Topic: Portfolio Construction

In this episode, Alec and Bryce chat to Ben Gisz, who's the co-founder of TDM Growth Partners. Ben, along with co-founders Hamish Corlette and Tom Cowan, has grown TDM’s assets under management from $1 million to over $1 billion. Ben is also a non-executive director in Pacific Smiles (ASX: PSQ), one of TDM’s portfolio companies.

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 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 we debunk the myth that you need to be an expert to build a great portfolio. The truth is, it's simple, as long as you're dedicated, do your own research and are prepared to have some fun. We discuss the simple building blocks that we think are fundamental to building a balanced portfolio. This is achievable for all of us!

The theme of this episode is all about 'just getting started'. In the spirit of this we are introducing the concept of an index. An index is the perfect opportunity to take the indecision out of getting into the market and giving you access to hundreds of great companies all in one easy trade. It is the perfect way to just get started!