Insights from ISA Millionaires: How to build a portfolio that is fun to manage

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: Mark

Job: Retired (formerly corporate banking)

Number of years as a private investor: “Best part of 40 years”

Portfolio Size: Over £1m

Investing Background: Mark started building his portfolio with investment trusts when he was in his early 30s. He continued to build his portfolio throughout his career in corporate banking and became a full time investor when he took early retirement. His portfolio now has about 75 holdings which he monitors daily.

Investing Goals: Enjoy it.

Getting Started

Mark started investing when he was in his early 30s while working in corporate finance in London. “In the early days it was very much safety first,” he says, “as I...