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Kelan, an accountant from Melbourne and one of the very first Stake Black members, is focused on his portfolio to see how it is managing the current climate. Check out what he's been up to on Stake.

Occupation: Accountant

Location: Melbourne

Hobbies: I enjoy going on nature walks with my family and rock climbing with my 4-year-old daughter.

What was your first investment on Stake?

After transferring my portfolio across from nabtrade in 2018, the first share I actually bought on the platform was Appian ($APPN).

How long have you been a Stake Black member?

Over 4 years. 

In one sentence, define your investing style.

Sustainable high-growth companies held for the long term.

What’s in your Stake portfolio right now?

About 45 companies in total. My largest holdings are Mercadolibre Inc ($MELI), Trade Desk Inc ($TTD) and Block Inc ($SQ2) (from an Afterpay parcel I bought at $2.50 in 2017).

How are your returns so far?

Past 12 months -22%

Past 2 years -51%

Past 5 years 115%

Any other investments that are not on Stake?

I have a number of investments in unlisted companies (a few of them are Greener, Athyna, Zeroco and Seabin) and a holding in a managed fund (BlackRock Global Impact Fund).

What are you watching? Why?

My portfolio – just tracking how my existing companies are managing the current climate and adding/pruning as I see fit. 

Do you have a trading or investing role model?

No, not really. 

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

Take your time making decisions. A good company may still be good in a week and it’s better to take your time to make a decision with more information and less emotion.

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

Pulling the trigger too early based on excitement about a company and adding to it too quickly after it ran up a little bit. Now I make sure to consider alternate views and be more level-headed when opening a position and adding to one.

If you were to buy a U.S. or ASX stock or ETF right now, what would you buy? Why?

ProShares UltraPro QQQ ETF ($TQQQ). I think this will do very well in the mid term as the high-growth market recovers, and doesn’t require as much accuracy as picking a specific company. There's so much uncertainty in the market that will affect a company's share price even if the underlying business is performing well, so being able to get leveraged exposure to the sector as a whole takes a lot of the guesswork out and reduces the impact of the market's emotions regarding a particular company. 

The personal views in this article do not reflect the views of Stake and do not constitute financial advice.

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