Tracking high-profile investors: Chamath, Cathie, and Ron
Amar shares his winning strategy of betting on people
Update from the team: AssetClass launched on Product Hunt! 🚀🙌
In this series, we show investment portfolios of real self-guided investors and ask about their investment philosophy. Our goal is to bring a holistic perspective to retail investing and normalize conversations about wealth building.
None of this information is financial advice or recommendation. Do your own research.
Investor profile
Name: Amar Shah @amarshah on Twitter, @amartshah on IG
Age: 26
Family: Not married, no kids
Location: Â SF Bay Area, CA
Job: Co-founder at GetChange.io
Portfolio overview
What type of an investor are you? What are your goals, activity level, risk profile etc?
I generally like to invest in things that I find interesting to read about and are in line with my passions (technology). I classify myself (as does Fidelity) as an investor with a risky appetite. My ultimate goal is to invest over 5 – 7 year investment horizons with the goal of beating the S&P 500.
Can you describe your current portfolio and how you got there?
When I first started out investing, my dad insisted that I buy general market ETFs as I was investing out of my ROTH IRA and had no plans to move the money for a LONG time.
After learning about various ETFs and building a base, I was eager to learn and pick different stocks. I quickly realized that this was time-intensive, and I was not at the point in my life where I would be able to do this well. From there, I decided to back people not stocks – if I believe these exceptional people will build value over a longer period of time. If I pick successful people, I will have a successful portfolio.
Aside from my cryptocurrency and base, I’ve picked three individuals I believe will be extremely successful high-profile investors – Cathie Wood, Chamath Palihapitiya, and Ron Baron.
I’ve had this strategy for approximately 2 years and the track record speaks for itself.Â
Any investment wins or mistakes you can share?
My biggest learning has been to always average in / average out and never to make haste decisions. My biggest advice is to get someone who enforces this on you. When I decided it was time for me to quit my job to start my own company, I decided to sell 40% of my portfolio (all TSLA stock at the time) in one trade. This has been one of the biggest mistakes of my life as I had mixed emotions with investing.
Always have a trusted person to ensure you stick core to your beliefs. My other big advice is learning to manage risk. If there is a risky asset you are excited about – go for it when you are young. The faster you learn how to manage risk, the more confident you will be when you have more capital to allocate.Â
What investment opportunities are you excited about in the future?
I’m excited about new climate technology investments. This space has been hot in the private markets (especially VCs) and I am excited when this becomes more mainstream in the public markets.Â
I’m also extremely excited about the younger generation having access to Donor-Advised Funds (DAFs). Being able to donate stock is a great way to give back and a way to generate more money for nonprofits!
Where do you get investing information, inspiration and validation?
I started off my career in finance and was able to learn to develop a strong foundation from practical experience. From family and friends – to Twitter, investing inspiration is truly everywhere. I’ve even done things like following Nancy Pelosi’s portfolio to see what congress members are purchasing!
Want to share your portfolio and tips with our community? Email portfolio@assetclass.app
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