Download - FYR074 | Graham Neary on Running a Concentrated Portfolio, UK vs US, Averaging Down, & Fixed Income

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Fund Your Retirement Podcast

Business:Investing

FYR074 | Graham Neary on Running a Concentrated Portfolio, UK vs US, Averaging Down, & Fixed Income

2023-09-09

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Graham Neary is a full-time private investor, and an investment analyst for Stockopedia writing the Small Cap Value Report along with Paul Scott. Graham is also the founder of the Investors Institute where he helps private investors navigate the markets and upgrade their investing IQ.

Graham began his career on the sell-side as a fixed-income analyst, before moving into the buy-side as an equity portfolio manager.

Timestamps:

1:95 Graham Neary’s investing journey and how he got started.

4:45 Graham's investment approach and style.

7:05 The key metrics Graham looks for in a good company.

9:10 Graham's largest holding and why he holds it.

11:45 Discussing Graham's portfolio, and Graham's investing universe.

14:30 Discussing Graham’s thoughts on AGM’s

16:25 Discussing Graham’s worst performers and what he learnt from them.

20:45 Graham's thoughts on stop losses.

22:40 Graham's thoughts on averaging down.

26:00 Discussing Graham's writings and the enjoyment he receives from that.

27:45 Graham sharing his thoughts on Nichols (NICL)

31:25 Discussing fixed income.

33:30 Dissuning where to get started investing if you’re new or just starting.

Hope you enjoy this episode and have a wonderful day.

The FYR Team

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about portfolio management and stock analysis.

Guest Links & Resources:

Follow Graham on Twitter @GrahamNeary https://twitter.com/grahamneary?lang=en

Grahams Investors Intiture Newsletter: https://theinvestorinstitute.substack.com/

Visit Fund Your Retirement: https://www.fundyourretirement.com/

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.