Last week, we shared the story of how one EQi customer has built a portfolio worth over £1 million in his Stocks and Shares ISA.
Here, Brian* talks us through the high and low points of his time as an investor, plus his tips on how to build a successful portfolio.
A company called 4imprint, which is a London-based direct marketer of promotional merchandise which is customised, such as mugs, bags, sweatshirts and key rings. It’s currently my largest holding and has done extremely well. I bought it initially at £3 and now it’s trading at around £25.
Those would be companies in which I invested too early, such as African Eagle Resources.
Having retired, I’ve stopped my regular investments and am now solely focused on managing my portfolio. I have recently taken some money out of my investments to pay off some of my mortgage.
But I’m always keeping a lookout for new investments for when I take profits. I’ve currently got my eye on Allergy Therapeutics – a pharmaceutical products company which develops therapies for allergy-based diseases - and Oxford Biomedica - a biopharmaceutical company specialising in the development and commercialisation of gene-based medicines. It was established in 1995 as a spin out from Oxford University.
In our earlier article, Brian discusses how he built a Stocks and Shares ISA portfolio worth over £1 million.
*Customer's name has been changed.