Summer Series: NEXTDC Ltd (ASX: NXT)In this episode, we unpack Nextdc Ltd. The company is involved primarily in the development and operation of independent data centres in Australia
EM Portfolio: Yearly Wrap For The Equity Mates PortfolioIn this episode, we take a look at the core portfolio, its performance, and review the current ETF structure. We also go through the winners and losers of the satellite portfolio, discuss the Bitcoin position, and what's to come in 2020.
EM Portfolio: Community Stock Pitches & October BuysFor our satellite portfolio, we hear two stock pitches from members of the Equity Mates community. Daniel and Euan both come on to walk us through stocks they believe will be great additions to the EM portfolio.
Portfolio Update | Ask Us Anything | ETF CompetitionAs usual, once a month we take a few questions from the Equity Mates community to answer on the show. In this episode we cover:
EM Portfolio: Stock Pitch - Salesforce (CRM)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.
EM Portfolio: Listener Stock Pitch - Citadel GroupBuilding 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!
EM Portfolio: First Investment Committee MeetingIt'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.
EM Portfolio: Core Portfolio Weighting & What To Do With AfterpayOur 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!
EM Portfolio: Building our core portfolioIn 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.
EM Portfolio: Our Hypothetical Portfolio Is Revived & ReviewedWay 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.