Bryce's portfolio is out of sync. Over the past year his leveraged ETFs have run hard and grown into a large percentage of his total portfolio.
So now he's wondering what he should do: rebalance, let his winners run, double-down?
To help us think through what to do next we called one of Australia's top financial advisers, Charlie Viola of Viola Private Wealth.
That's not all we cover in another big episode of Equity Mates:
- More good news for Nvidia with its Blackwell chip selling out
- But there is a risk in their customer concentration
- The number of Australians behind on their mortgage has doubled since 2016
- Why the stock market is history's greatest wealth creator
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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.
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