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What I'm Trading - Daniel

Daniel’s portfolio is focused on the next decade, investing heavily in battery and IoT tech. Balancing and diversifying the growth focussed part of his portfolio are big banks and biotech.

Occupation: Director

Industry: Marine Services

Age: 39

Location: Victoria, Australia

Hobbies/Interesting Fact About You: MTB, cycling and family holidays.

Stake portfolio size: US$75,000

What was your first investment on Stake?

My first purchase was Bank of America (BAC).

In one sentence, define your investing style.

I like to imagine what industries will grow in the near future and search for discounted companies that will benefit. Companies involved with 5G technologies like Nokia (NOK) or Ericsson (ERIC), and Covid vaccine stocks like Pfizer (PFE) and Johnson & Johnson (JNJ).

What’s in your Stake portfolio right now?

Bank of America (BAC), Meta (FB), Apple (APPL), Pfizer (PFE), Johnson & Johnson (JNJ), Microsoft (MSFT), Vanguard Value Index ETF (VTV), Global x Lithium & Battery Tech ETF (LIT), VanEck Rare Earth/Strategic metals ETF (REMX) and iShares Semiconductor ETF (SOXX).

How are your returns so far?

My SMSF is up 25% and my personal account has gained 6%.

What are you watching? Why?

I’m picking battery technology and the internet of things (IoT) to be a major industry in the near future, so I will be increasing my holdings in the Global X Lithium & Battery Tech ETF (LIT), VanEck Rare Earth/Strategic Metals ETF (REMX) and iShares Semiconductor ETF (SOXX).

Do you have a trading or investing role model?

Warren Buffett for creating a set of rules and sticking to them, finding companies that have been unfairly punished by the market and buying when there is blood in the streets.

What’s a piece of advice you’d give a newbie?

Read investment books, listen to investment podcasts. Find an investment style that resonates with you, this will keep investing fun for you.

What’s one mistake you’ve made and what did you learn from it?

Buying an overpriced company just to have it in my portfolio. Let the numbers make a purchase decision, not your emotion.

If you were to buy a US stock or ETF right now, what would you buy? Why?

VanEck Rare Earth/Strategic Metals ETF (REMX) as rare earth metals will fuel our future (batteries, IoT, electronics, green energy components).

ICYMI: make your own decisions

This is not investment advice, just my opinion. It doesn’t reflect any opinions of Stake. I’m as fresh to this as the next person off the street. Do your own research and make your own decisions.

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Stakeshop Pty Ltd, trading as Stake, ACN 610105505, is an authorised representative (Authorised Representative No. 1241398) of Sanlam Private Wealth Pty Ltd (Australian Financial Services Licence No. 337927) ('Sanlam') and an authorised representative (Authorised Representative No. 1241398) of Airwallex Pty Ltd (Australian Financial Services Licence No. 487221) ('Airwallex'). Stake is not authorised by Airwallex under Airwallex’s AFSL to arrange for clients to be issued with securities as Airwallex is not authorised under its AFSL for this purpose. Stake is not authorised by Sanlam under Sanlam’s AFSL to arrange for clients to be issued with a non-cash payment facility as Sanlam is not authorised under its AFSL for this purpose. Stake SMSF Pty Ltd (‘Stake Super’) is not licensed to provide financial product advice under the Corporations Act. This specifically applies to any financial products which are established if you instruct Stake Super to set up a self managed super fund (‘SMSF’). When you sign up to Stake Super, you are contracting with Stake SMSF Pty Ltd who will assist in the establishment of a SMSF under a ‘no advice model’. You will also be referred to Stakeshop Pty Ltd to enable your trading account and bank account to be set up in order to use the Stake Website and/or App. Stakeshop Pty Ltd will also run marketing and promotions to you under. For more information about SMSFs, see our SMSF Risks page.The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services. At Stake and Stake Super, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice given by Stake is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Financial Services GuideTerms & ConditionsPrivacy Policy and Disclaimers  before deciding to invest on or use Stake or Stake Super. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance. Stake and Stake Super are registered trademarks in Australia.

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