"I wish I knew this earlier" - We help a beginner investor build her portfolio

You don't have to be an expert to invest! Yet there are so many questions and roadblocks that come up when you start investing. In this episode we answer the real time questions of one investor at the beginning of their journey. It's raw and honest; no question is off the table and no mistake is too silly.

We cover: 

• Introduction to our investor: Emily and her portfolio so far (will she achieve her dream of buying a Lamborghini?) 
• There are so many ETFs that are so similar, how do you choose the right one? 
• When should you consolidate? 
• Did she set up dividend reinvestments correctly?
• Emily’s secret US portfolio she tactfully didn’t mention until the end 

We love answering your questions! Leave us a voicemail and we’ll answer your question on the show. Get a daily dose of Equity Mates in your inbox by signing up to our newsletter.

—------

Want more Equity Mates?

• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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. 

Get Started 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.

Hosted on Acast. See acast.com/privacy for more information.