Insights from ISA Millionaires: How to build wealth and confidence in the stock market

We are fortunate at Stockopedia to have a community of successful investors who have built portfolios worth more than £1m in their ISAs and kindly agreed to share their insights. In this series of articles we will explore their investment strategies and key lessons learned on how to pick stocks and manage risk when building a portfolio. Whether you are an experienced investor or just starting out, we hope that these interviews will provide valuable insights and inspire you to achieve your own investment goals.

Profile

Name: Geoff

Job: Recently retired from the National Grid

Number of years as a private investor: 40

Portfolio Size: Over £1m

Investing Background: Family knowledge encouraged Geoff to begin investing in unit trusts with the money he had available “which wasn’t very much”. He began investing directly in equities during the privatisation spree of the late 1980s and has been investing consistently since then, picking stocks for his portfolio on a case-by-case basis and reinvesting his dividends. He has recently retired with an impressive portfolio.

Investing Goals: Identify asset-light stocks

Getting Started

Geoff’s first foray into the stock markets was via the unit trusts given to him by family...