In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith discuss:
– Australia’s ETF market surging to $300B in FUM
– Sharp drops in Tesla and NVIDIA, and the impact on fake portfolios
– Portfolio rebalancing lessons: when to top up, when to review
– Why position sizing is the unsung hero of good investing
If you love learning about ETFs, stock picking, and portfolio strategy, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
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Topics Covered
– Portfolio Performance Overview
– What's going on with NVIDIA?
– Merger Insights – Solpatz and Brickworks
– The Allure of Stock Picking
– AI's Impact on Investing
– Owen's Crazy Idea
– Public vs Private Markets
– The Future of Active Management
– Drew's Two Asset Class Picks
– Be More Like Warren Buffet or Charlie Munger?
– Bridging the Gender Gap in Investing
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– Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg
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