When you invest, your capital is at risk.


What I'm Trading - David

A product manager in the healthcare industry by day, David runs his own blog on personal finance on the side. Providing insight on entrepreneurship and investing, David shares his portfolio including his real estate play for the next generation.

Occupation: Growth Product Manager

Industry: Healthcare

Age: 29

Location: Sydney, Australia

Hobbies/Interesting Fact About You: I blog about personal finance in thedavidquan.com and make youtube videos!

Stake portfolio size: USD$47,237

What was your first investment on Stake?

A boring dividend stock called Realty Income Corp. 

In one sentence, define your investing style.

There are three criteria for anything I add to my Stake portfolio. Firstly, the stock has to be a potential category winner. Whatever its sector, the company should be the biggest and best, or have the potential to be. Moreover, a sticky customer base is important and finally, a high expected return.

Why are you in the market?

I love learning from the best in breed companies, how they operate, and it helps me think about how to grow companies in the future.

What’s in your Stake portfolio right now?

Tesla ($TSLA), Regeneron ($REGN), Amazon ($AMZN), Bristol-Myers Squibb ($BMY), Disney ($DIS), Twilio ($TWLO), Snowflake ($SNOW), Shopify ($SHOP) & Global X Lithium ETF ($LIT).

How are your returns so far?

The portfolio is up ~24% YoY. It’s my first year on Stake. My best performers are Tesla (up 100%), Shopify (up 30%), Global X Lithium ETF (up 27%) and Snowflake (up 20%)

Any other investments that are not on Stake?

I have some Bitcoin and an ASX portfolio.

What are you watching? Why?

Closely watching Zillow at the moment for three reasons:

  1. The millennial cohort is about to enter their house-buying age.
  2. Investors are underestimating their product led SEO strategy. Check their organic traffic, it’s way ahead of Opendoor and Redfin.
  3. The stock is still trading at the same multiple as when they were more like a lead gen marketing business for real estate agents (they are now moving into the entire real estate lifecycle).

Do you have a trading or investing role model?

Not a single role model, but I try to take the best bits from great investors like Stanley Druckenmiller, fund managers like Baillie Gifford and Buffett.

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

Develop your own thesis on things, go try the product from the company if you can, watch customer reviews on YouTube, and manage your emotion by sizing the position according to your risk tolerance.

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

Not doing my own due diligence, hence why the answer above.

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

Zillow for me. Great business, tons of engagement, and it seems like it’s trading at a reasonable price.

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.

Want more?

You know what to do

Insights, trends and company deep dives delivered straight to your inbox.

Stake logo
Over 7,000 5-star reviews
App Store logoGoogle Play logo

Subscribe to our free newsletters

By subscribing, you agree to our Privacy Policy.

Stake is the trading name of Hellostake Limited, a company registered in England and Wales (Company no. 11676409). Hellostake Limited is authorised and regulated by the UK Financial Conduct Authority under the Firm Reference Number 830771. Registered address: 85 Great Portland Street, London, W1W 7LT, United Kingdom.

When you invest, your capital is at risk.

The value of your investments can go down as well as up and you may receive back less than your original investment. Any advice 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 independent taxation and legal advice. 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, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Please view ourTerms & Conditions,Privacy PolicyandDisclaimers before deciding to use or invest on Stake. By using the Stake 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

Copyright © 2024 Stake. All rights reserved.