Nintendo's record-breaking launch, Mr. Beat-Up's best pick yet & Pimp my Portfolio

8 snips

Jun 15, 2025

Joining the discussion is Luke Larrative from Seneca, an expert in investment advice and portfolio reviews. He dives into Nintendo's record-breaking console launch and what it means for the gaming industry. The conversation also touches on the impressive performance of Zip in the evolving consumer credit landscape. Plus, Luke shares insights on portfolio strategies, emphasizing the importance of specialized managers and sector concentration. The segment wraps up with a community member's portfolio review, sparking engaging dialogue about investment trends.

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INSIGHT

Nintendo's Historic Switch 2 Launch

Nintendo's Switch 2 sold 3.5 million units in four days, breaking company records.
Nintendo has historically never had two successful consoles back to back until possibly now.

INSIGHT

Zip's Buy Now Pay Later Surge

Zip, a Buy Now Pay Later company, doubled its share price in 12 months, driven by US market growth.
BNPL's rising consumer credit use in the US is fueling Zip's impressive turnaround and profitability.

ADVICE

Build Core Satellite Portfolios

Use core ETFs like VAS and VGS for the portfolio foundation, adding small satellite stocks for specific sectors.
Choose focused active managers in areas like small caps or emerging markets to complement passive holdings.

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