self-directed investor (working age)
August 2020

How a self-directed investor's industry insight led to a huge investment portfolio winner

A self-directed investor has unique insight into the construction industry and believes a related software stock will be successful. But he is concerned about valuation. What gives?

Person

Self-directed investor of working age.

Platform

IG (non-super) & Praemium (super)

Result 1

100%
position outperformance over benchmark over 3 years

Result 2

30
portfolio positions, down from 40 previously.

Situation

.

Execution

.

Results

.

Testimonials

Don't take our word for it, take theirs!

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John Carter
VP of Marketing at Webflow

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Jason Larson
Marketing Lead at Google

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Sophie Moore
Head of Marketing at Facebook

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