In volatile markets, regular dividend payments are reassuring. 💸

They can either provide spending power or can be reinvested into cheaply-valued stocks.

Here are two very common income investing myths we’d like to bust:

Let’s model the new CGT and dividend allowances for UK investors. 🤓

Assuming:
£150k starting portfolio
9% annualised return, half in dividends
75% of the portfolio is turned over each year
All returns (after tax) are reinvested into stocks

What happens after 25 years? ⏳

Over the 56-year period to 2021, the S&P 500 rose by 30,209% including dividends. 📈

Buffet’s Berkshire Hathaway? 3.6 million %. 😳

Stockopedia writer @rolandhead recently created a Buffett-style stock screen. Here are the 5 principles (exact rules linked at end of thread):

Free Cash Flow is one of the most important metrics for a Value investor.

It’s from FCF that dividends, buybacks and acquisitions are ultimately funded.

As the saying goes: Sales are vanity, profits are sanity, but cash is king!

Here’s how to build a better EV/FCF screen:

Thankfully, markets haven’t been rocked by today’s budget quite as much as the last one 👀

In his first budget as Chancellor, Jeremy Hunt has struck a very pro-business, pro-investment tone.

Here are the main take-homes for UK investors 👇

If you used your maximum ISA allowance to invest in an S&P 500 tracker fund every year between April 2010 and April 2019… 📈

You would have generated over £93,000 in tax free gains. 😍

Here are 5 things you should know about the ISA 👇

Costs are one of the main considerations when choosing an ISA provider. 💰

Over time, slight differences in fees can compound - so it’s worth taking the time to understand what you’ll be charged for, and how much.

Here are the 4 main types of fees you’ll encounter 👇

Sound familiar?

“I was put on guard about reported figures when a divisional MD, at a board meeting, said to his CFO ‘what profit do you expect?’ to which the answer was ‘what profit do you want?’”

Here are 4 earnings manipulation warning signs you can spot in company reports👇

With the new UK tax year just around the corner, many are considering how to invest this year’s ISA allowance.

Using a stock screen as a starting point for your research can save you hours ⏲

Here are 3 approaches, from simple to sophisticated 👇

In December, we surveyed our subscribers to find out how they fared in the stock market in 2022. 📋

Given the torrid markets, we weren't sure what responses we'd get this year. 😬

Here are 5 lessons we learned from the ~1,000 investors who shared their experiences 👇