Congratulations to our two winners of the 2021 Betashares Giveaway – Adam from Brisbane and Allison from Melbourne.
Adam selected the Betashares Diversified All Growth ETF (ASX: DHHF) as the fund he’d like to own. He is a financial analyst who started his investment journey back in 2016. Read highlights from our chat with him below.
When did you start investing?
“I started investing in 2016 and mainly wanted an additional means to save money other than earning interest in a bank account. Started out just buying $500 blocks in different blue-chip companies.”
Describe your investing style/approach to investing.
“Initially I tried to research and understand the companies/businesses I wanted to invest in, applying the knowledge from university to judge what something is worth as well as making sure the industries and types of businesses were diversified. This approach has changed with the popularity and range of ETFs now available which has just allowed me to pick and choose either benchmark tracking funds or specific ‘themed’ funds with fees mostly being the deciding factor between funds. My portfolio was 100% individual stocks but now is even split between listed companies and ETFs.”
Why did you choose to include ETFs in your portfolio?
“ETFs make diversification a lot easier and allow quicker access to a broader range of companies and industries without the need to invest significant time reading and researching.”
Allison selected the Betashares Global Sustainability Leaders ETF (ASX: ETHI) as the fund she’d like to own. She is a new mum and migration agent from Melbourne who started her investment journey back in 2020. Read highlights from our chat with her below:
When and why did you start investing?
“I started investing early in 2020 when my partner, who is very into investing, got me into it. I started investing to work towards financial freedom and retiring early from traditional 9-5 work. After having success in 2020 on individual shares, in early 2021, we sold these and transitioned to lower risk Betashares ETFs, more aligned with our interests & values (e.g. ETHI & HACK).”
Why did you select ETHI as the fund you’d like to own?
“ETHI is our absolute favourite ETF/investment option, as it continuously screens out unethical and destructive companies. Furthermore, as the climate crisis is a serious issue for our futures, it only makes sense to invest in what will leave our world a better place.”
If you had one snippet of advice to give to someone thinking about investing, but hasn’t yet, what would you say to help encourage them to get started?
“The sooner you start, the earlier you could be financially free!”
Learn more about our ethical range
Thank you to everyone who entered and keep an eye out for future giveaways, ETF information and portfolio construction tips.