💰 Dividend income, diversification & growth alts. | Passive Income [1/5]

Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP.

Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more.

Topics:

Topics covered in Part 1 include:

• Balancing capital growth versus dividend income
• How tax works on:
• Blue-chip shares
• Managed funds
• ETFs
• Superannuation
• Investment property
• Historical returns (over various timeframes)
• Australian equities - 9-10% per year, half from income
• Australian property - 9-10% per year, ~2% from income
• Bonds - currently yielding 3.5%, up below 1% a year ago
• Diversified portfolios - 7-10% in the past is now 4-6%
• Strategic Asset Allocation (SAA) and diversifying your portfolio
• Sniff test:
• Direct stocks
• LICs
• REITs
• Residential property
• Commercial
• Crypto
• Managed funds
• ETFs
• Drew's "growth alternatives" bucket

Watch the video version on the Rask Australia YouTube page.

Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies.

Join The Intelligent Investor & save

This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

📈 Click here for a free 15-day trial

💸 Click here to join today ($100 off)

Access Alan Kohler’s Eureka Report

Eureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:

🗞 Click here to join today (15% off)

📱 Free 15-day trial

If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).

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.

Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

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

Date recorded: 9th of June 2022

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