Pitch Template 13 1. Pro鍖le 2. Business & Model 3. Market & Competition 4. Financials & Ownership 5. Valuation - relative & intrinsic 6. Trends & Catalysts 7. Risks & Hurdles 8. Recent Trading & News 9. Sentiment
- 14. Now sharing all our research on site 14 We have begun sharing all our research, votes and portfolio performance on the Stockopedia website.
- 15. Performance
- 16. Results 16 Returns since Club Inception (06/02/20) to 16/10/2020. Past performance is no indication of future return.
- 17. Results 17 6 month returns for Stockopedia Club Portfolio & Funds in the IA Sector, ending 30/09/20. Past performance is no indication of future return.
- 18. Results 18 6 month returns for Stockopedia Club Portfolio & Funds in the IA Sector, ending 30/09/20. Past performance is no indication of future return.
- 20. Current Portfolio 20 Returns of the positions that the fund currently holds, as at 19/10/2020. Past performance is no indication of future return.
- 21. Current Portfolio 21 The sector chart on the right shows a strong bias towards - healthcare, technology and mining shares - all of which have been strong bene鍖ciaries of the current covid & easy 鍖scal/monetary macro environment.
- 22. A strong QM bias 22 The bubble chart on the right illustrates how strongly we are targeting high Quality and high Momentum in almost every share owned. The portfolio consists more generally of Speculative, Small Cap, High Flyers. Our own research shows this blend of share to have been among the strongest performing of all the style combinations.
- 23. Appendix
- 24. The Pitch Template (1) 24
- 25. The Pitch Template (2) 25
- 26. The Pitch Template (3) 26
- 27. Results 27 6 month returns for the IA Sector & Stockopedia Club portfolio ending 30/09/20. Past performance is no indication of future return.