Essentials: Our investing playbook
Equity Mates Investing Podcast
The 4-step stock checklist
Bryce introduces their checklist: great product, sustainable advantage, reinvestment ability, and reasonable price.
We’re back with Essentials, breaking down how we actually invest.
In this episode, Bryce and Ren explain their core & satellite approach, why low-cost index funds form the foundation of their portfolios, how dollar cost averaging removes emotion from investing, and the simple framework they use to find and assess individual stock ideas.
Timestamps:
01:16 Core & satellite explained
02:33 Building the core
04:25 Why beating the market is so hard
06:22 Bryce’s core portfolio
08:14 Ren’s core portfolio
08:42 Dollar cost averaging
13:06 The satellite portfolio
14:00 Finding stock ideas
17:54 The 4-step checklist
23:17 Do you even need a satellite?
Links mentioned:
- Hear Ren unpack his portfolio in depth in this recent episode here.
- For stock market news we follow Tickr and Gurufocus.
- Find out 4-Step Stock Checklist here.
- Check out The 12 Steps to Get Started Investing special podcast series launching Tuesday 13th January here.
Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.
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Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
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Looking for some of our favourite research tools?
- Download our free Basics of ETF handbook
- Or our free 4-step stock checklist
- Find company information on TIKR
- Screen the market with GuruFocus
- Track your portfolio with Sharesight
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.
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