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FYR074 | Graham Neary on Running a Concentrated Portfolio, UK vs US, Averaging Down, & Fixed Income
Manage episode 407368818 series 3561018
Lee Cleasby from Fund Your Retirement에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lee Cleasby from Fund Your Retirement 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
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