When you invest, your capital is at risk.



A portfolio manager with a concentrated portfolio of only Microsoft, Vic focuses her investments on companies she uses on a regular basis.

Occupation: Portfolio Manager

Industry: Finance

Age: 33

Location: Auckland, New Zealand

Hobbies/Interesting Fact About You: Socialising (is that a hobby?), reading, and I guess The Curve is my ‘hobby’. Interesting fact: I used to have an eyebrow piercing…

What was your first investment on Stake?

Microsoft. I consider it a pretty defensive company but with plenty of growth opportunities. It’s grown in earnings consistently over many years, has a strong competitive ‘moat’ (its software is vital to a lot of people and businesses), it has plenty of cash on its balance sheet and it is attractive in terms of valuation. Win win.

In one sentence, define your investing style.

I like to invest for the long-term in companies I use and therefore, know well.

What’s in your Stake portfolio right now?

Only Microsoft (MSFT).

How are your returns so far?

Negative 10% but I’m taking a long-term view!

Any other investments that are not on Stake?

I have investments in funds, KiwiSaver and property.

What are you watching? Why?

Some of the tech names, e.g Netflix, Amazon, Meta, they are looking pretty cheap right now! These businesses are leaders in their fields and have a superior technological advantage e.g Amazon with its logistics network and cloud computing business AWS. Their share prices are now at very low levels giving investors a once-in-a-generation opportunity to buy them at these low prices. I don’t believe they will stay down there for long.

Do you have a trading or investing role model?

Good ol’ Warren Buffett. He has had a great investment style and always delivers some great inspirational quotes!

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

Invest in companies you use or like. You’ll understand what you are investing in much better and be researching without even realizing it! Also, invest consistently and regularly – no matter what the movement of the market is!

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

Don’t follow a hot tip! I did this once and didn’t know what I was investing in and paid a big price for it! Crypto ring a bell anyone?

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

A clean energy ETF as climate change is one of the biggest and most impactful trends that will provide growth in clean energy companies for decades to come.

Why are you in the market?

I want to support high-quality companies as well as grow my money.

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.