When you invest, your capital is at risk.


What I’m Trading – Aditi

This marketing manager in the education sector has found success with good old fashioned blue chips. Building a long term portfolio, the daily ups and downs of the market mean little to Aditi’s outlook.

Occupation: Marketing & Communications Manager

Industry: Education

Age: 36

Location: Sydney, Australia

Hobbies/Interesting Fact About You: Love to travel and explore new places and food culture

Stake portfolio size: ~USD$26K

What was your first investment on Stake?

US Bank Corp (USB) based on some investment articles I read on the US market. Sold it fairly quickly as it didn’t turn out to be a good buy.

In one sentence, define your investing style.

Fairly conservative with a long-view strategy. I don’t spend a lot of time looking into the market daily so now have transitioned to mostly blue-chip or large-cap shares and ETFs that I don’t need to monitor all the time.

Why are you in the market?

To diversify my investments and achieve my goal of creating a passive income stream for myself in the future.

What’s in your Stake portfolio right now?

Mostly ETFs like VTI, then some blue-chip shares like Amazon (AMZN) and Wesfarmers (ASX.WES). I also have Tesla (TSLA) along with some experiments such as Boston Scientific Corp (BSX) and DraftKings (DKNG).

How are your returns so far?

As of November 2021, I had 70% returns since I started.

Any other investments that are not on Stake?

Yes. I have property investments as well as other shares.

What are you watching? Why?

I have a lonnnggg list of companies that I’m watching! They are combinations of blue-chip which I’m saving up to buy or names I have heard from my network or read online. As my budget allows, I’ll keep adding to my portfolio. capital: Lending towards industry and small businesses rather than real estate.

Do you have a trading or investing role model?

Not really. My investments so far have been guided by the strategy I mentioned above

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

Don’t be scared by all the jargon and start with an amount you are comfortable with as you figure out your strategy and what you are trying to achieve by being in the market. But get started!

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

Don’t get fixated on daily returns especially with my type of strategy. I did sell some good shares because I was trying to keep my daily returns high.

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

ETFs is where I would invest as they allow me to get more out of my budget. They also traditionally are more stable.

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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When you invest, your capital is at risk.