Topic: Investing Basics
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The Best and Worst ETFs of 2021
The growing popularity of ETF's (exchange-traded funds) among the Equity Mates Community continues. The industry received record net inflows into existing ETFs and a number of successful new launches in 2021. Investors have shown a growing appetite for theme-based ETFs while maintaining similar enthusiasm for active and environmental, social, and governance factor-based ETFs. We came across some data about the biggest inflows and outflows for ETFs in 2021. Thanks to Morningstar. There were 5 ETFs that had over $800 million net inflow and 4 ETFs that had over $100 million net outflows. We can learn a lot about investor preferences from this data, so in this episode, Bryce & Alec unpack and discuss the top 5 most loved, and the top 5 least fav ETF's for 2021.15 March
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Unpacking Buffett's Letter - The Ultimate Investing Guide
It’s that time of year again, Warren Buffett has released his annual letter. These letters are often recommended as the #1 resource for a beginner investor, so in this episode Bryce and Alec give some perspective around who Warren Buffett is, and why he is so well regarded and respected by investors across the globe, and more importantly, what YOU can glean from this incredibly wise share market investor. The lads give some special take-aways from letters of past years, and unpack and explain this years letter in simple to understand terms. Here is a list of all the Warren Buffett letters including the current one. And some wonderful book recommendations to further your investing knowledge courtesy of Warren Buffett.8 March
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How to level-up your investing routine | Emma Edwards, The Broke Generation
Today’s episode is all about setting yourself up to make investing a breeze. It’s easy to have the best intentions when it comes to good money habits, especially at the beginning for the year! But we all know how easy it can be for life to get in the way. On today’s episode, Emma Edwards from The Broke Generation shares her experience of turning around her money story from a self-confessed natural born spender, to getting ahead financially. She shares her tips for achieving your financial goals without saying no to margaritas on a Friday night, and how you can level-up your investing routine and integrate it into your everyday life.22 February
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Inflation-proof your investments with these expert tips
There’s been a lot of chat about inflation recently, and if you’re only reading the headlines, you might be feeling concerned or confused about what it all means. So in this episode Bryce and Alec answer the big questions we all have as investors. What is inflation? Where are we seeing it today? Should you be looking to diversify into new investments now ... or stick to your long term ETF investment strategy? Should you steer clear of tech ... or just strap in? What’s an investor to do? It's all in this episode!22 February
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Mastering the W-8 Form for Tax Efficiency
Investing in your local economy is ok ... However, the opportunity to invest globally means that we can diversify and have access to some of the biggest companies on this spinning planet. We do have to build the skills, but we also do have to 'fill out the forms' to ensure we abide by the laws and treaties of different countries, but also avoid paying too much tax unnecessarily.15 February
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The Top Investment Resources for Your Journey | Summer Series
It’s the final episode of our summer series, and we’re rounding out the series with a comprehensive list of the best investing resources that Bryce, Alec and our community members have used in their investing journeys. There are a huge range of resources shared here, including books, podcasts, websites and videos. There’s something for everyone in this episode.25 January
Sponsored by Superhero
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General
#6 Patience is a virtue | Investing convos every millennial should have
So you’ve downloaded your broker, you’ve done the research, you’ve even been brave enough to buy your first parcel of shares… but what do you do now? At YIGC we talk a lot about having a passive, ‘set and forget’ approach, but if you want to be more hands-on, you’ll need to be more actively involved. In this episode, Sophie and Maddy talk about re-evaluating your goals, looking and assessing your investments, and how to stay informed.25 January
Sponsored by Superhero
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General
#3 Brokers | Investing convos every millennial should have
You’ve got some cash saved up, you know you want to invest, but now where do you go? You know there’s Mecca for beauty, Booktopia for books, Amazon for everything else… But where do you find the stock market? Maddy and Sophie talk about the different things they consider when they use brokers - Australia v Global, Fees, Chess v Custodian - and whether it even matters! Then Sophie and Maddy walk through the steps to actually *buy* some shares.4 January
Sponsored by Superhero
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How to Choose the Right Investment Style for Your Financial Goals | Summer Series
21 December
Sponsored by Superhero
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#1 Money goals | Investing convos every millennial should have
We are always told about how important it is to have an investing goal, but what is really the point? And what should we do if we’re struggling to form one? Sophie and Maddy share their short term, medium term, and long term goals, and discuss the strategies they use successfully to keep themselves on track (most of the time).21 December
Sponsored by Superhero
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Stop making these investing mistakes! | Get Started Investing
Hey! Scared of investing because you don't want to stuff it up? Well, this is the right place to look. We’ve all made mistakes, and WILL make more mistakes as we learn to invest. That's part of the course! Don’t let the fear of making one stop you from getting started, and if you're wondering what other mistakes might be lurking on the horizon, that's what this episode is all about. We go through some of the most common mistakes out there, so you hopefully don’t make them yourself. If you want to let Alec or Bryce know what you think of an episode, contact them here.16 Dec, 2021
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Understanding different types of assets
We continue our chapter series with a deep dive into all your questions about assets! An asset is any resource that can be owned or controlled and has economic value. Everything from your house or your car, to a business’ intellectual property, are assets. Alec and Bryce talk about elements that beginner investors should think about when making investment decisions around assets, especially when making judgements on risk. They also talk about which asset class produces the best returns, what the most popular asset classes are, and why they could be useful...16 Dec, 2021
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ESG Investing - What are my options? | Get Started Investing
In today’s Get Started Investing, we rehash some of the concepts that we’ve learned over the past two weeks, outline the divestment v engagement debate, and then talk about what you should be looking for when you’re backing the professionals to select your ESG stocks for you, and talk about how to look for an ethical super fun.16 Dec, 2021
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How to record & track an investment thesis | Building a Thesis | Part 2
In this second installment of our three part series on building a thesis, Bryce and Alec talk about how to track your thesis, how often to revisit it, and how to understand when your thesis is broken. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a few examples that we can all learn from.16 Dec, 2021
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5 mistakes to avoid when investing in ETFs
Don't make these mistakes when you're investing in ETFs!16 Dec, 2021
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How to build a balanced portfolio
Tune into this episode with Gemma Dale to learn about the key pillars to building an portfolio.16 Dec, 2021
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Dollar Cost Averaging 101 | Get Started Investing
Dollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment.16 Dec, 2021
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Community Spotlight: How Flynn's Buy-and-Hold Strategy Pays Off
A good friend of the Equity Mates Community is Flynn. Flynn is a 30-year-old lawyer and one of the best DCA investors we know. He's NEVER sold a stock he's owned. Dollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment.30 November
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How to Master Dollar Cost Averaging for Maximum Returns
Dollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment. Dollar cost averaging is where you invest smaller, fixed amounts on a regular basis. It’s generally done over an extended period. For example; you may have $2000 you want to invest. Rather than investing the lot at once, you might invest $20 every fortnight. It takes away the emotion of buying and selling. Regardless of what the market is doing, if it’s up, or if it’s down, you will invest the same amount each time.You don’t have to think about it. What this means, is when the market is down, you will buy more, and when the market is up, you will buy less. So rather than risking all of your money at once, you buy into the market often, reducing the effect of the market moving up and down. It can be a great way to build wealth over time.23 November
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The race to zero brokerage & what that means for investors | w/ Conrad Song
Episode #135 of Equity Mates on AusBiz TV.9 Nov, 2021
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Everything You Need to Know About Cryptocurrency
We are finally jumping on the bandwagon and crossing over to the dark side… Welcome to the world of cryptocurrency! Tune into today’s episode to learn all the basics you need to know to get started. We discuss what crypto actually is, how it works and why it’s so damn popular.2 November
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How Froomes is Investing to Make a Million Dollars
From a lockdown boredom idea of trying to double $500 in one week, to rolling a cryptocurrency wave, Lucinda Price (best known as Frooomes) has settled with the idea of investing money for the long term in order to reach millionaire status.19 October
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What the Heck is an ETF?
Have you been thinking about investing, but have no idea where to start? Or what to actually invest in? Let us be your investment guides. I bet we won’t be the first or the last to tell you not to put all your eggs in one basket.14th Oct, 2021
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Compound Interest: The World’s Best Kept Secret
Ahh the magic of compound interest.... Albert Einstein refers to it as the 8th wonder of the world. He says, ‘he who understands it, earns it. He who doesn’t, pays it’. But do you actually understand how it works? You’ve come to the right place! In today's episode, we break down everything you need to know about compound interest and how you can turn $5,000k into $1,500,000.28 September
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Community Spotlight: SMH Jessica Irvine's Top 6 Sharemarket Tips for Beginners
Bryce and Alec continue their conversation with our wide community of investors, and today they talk to Jessica Irvine, Senior Economics writer for the Sydney Morning Herald. In this conversation, they talk about what barriers Jessica saw that made her hesitant, how she overcame these challenges, and the resources that were really helpful when she was researching those first steps14 September