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EM Portfolio: Stock Pitch – Salesforce (CRM)

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It’s time for another investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear Bryce’s first stock pitch. Bryce has chosen one of the large software companies over in the States – Salesforce (CRM). For more information on the Equity Mates Hypothetical Portfolio – head to our Portfolio …

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EM Portfolio: Listener Stock Pitch – Citadel Group

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Building the hypothetical portfolio is as much about hearing ideas from the Equity Mates community as it is about our ideas. In this week’s episode, we welcome Ben, from University Of Western Australia Student Managed Investment Fund, for the first listener stock pitch! Ben and the team have spent time analysing Citadel Group Ltd (ASX: CGL), so we invited him …

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EM Portfolio: First Investment Committee Meeting

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It’s time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear the first stock pitch. To kick it off we discuss a stock that has performed particularly well over the past few years – Magellan Financial Group (ASX: MFG). For more information on …

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EM Portfolio: Core Portfolio Weighting & What To Do With Afterpay

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Our hypothetical portfolio is nearly at the stage where we can start building it out. The rules are in place, the core and satellite portfolios have been defined, and now all that’s left is for us to finish the components of the core, and decide what to do with Afterpay! In this episode, we: Review current satellite portfolio and decide …

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EM Portfolio: Building our core portfolio

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In today’s episode we continue building our renewed hypothetical portfolio. We are taking a ‘core and satellite’ approach to this portfolio, so we spend this episode discussing the strategy for the core portfolio. We then select some specific ETFs that will form the basis of our core portfolio. In this episode you will learn: The principles of a ‘core and …

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EM Portfolio: Our Hypothetical Portfolio Is Revived & Reviewed

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Way back when we started Equity Mates we also started a hypothetical portfolio. We would add a new stock each week/month, but as we got busier, we put it on the sidelines. In this episode we revive the hypothetical portfolio. It’s been sitting there, untouched, since 2017, which is why you will see some questionable stocks in there, as well …