About this Site - and About Me
It's full of stock market investing information!

It seems unusual that there is very little guidance available anywhere about the experiences of the average stock investor and the valuable lessons they have learnt over time.

Very little specific guidance is available as to how to develop and manage a stock portfolio in a rational way.

This lack of detailed information, and a request from my daughter to explain how I do it, prompted me to provide a site that outlines my 40-year experience with stock value investing and to provide a guide to online investing.

But don't get me wrong. I am not a financial planner, I do not have a licence to offer financial advice and I am not offering any.

What I am providing is my investing experience over many years.

My (non-financial) qualifications include a PhD in Chemical Crystallography and an Advanced Diploma in Education. So I can claim some analytical ability and numeracy as well as a modicum of communication skills.

You will find information here on ways to obtain and use freely available financial information. This will allow you to develop your own financial literacy, because without it ...

.. you will be like Benjamin Graham's "one-legged man trying to win an ass-kicking competiton"

I do not try to overload you with a plethora of technical terms but introduce those that I use. More importantly, I discuss their importance, or relevance to me in making investment decisions.

Other background information is also provided, like a discussion of some of the important value-investing books I have read. But here again, I try to point out what their value to me has been, rather than just describing the books.

An introduction to mutual funds is also provided. If you prefer that others manage your funds for you, or if you don't have the time, this introduction will assist you to choose fund managers who follow a value investing approach.

I also provide my experience with buying and selling stock, which stocks I avoid and why - as well as how I use internal rate of returm (irr) calculations to inform selling decisions.

You can request a free Excel spreadsheet from me that does the calculations for you.

You will also find an outline of my investment plan that provides a summary of my stock value investing approach.

By all means let me know via the Contact me page if you have any comment regarding the site, or if you would like to obtain a copy of the free spreadsheet.

So here you have it ... one person's experience with stock value investing!

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