money money money 938 is AI the new dot-com, selling winners, property post-budget + more
21 snips
Sep 21, 2026 
Owen Rask, Australian investing commentator and founder of Rask, joins a lively Q&A on money decisions. They explore when to sell high-performing ETFs, how index funds evolve, and rebuilding wealth in your 40s. Plus, regional property after budget changes, renovation timing around CGT reforms, bold listener money risks, and balancing future investing with enjoying life now.
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Let Your Portfolio Rules Sell Winners
- Set a target allocation for satellite investments and rebalance on a quarterly or six-month schedule.
- If a semiconductor ETF grows beyond its limit, sell down to the rule rather than letting excitement rewrite your portfolio constitution.
AI Has Substance But Still Risks Bubble Pricing
- AI has more underlying substance than many dot-com companies, but genuine businesses can still become overpriced.
- The narrower the investment theme, the stronger recent returns may look—and the greater the risk that the cycle turns.
Indexes Invest In The Market’s Evolution
- Broad index funds capture the stock market's evolution, replacing yesterday's dominant industries with tomorrow's.
- A 70-year holding period can suit IVV, but large-cap international equities should not automatically be your entire portfolio.
