Equity Mates Investing Podcast Our portfolio performance update, CHESS v Custodian explained & good news for Fortescue
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Nov 2, 2025 The hosts share insights into their personal investment portfolios and the importance of financial transparency. They discuss the upcoming ‘bull quarter’ for iron ore and its potential impact on Australian miners. The episode dives into the CHESS versus custodial debate, explaining their differences and the implications for investors. Listeners learn about the performance of core ETFs and satellite stocks, as well as the strengths of their investment strategies. Tune in for a comprehensive overview that makes investing feel more accessible.
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Iron Ore's Bull Quarter Drives Miners
- Iron ore shows a consistent seasonal pattern with strong gains in Nov–Dec driven by Chinese demand and pre-New Year stocking.
- Fortescue often benefits most, with December positive 80% of the past 10 years, so miners can lift the ASX when ore rallies.
Choose A Broker And Start Investing
- Don't get stuck debating CHESS vs custodian; choose a regulated broker and start investing regularly.
- Focus on the investments you make and stay consistent rather than agonising over the platform model.
Key Differences Between CHESS And Custodial Models
- CHESS registers shares in your name via a HIN, giving direct legal ownership, voting rights and easier transfers.
- Custodial models pool holdings under a custodian HIN and still give beneficial ownership but limit voting and registry actions.