The SIF Folio: (Re)introducing my rules-based portfolio

I’ve now been running the Stock in Focus portfolio here at Stockopedia for nearly four years. Over that time there have been some changes. I’m also aware from subscriber feedback that many newer subscribers may not be familiar with the backstory on this rules-based portfolio. As SIF approaches its fourth birthday in April, I’ve decided to mix my normal stock coverage with a series of articles taking a fresh look at the portfolio. This week I’m going to start by looking at the rules I use to guide my trading decisions and the results I hope to achieve. Over the next few weeks, I’ll also be taking a more in-depth look at some of the changes I’m considering for the year ahead. In the beginning In 2015, I started the Stock in Focus column here at Stockopedia. The initial idea was to bridge the gap between a stock’s story and its financials. By sticking to the Stocko philosophy that rules-based investments are likely to outperform unstructured selections, I hoped to profile stocks that would go on to perform well. At the end of 2015, it seemed logical to round up the performance of my…