The journey of the investor from beginner to pro with Graham Neary

The journey of the investor, from beginner to pro – interview with Graham Neary by Tamzin Freeman, piworld.

Graham discusses the investing options for individuals who want to manage their future financial security. He starts with an IFA, covers the use of passive funds, and then moves into the more sophisticated skills of self-investing. Graham describes aspects of his own investing journey, with reference to specific holdings in his own portfolio.

Graham Neary is Director of Cube.Investments, the platform for objective, independent financial analysis, and writes the Stockopedia Small Cap Value Report with Paul Scott.

Graham is a full-time investor and analyst with a decade of financial markets experience. He has worked on the sell-side as a fixed income analyst at independent research firms, and on the buy-side as equity portfolio manager for an international financial services organisation.

Graham is a CFA Charterholder, also holding the Investment Management Certificate and the STA Diploma in Technical Analysis. He graduated in mathematics from Trinity College, Dublin.

Introduction to Graham – 00:38
Graham’s views on IFA’s – 02:30
Passive funds – 03:49
Managing your own money – 07:56
Where to start doing your own research? – 10:02
What’s Graham’s style of investing? – 11:13
Losses? Being OK with a 50% drawdown – 12:57
What is the catalyst for Graham to sell? – 14:44
Value v Quality – examples – 15:49
Organic growth v acquisitions – 18:05
Tandem Group (TND) – low earnings multiple – 20:47
Quality holdings in Graham’s portfolio – 23:09
Customer concentration – 26:00
Financial stocks – 26:37
What rate of return are you looking to achieve? – 29:00
Risk management – 30:20
Position size in portfolio – 32:10
Outlook for 2019 – 33:51

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