About

My name is Roland Head. I've worked full time as an freelance investment writer and analyst since 2012. I hold the CFA UK Investment Management Certificate (IMC) and have passed the CFA Level 1 exam.

My work can be found on websites including Stockopedia, where I've run a successful rules-based model portfolio since 2016. I also oversee a large-cap high yield model portfolio on the Investor's Champion website.

Prior to investment writing, my professional background was in IT and telecoms. I'm an engineer by training, which is perhaps why I'm most comfortable with a structured and rule-based approach to investment.

Successfully investing in shares isn't easy. But I've found that it becomes much easier for me when I have a systematic approach I can use to narrow down my investable universe, and ensure that the companies I'm considering all satisfy certain criteria.

To achieve this, I've developed a stock screening system that filters and scores UK dividend shares. I use this as the starting point for my investment choices, before applying additional research and analysis.

I invest exclusively in the UK stock market and my main focus is equity income.

I run a newsletter service on this website tracking the progress of my quality dividend model portfolio, which is designed to offer a blend of yield and long-term growth.

This model portfolio largely mirrors my own personal portfolio and accounts for the majority of my personal investments.

I hope that my commentary and investing progress will be of interest to other investors, but I should emphasise that I do not provide financial advice or recommendations. All content is provided for entertainment and educational purposes only and is intended for self-advised investors.

I welcome reader feedback and questions -- you can get in touch through the contact page or via Twitter or LinkedIn.