Compound Income ↑

Worked in the City of London for over 20 years as a Fund Manager for a number of top institutions. In my career I managed billions of £’s across a whole range of different funds from Distribution funds, Investment Trusts, OEIC’s / Unit Trusts & Pension funds. I was also involved in the management of Income funds more generally. In March 2009, I quit the City, escaped the rat race to “retire” and manage my own investments.

Aims to explain why I focus on Compounding my income and the background to my investment approach together with periodic research and updates on shares I either hold or am interested in. In addition I will add comments and links to other blogs or web resources that I find useful from time to time. See my Free blog page at the tab above for latest comments and updates and the resources tab for my reading list of books and other resources I have found to be useful plus a checklist for investors.

My approach would probably be categorised as income growth investing. I describe my investment strategy as a Quality Value and Yield based strategy focussing on valuation, yield, dividend cover and growth, business characteristics and financial security. In addition I pay some attention to momentum factors, especially earning revisions and price momentum and utilize quantitative techniques (including Stockopedia) to help identify new ideas and monitor my portfolio.

The bottom line is that I am aiming to grow my capital and income in real terms over time. I therefore look to Compound Quality Growing Income or CQGI, this is the essence of Compound Income.

If that all sound like a lot of work then please be aware that the Compound Income Scores (CIS) are designed to make your life easier by quickly identifying stocks which have the characteristics of a stock which should be able to help you to achieve this. If you would like to find out more about these and learn how you can gain access to them, then please see here. In addition since April 2015 I have been managing a portfolio based on high ranking shares in the Scores. More information about this and its performance can be found here.

Disclaimer

All the posts and articles on this site are for informational purposes only, are the personal views of the author and should not be construed as investment advice or a recommendation to buy or sell any of the investments mentioned. Readers should remember that share based investments can go down as well as up and you should only invest with capital that you can afford to lose. You should also generally get professional advice before investing unless you are happy to do so without.

The author of this Blog makes no representations as to the accuracy or completeness of any information on this site or found by following any link on this site and will not be liable for any errors, omissions or delays in this information or any losses, injuries or damages arising from its display and use. All information is provided on an as is basis and this is an unregulated service.