Australian Investors Podcast Building a $100k ETF portfolio with Jess Leung from Global X
18 snips
Sep 24, 2025 Jess Leung, an ETF portfolio manager at Global X and advocate for accessible investing, shares her fascinating journey from stock picking to ETF management. She discusses constructing a $100k portfolio using Global X ETFs, emphasizing core, satellite, and thematic strategies. Key allocations include the A300 for broad ASX exposure and GXAI to tap into AI's potential. Jess highlights the importance of keeping investing simple and consistent, encouraging listeners to start early and build confidence in their financial journeys.
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Early Investing Classroom Moment
- Jess first learned investing in year three when her teacher gave the class a stocks newspaper exercise with $10,000 of pretend money.
- Her portfolio beat the class and that early experience sparked her career in finance and ETFs.
ETF PMs Are Risk Managers
- ETF portfolio managers act primarily as risk managers, not stock pickers, aiming to minimise tracking error to an index.
- Jess emphasises delivering precise, repeatable index returns rather than generating active alpha.
Running ETFs Is Like Air Traffic Control
- Jess compares running many ETFs to air traffic control: monitoring flows, corporate actions and rebalances across portfolios.
- The analogy highlights the operational complexity and continuous execution needed to keep funds on track.