Investor Views: “I’ve Tripled my Money in One AIM Share”

Private investor Michael Stocks tells Morningstar why he’s backing out-of-favour banking and oil companies

Emma Simon 18 May, 2016 | 10:30AM
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Aptly-named Michael Stocks has chosen to invest his cash in direct shareholdings, rather than funds.

He says: “I have a company pension which invests in a range of funds. When it comes to my own savings I prefer to invest in individual shares. I am willing to take on more risk in the hope of increased returns.”

Stocks takes a two-pronged approach to these direct shareholdings. He invests around half of his money in the Alternative Investment Market (AIM), the stock exchange for smaller, growing companies. The remainder is invested in larger FTSE100-listed companies, but even here he is not playing it safe, with the majority of his money in unloved and undervalued banking shares.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity Global Property A-Acc-EUR19.13 EUR0.06Rating
HSBC Holdings PLC429.40 GBP0.00Rating
Lloyds Banking Group PLC46.43 GBP0.00Rating
NatWest Group PLC202.00 GBP0.00Rating
Santander UK PLC 8.625% PRF UNDATED GBP 1146.00 GBP0.00
Schroder Global Cities Real Estt A Acc1.46 GBP0.55Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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