September 2022 Christchurch-based twenty-somethings Grace and Dave established their portfolio at the beginning of July 2021 with a $NZ10,000 investment. They purchased holdings in ETFs, Investment Trusts and direct shares through their online share trading platform, TradeDoor. Their core goal in establishing an investment portfolio was to build up towards a deposit for a house.…
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early January 2022 Just a reminder as to where we’re at with our persona-based scenario. Christchurch-based twenty-somethings Grace and Dave established their portfolio at the beginning of July 2021 with a $NZ10,000 investment. They purchased holdings in ETFs, Investment Trusts and direct shares through their online share trading platform, TradeDoor. Right now, they’re at the…
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July 2021 We’re back with Grace and Dave, to see how they are getting on since they made their big decision a fortnight ago to pursue their investment goal. They’ve been busy! Grace and Dave made a concerted effort to take a holistic approach to their investing, blending their own experiences and beliefs with some…
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June 2021 Okay, so let’s get some context out of the way first. Dave is a mid-twenties male. He’s originally from Wellington and studied hard at Weltec, followed by an apprenticeship to gain his trade qualifications. He made the move to Christchurch to be closer to his girlfriend, Grace. These days, he’s working fulltime as…
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