The Staggered Rebalance

Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast and talking about 6 top global equities funds/ETFs.

Note: we're talking about funds or ETFs that are not necessarily part of your Core portfolio.

I -- Owen here -- would consider using iShares S&P 500 ETF (ASX: IVV) or Vanguard MSCI International Shares ETF (ASX: VGS) in the Core of a portfolio long before using the funds we talk about below.

For more information on how I'd invest a Core portfolio, please refer to Rask Core 🌏

The 6 funds mentioned include:

1. Global X FANG+ ETF (ASX: FANG)
2. Fidelity Global Emerging Markets Fund (Managed Fund) (ASX: FEMX)
3. Nanuk New World Fund (Managed Fund) (ASX: NNUK)
4. VanEck Wide Moat Focus ETF (ASX: MOAT)
5. BetaShares Global Cybersecurity ETF (ASX: HACK)
6. VanEck MSCI International Quality ETF (ASX: QUAL)

Submit your question or make a bold statement here.

Be sure to select “The Australian Investors Podcast” when it prompts you to say where you want your question answered.

If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question.

Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

Join The Intelligent Investor & save

This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

📈 Click here for a free 15-day trial

💸 Click here to join today ($100 off)

Trade ASX, US & HK stocks for just $9.50!

The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!

✅ Click here to join SelfWealth

Access Alan Kohler’s Eureka Report

Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

🗞 Click here to join today (10% off)

📱 Free 15-day trial

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Date recorded:

Learn more about your ad choices. Visit megaphone.fm/adchoices