Investor Views: Stock Picks Let Me Retire at 50

Decent returns have enabled Steve Markus to quit work in 2005 and manage his investment portfolio full-time

Emma Simon 4 January, 2018 | 10:03AM

Private investor Steve Markus with his dog SidSteve Markus started investing 20 years ago after being frustrated by the returns on funds suggested by an adviser. He says: “I felt I could do better.”

Rather than buy funds, Markus, who lives in Chesterfield with his wife and dog Sid, has focused instead on individual shareholdings. He says: “Initially my aim was simply to build some financial resources. But as I continued to invest the goal was to retire early, and develop a sustainable means of funding that retirement.

“My wife still works part-time but I gave up formal work in 2005 to concentrate on these investments.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Carillion PLC14.20 GBP0.00
Renew Holdings PLC548.00 GBP0.00
Vesuvius PLC440.00 GBP0.00
XP Power Ltd3,290.00 GBP0.00

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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