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Dan Appleby, CFA

Dan Appleby is a financial professional and a CFA charterholder, working across asset classes on a global scale, with a particular focus on equities. He was a previous investment manager for AIM-listed discretionary portfolios. Dan started his career as an engineer working at Intel after first completing a PhD. But he discovered the world of finance and investing by reading The Motley Fool which inspired him to change careers. Dan is a passionate investor himself and manages a portfolio of global stocks with a mix of growth and income styles. He now wants to inspire others to begin their own investing journeys.

Recent Articles

Investing Articles

Is the HSBC share price now too cheap for me to ignore?

| Dan Appleby, CFA

The HSBC share price is showing signs of life recently. With attractive income prospects, are the shares now too cheap…

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Investing Articles

Are these 2 of the best growth shares to buy today?

| Dan Appleby, CFA

In my search for shares to buy, I think these two companies show excellent growth potential and strong economic moats…

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Investing Articles

If I’d invested £1,000 in British American Tobacco shares 5 years ago, here’s how much I’d have today

| Dan Appleby, CFA

British American Tobacco shares offer a sky-high dividend yield. But has the stock been a good investment? Dan Appleby analyses…

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British Pennies on a Pound Note
Investing Articles

These penny stocks are surging! Here’s what I’d do now

| Dan Appleby, CFA

These penny stocks are having a stellar run to start 2022. Dan Appleby analyses whether the surging share prices mean…

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Investing Articles

Why I think a stock market crash could be due and what I’m doing

| Dan Appleby, CFA

Another stock market crash could be on the horizon due to the risks I see ahead. Here’s how I’m planning…

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Investing Articles

This is where I think the Rolls-Royce share price is headed this year

| Dan Appleby, CFA

The Rolls-Royce share price has been depressed for years now. Dan Appleby looks at the prospects for the business and…

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Investing Articles

£1,000 to spare! Here’s how I’d invest in the FTSE 100

| Dan Appleby, CFA

The FTSE 100 is an index of the largest companies listed in the UK. Here’s how I’d invest using the…

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Investing Articles

A top FTSE 100 income stock to buy

| Dan Appleby, CFA

I’ve been looking for income stocks in the FTSE 100 for my portfolio. I view this company as the best…

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Investing Articles

How I’d invest in real estate to generate passive income

| Dan Appleby, CFA

Passive income from real estate might not be considered as truly passive. But these REITs might be the answer, and…

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Investing Articles

Is Ford stock the best buy to profit from the EV sector?

| Dan Appleby, CFA

Ford stock is surging on the news of it almost doubling production of its popular EV truck. Does this make…

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British Pennies on a Pound Note
Investing Articles

Are any of these high growth penny stocks a buy?

| Dan Appleby, CFA

I’ve been screening for high growth penny stocks to buy. Here are two that I’m considering adding to my portfolio…

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Investing Articles

Where will the FTSE 100 go in 2022?

| Dan Appleby, CFA

Having a view on the FTSE 100 is important whether I’m a passive or active investor. Here’s where I think…

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Investing Articles

How I’d invest in dividend stocks to generate passive income

| Dan Appleby, CFA

I think dividend stocks are a great way to generate truly passive income. Here’s how I select stocks to diversify…

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Investing Articles

I’m using these Warren Buffett investing rules in 2022

| Dan Appleby, CFA

Warren Buffett’s shareholder letters are full of investing wisdom. Here are three key investing rules I’ve taken from them, and…

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Investing Articles

The Darktrace share price has crashed! Here’s why I’m still not buying

| Dan Appleby, CFA

The Darktrace share price has been volatile this year and the company has fallen out of the FTSE 100. Here’s…

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Thin line graph
Investing Articles

The THG share price has surged! Should I buy now?

| Dan Appleby, CFA

The THG share price has rallied over 35% recently. Dan Appleby analyses whether this marks a turnaround after it crashed…

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Investing Articles

Top metaverse stocks to buy in 2022

| Dan Appleby, CFA

Many tech stocks exploded in the internet age. Here are some top metaverse stocks I’m looking at for the expanding…

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Investing Articles

2 shares to buy if a stock market crash happens

| Dan Appleby, CFA

A stock market crash is a big risk to my portfolio. But it may also present great opportunities to buy…

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Businessman touching on number 2022 for preparation
Investing Articles

Top FTSE 100 stocks to buy for 2022

| Dan Appleby, CFA

The FTSE 100 offers great potential for stocks that offer both growth and income characteristics. Here are some companies that…

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Investing Articles

Top FTSE 250 stocks to buy for 2022

| Dan Appleby, CFA

There are some excellent stocks in the FTSE 250 that offer both growth and income characteristics. Here are some I'm…

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Investing Articles

What’s going on with the Keywords Studios share price?

| Dan Appleby, CFA

The Keywords Studios share price popped almost 7% today after the release of a trading update. Is the stock now…

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Electric cars charging in station
Investing Articles

Rivian stock is crashing! Is it now a buy?

| Dan Appleby, CFA

Rivian stock crashed 10% last night after the release of its first earnings report. Is the sell-off overdone and should…

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Investing Articles

Should I buy Shell shares now an activist investor says there’s hidden value?

| Dan Appleby, CFA

An activist investor views Shell shares as undervalued, and says its renewables and LNG businesses should be spun off. Does…

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Investing Articles

This penny stock is up over 120%. Should I buy now?

| Dan Appleby, CFA

I think this penny stock offers a margin of safety due to its robust balance sheet. The share price has…

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Electric cars charging in station
Investing Articles

Here’s why I’m still not buying Lucid stock

| Dan Appleby, CFA

Lucid stock was on fire earlier this year. But it's tumbled in December. Here's why I'm still not buying the…

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Stacks of coins
Investing Articles

Is this penny stock a buy after a 50% plunge this year?

| Dan Appleby, CFA

This penny stock has crashed since listing last December. Has the recent share price weakness presented me with a buying…

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Investing Articles

Is this FTSE 100 penny stock a buy for 2022?

| Dan Appleby, CFA

Not every penny stock is a company with a small market value. Here’s one in the FTSE 100 that I…

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Investing Articles

What’s going on with the Entain share price?

| Dan Appleby, CFA

A potential takeover offer has meant the Entain share price has been volatile lately. Is the stock a buy for…

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Close-up of British bank notes
Investing Articles

Here are 2 dividend stocks I think I can count on in 2022

| Dan Appleby, CFA

Dividend stocks with high yields are great, but I also want them to be reliable. Here are two UK shares…

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Investing Articles

Is this FinTech penny stock now a buy?

| Dan Appleby, CFA

Sometimes penny stocks can be risky. But I’ve been looking at this FinTech stock and I like what I see.…

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Investing Articles

What’s going on with the Abrdn share price?

| Dan Appleby, CFA

The Abrdn share price hasn’t had a great time recently. But an exciting acquisition might be about to change this.…

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Investing Articles

2 top FTSE 100 stocks to buy and hold in 2022

| Dan Appleby, CFA

Dan Appleby analyses two FTSE 100 stocks to see if they're buys for his portfolio. He views these two stocks…

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British Pennies on a Pound Note
Investing Articles

Penny stocks: here’s 1 to buy, and 1 to avoid!

| Dan Appleby, CFA

Penny stocks can be risky, but they could also offer high returns if my research is correct. Here are two…

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Close-up of British bank notes
Investing Articles

I want to build passive income. Reinvesting dividends might help

| Dan Appleby, CFA

Dividend stocks are a great way to build passive income, but today I reinvest all my dividends. Here's why it…

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pensive bearded business man sitting on chair looking out of the window
Investing Articles

Is this the end for US growth stocks?

| Dan Appleby, CFA

Many US growth stocks have had a difficult year even though the S&P 500 has rallied. Is 2021 the end…

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Investing Articles

The Deliveroo share price is crashing! Should I buy the stock now?

| Dan Appleby, CFA

The Deliveroo share price has plummeted again, just as it did after its IPO. But does this recent fall make…

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Investing Articles

What’s going on with the Intel share price?

| Dan Appleby, CFA

The Intel share price rallied on Tuesday on an IPO announcement. Dan Appleby looks to see if there's hidden value…

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Investing Articles

These 2 quality UK shares have plummeted! Should I buy now?

| Dan Appleby, CFA

These UK shares have fallen out of favour but still look like quality companies. Dan Appleby explores whether they're now…

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UK money in a Jar on a background
Investing Articles

2 passive income ideas I use starting with just £300 a month

| Dan Appleby, CFA

Passive income is earned all year round, without my input. Here are two ways I’d generate truly passive income, starting…

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Close-up of British bank notes
Investing Articles

2022 dividend forecasts: are these 3 FTSE 100 stocks a buy?

| Dan Appleby, CFA

I'm looking to see which stocks have the greatest dividend forecasts for the year ahead. Here are three I’m considering…

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