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649b equity market update, investment structures, Tesla’s dominance, Apple vs Microsoft + more (campfire chat with Gemma Dale)
Dec 6, 2023
In this campfire chat, Glen James is joined by Gemma Dale, Director of SMSF and Investor Behaviour at nabtrade. They discuss the performance of different markets, recent deals, venture capital funds, stock market performance, managed accounts vs. pooled asset vehicles, ETFs, investment structures and tax considerations, innovation in financial services, and the importance of consistency and quality decisions in investing.
01:22:18
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Quick takeaways
- Managed accounts offer individual asset ownership, customization, and tailored investment strategies for direct control over investments without tax consequences and transaction costs.
- When choosing a brokerage platform, prioritize factors like quality decision-making and investment behavior consistency rather than solely focusing on cost.
Deep dives
The benefits of managed accounts
Managed accounts provide the benefit of individual asset ownership, allowing investors to have direct control over their investments without being affected by other investors' behavior. This eliminates the potential tax consequences and transaction costs associated with pooled vehicles like managed funds. Additionally, managed accounts offer the advantage of customization and tailored investment strategies to meet individual needs and goals.
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