The Equity Mates Toolbox

At Equity Mates, we hate unnecessary or excessive fees, and understand that brokerage costs can eat into your investment returns. That’s why we love Superhero a broker that offers $0 brokerage when buying ETFs. Not only does this make investing more accessible, but it also means you can keep more of your returns. Plus, Superhero has an auto investment feature, making it super easy to grow your wealth passively.

Superhero was also voted by the Equity Mates community as the 2022 ‘Platform of the Year‘.

We talk a lot on the podcasts about the benefit of Dollar Cost Averaging. Dollar cost averaging is a smart way to invest regularly without worrying about market fluctuations. With this strategy, you invest a fixed amount of money into an investment, regardless of its price, which helps reduce risk and promote consistency.

With Sharesies, you can take advantage of their auto-invest feature with no minimum investment required. Simply choose your investments from the Australian, US, and NZ markets, set your regular investment amount, and let auto-invest do the work for you

Use promo code GROW when you sign up to the Sharesies platform for $10 in your account, ready to invest. This is a public code available to everyone, and Equity Mates Media don’t receive any commercial kick-back if you use it. It’s all for you!

Stake is a fantastic broker for those looking to invest in the US stock market. It’s super easy to set up an account and the app interface is definitely one of the best on the market.

One of the standout features of Stake is their fractional US share purchasing, which allows for more flexible and accessible investing. You can buy US stocks for as little as $10!

In addition, Stake automatically takes care of the tedious task of US tax compliance forms, and after fees, forms probably come a close second to biggest annoyance at Equity Mates!

IG Markets is a great choice for anyone looking to invest overseas and access international markets. The platform offers a wide range of financial instruments from multiple countries, including stocks, indices, commodities, and currencies.

The user interface may take some getting used to, as it can feel clunky, but it becomes more manageable with time. IG Markets also provides helpful educational resources and research tools to assist with informed trading decisions.

CommSec is Australia’s largest and most well-known broker. It’s been around for over 20 years and has become the benchmark in the industry. The platform is pretty easy to use, but what really set’s it apart is it’s wealth of resources, technical analysis tools, and broker recommendations.

However, it’s worth noting that with this information comes a higher cost. CommSec has higher fees compared to some of the low-cost options, especially for trading in the United States. Despite this, CommSec remains one of the better brokers around and its popularity among Australian investors speaks to its overall quality. If you’re looking for a well-established platform with a great reputation, CommSec is a solid choice.

At Equity Mates, we believe that investing in your child’s future shouldn’t come with a hefty price tag. That’s why we love Vanguard’s Personal Investor Kids account. With a low minimum investment of just $25 and no account fees, you can keep more of your money where it matters most – your child’s future.

The platform offers four ready-made portfolios, each designed to provide a complete and diversified investment strategy, so you can invest with confidence. The lack of fees and easy-to-use options make the Vanguard Personal Investor Kids account a great choice for parents who want to help their children build wealth over the long term.

Swyftx is an Australian-owned and operated crypto exchange that offers access to a wide range of crypto assets, including Bitcoin, Ethereum, and over 300 other digital currencies, making it one of the most comprehensive exchanges in the market.

One of the best features of Swyftx is its recurring orders, allowing you to automate your deposits and have them automatically distributed across your chosen crypto assets. With a minimum order of only $1, Swyftx makes it accessible for everyone to start building a diversified crypto portfolio.

Get $15 of Bitcoin when you sign up to Swyftx

Bamboo is a micro investing app that makes it easy for you to invest in digital currencies like Bitcoin and Ethereum. Digital currencies can be confusing, so they’ve tried to make investing as effortless as possible.

Bamboo syncs with your selected bank accounts and rounds up transactions to the nearest dollar, so you can invest in the digital currencies automatically as you spend.

Use EQUITY MATES for $10 of Crypto when you sign-up to Bamboo.

Keeping up with the news is important for investors because it can provide valuable information and insights that can help inform investment decisions.

The Financial Times is a great resource for investors who want to stay up to date with the latest news and information. This newspaper provides comprehensive coverage of the economy, the stock market, and a wide range of industries and companies. The Financial Times also offers expert analysis and commentary on current events and their potential impact on the markets, giving investors valuable insights and perspectives that can help inform their investment decisions.

The Financial Times is the news website that the team use everyday to keep informed.

If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities.

TIKR Terminal provides access to a powerful machine-driven solution that allows you to screen and evaluate companies based on financial estimates, transcripts, writings, and other key data.

Want to know what stock the legendary Warren Buffett is buying? With TIKR Terminal, you can also get a glimpse into the portfolios of 10,000+ investors, including company insiders, hedge funds, and other top players in the game.

Join now via Equity Mates.

One of the best ways to gain that knowledge is by reading books on investing and finance. On our recommended books page, we’ve compiled a list of quality books on investing and finance that have been highly recommended by our hosts, community, and experts in the industry.

In addition to books on investing, we’ve also included titles on business, biographies, and history. These books offer valuable insights and lessons that can be applied to investing and financial decision making.

We have also written our own book Get Started Investing which you may find useful, and the team recently compiled a list of 7 of our favourite investing books.

Whalewisdom.com is a powerful resource for tracking the investment activity of institutional investors, mutual funds, and hedge funds. This comprehensive platform provides access to 13F filings filed with the SEC, revealing key equity holdings of these investors. By analysing these filings, you can gain valuable insights into the investment strategies of these large investors and potentially discover new investment opportunities.

The reddit group: Security & Investment Analysis is a good place to find investment firm letters and reports, here is Q4 2022 as an example.

Additionally keep an eye on the Equity Mates investor letters page to see all our content on the topic.

Keeping an eye on annual reports is a crucial aspect of informed investing. For investors, annual reports provide valuable information on a company’s financial performance, strategies, and future plans.

One good place to find annual reports is annualreports.com, which provides a vast collection of company annual reports from around the world.

By reviewing these reports, investors can assess the health of the company, identify trends, and make informed investment decisions. In addition, annual reports also provide insights into a company’s management, its risk factors, and overall market conditions, making them an essential tool for anyone looking to invest in the stock market.

Sharesight makes the whole tracking process super straightforward and is the best product we have come across in the market to track your investment portfolio.

It has the ability to track the price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. You can also add in your cash accounts and property to get the full picture of your portfolio – all in one place.

Join now via Equity Mates and save 4 months when you purchase an annual premium plan.