Scan this article:
A 19-year-old retail worker from Melbourne, Victoria, Shaun describes himself as someone “who is just looking to create the best life for himself”. This desire has driven him to build a share portfolio of over $21,000, roughly the equivalent of his entire year’s wage, at a young age.
How long have you been investing for and what got you started?
I’ve been investing for 7 months and I got started because I wanted to use my savings in the smartest way possible.
What’s your investment strategy? How much do you invest and how often?
My strategy is to invest mostly into ETFs. I try to have around two-thirds of my portfolio in diversified funds and the rest in blue chips or companies I am passionate about such as Tesla. I regularly invest $200 a week and occasionally invest larger one-off sums when I see a good opportunity.
What are your financial goals?
I want to become financially self-sufficient and have a strong enough stream of passive income to enjoy life without having to worry about anything.
What’s in your portfolio?
For ETFs, I like A200 (Betashares top 200 ETF), iShares global 100 ETF, Betashares US tech giants and a few others. When it comes to companies I like Tesla, the Commonwealth Bank, Allkem, Endeavour Group, Li-s Energy, and Qantas.
What is the company/sector/ETF that gets you the most excited?
The lithium and battery industry
If I gave you $5,000 right now, what are you buying?
Allkem, a global lithium company with projects across Australia, Argentina, Japan and Canada.
What’s the best trade you’ve made?
Buying Tesla the day before it shot up 12%.
What’s the worst trade you’ve made?
Buying Li-S energy right after its October IPO when it was pumping massively. The day after I bought it the stock price dropped dramatically. Many months later and it has only fallen further.
What’s the biggest financial mistake you made?
Not opening a minor trading account so I could invest earlier. I missed out on most of the gains of the last two years
Do you have any investing regrets?
I just wish I had started sooner!
Where did you learn about investing and where do you get your information from now?
I initially learnt about trading through various YouTubers, but now I use Superhero for the majority of my investor education.
Superhero does not provide personal investment advice. Names have been changed and the interview edited for clarity.
Read more Superhero Stories here. Want to tell your story? We’d love to hear from you. Get in touch on chat or send an email to hello@superhero.com.au
Become a part of
our investors' community
Why you should join us:
- Join free and invest with no monthly account fees.
- Fund your account in real time with PayID.
- Get investing with brokerage from $2. Other fees may apply for U.S. shares.
Read our latest articles
Make knowledge your superpower and up your skills and know-how with our news, educational tools and resources.