Topic: Portfolio Construction

Today we’re joined by Kerry Craig from JP Morgan Asset Management who is busting us out of our home country bias and helping us right our portfolio construction.

How many ETFs should I be investing in? That was the question Chris asked in the Equity Mates Facebook Discussion Group and that is the question we set out to answer in this episode

As we get into the new year, we discuss how we’re setting up our portfolios and what we’re investing in for the year ahead.

Ren and Bryce also dive deeper with Charlie on topics such as constructing portfolios in a high inflation, high interest rate environment, savings accounts, types of assets, frequency of cash deployment, and when to keep cash on the side.

Candice and Felicity are joined by Jeff Cullen on today’s podcas!

Head of Research & Portfolio Management at InvestSmart, Nathan Bell discovered value investing after spending nine years as an accountant, including five at Deutsche Bank that ended in 2006, and has been with Intelligent Investor ever since. He is a CFA charter holder and his experience has guided our strong performance since 2011.

In this episode, Candice and Felicity set the scene with a market update, and a look at what they think is ahead of us. At first glance, the mix of slowing growth, high inflation, and central banks in tightening mode offers little support for the second half of the year. But the ladies believe it’s the perfect time to look at the other factors that might come into play. The markets have been sold off now to a point that might mean it’s a great entry point to slowly edge back into equities… They break down a couple of key themes they are looking at, and the stocks they like within these sectors.

It's a crossover episode from the team at Get Started Investing, together with You're In Good Company! The fun bits: CEO Maddy | Sara Blakely - Spanx Sophie | Brian Chesky - AirBnB Bryce | Elon Musk - Tesla & SpaceX Alec | Bill Pollock - Drake International. Investor Sophie | Cathy Wood Bryce | Jim Simmons Alec | Seth Klarman Maddy | Emma Fisher

It's a crossover episode from the team at Get Started Investing, together with You're In Good Company! The fun bits: CEO Maddy | Sara Blakely - Spanx Sophie | Brian Chesky - AirBnB Bryce | Elon Musk - Tesla & SpaceX Alec | Bill Pollock - Drake International. Investor Sophie | Cathie Wood Bryce | Jim Simmons Alec | Seth Klarman Maddy | Emma Fisher

What a time to be investing! This week we're joined by a very special guest, Mary Manning, who's a Portfolio Manager at Alphinity Investment Management. She talks to us about how to make sense of what's going on in the economy at the moment, when our portfolios might be showing a little bit of red, and things seem more unpredictable. Mary talks about the different industries she looks at through her work, and then we finish with a game we've invented - fad or future?

What a way to start 2022, with a New Year sale on stocks! If you're anything like us, your portfolio is probably looking a little worse for wear at the moment. The Nasdaq has commenced the year with a correction, and the latest data in Aus is suggesting we could be facing similar troubles. Tune into our first episode of season 3 as we discuss what is going on and how we are approaching these uncertain times.

Analysis paralysis is a real thing, because sometimes there’s so much information on offer, you just don’t know where to begin! In this episode, Sophie and Maddy talk about how they approach building their own individual portfolios, and how they think about diversifying across assets, regions, industry and sectors.

To close out the year, before we launch our Summer Series, Bryce and Alec chat to Equity Mates team member AND content manager, Darcy.Learning from, and then modeling other people is one of the fastest ways to Get Started Investing, and in this episode Darcy describes how he started. From his first investment, to what he is doing within his portfolio as he prepares for 2022. Web3, DAOs, NFTs ... Darcy is our man on the ground here at Equity Mates. This episode is full of great tips that will definitely have you getting started.Here at GSI, we unpack all the jargon and confusing bits with the goal of making investing less intimidating.

In this episode, Bryce and Alec talk to Gemma Dale, who’s the Director, SMSF and Investor Behaviour at NAB, about the principles behind building a balanced portfolio. They chat about Gemma's definition of a balanced portfolio, how actually to go about building one for yourself, and then they throw a stack of hypothetical scenarios at Gemma, playing a little game we call, Balanced v Unbalanced.

James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund. Today we’re going to talk about how they broadly construct a portfolio, then look at the specific individual stocks that they hold, introduce the fund, and close out with our final three questions we ask every guest.

In this episode, Candice and Felicity talk about all things property investing. They cover the principles of property investing, talk about the actual process and the steps involved, and then finally cover 2 structures you can choose from.