How to invest in the S&P 500 Index [Owen’s September 24 Market Update]

Sep 26, 2024

Discover the iShares S&P 500 ETF and why it's a top choice for Australian investors seeking low-cost access to major US companies. Explore how global investments, especially in tech giants, reshape market perspectives. Learn about the unique risks faced by Australians in the S&P 500, including currency and geopolitical factors. Dive into strategies for diversification and understand how interest rates impact investments. Finally, uncover a new professional investment service aimed at enhancing financial portfolios.

Ask episode

Chapters

Transcript

Episode notes

Intro

00:00 • 2min

Navigating Interest Rates and the S&P 500

01:37 • 8min

Globalization and Investment: Understanding the S&P 500

09:20 • 3min

Comparing Global Investment Strategies: US Tech Giants vs Australian Banking Sector

12:26 • 3min

Simplifying Investment in the S&P 500 through ETFs

15:08 • 2min

Understanding Risks in S&P 500 ETF Investment

16:39 • 3min

Investing Insights: S&P 500 and Diversification Strategies

19:17 • 3min

Navigating Interest Rates and Investment Strategies

21:56 • 18min

Wrapping Up and Introducing Investment Services

40:20 • 3min

This episode breaks down the iShares S&P 500 ETF (ASX: IVV), a popular choice for Australian investors seeking low-cost, diversified exposure to top US companies.

Tune in to learn more about its benefits and risks and why it's a core holding in Rask Invest portfolios.

Plus, Owen updates you on what’s been happening in global investment markets over the past month.

Series resources

Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Rask Community: https://bit.ly/3UkFWel
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach

Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler

Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith

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.

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

Episode recorded at 12:30pm on the 24th September 2024.

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