Equity Mates Investing Podcast

Essentials: Our investing playbook

26 snips
Jan 11, 2026
Dive into the core-and-satellite investing approach, where low-cost index funds lay a sturdy foundation for portfolios. Discover why beating the market is a tough task and how dollar cost averaging helps take emotion out of investing. Learn a four-step stock checklist focusing on product-market fit, competitive advantages, reinvestment strategies, and valuation metrics. Plus, find insights on spotting stock ideas and whether a satellite portfolio is really necessary.
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INSIGHT

Core: Buy The Market, Not Stocks

  • A core should be low-cost, market-cap weighted, globally diversified index funds that buy the whole market.
  • This approach captures average market returns without stock-picking stress and has historically delivered enough for investors.
INSIGHT

Most Active Managers Underperform

  • Beating the market is incredibly hard and most active managers fail over long periods.
  • SPIVA scorecards show only a small fraction of managers outperform indexes across regions and time horizons.
ADVICE

Prioritise Ultra-Low ETF Fees

  • Build your core with low-fee ETFs to keep costs near zero and retain returns.
  • Aim for fees in the low tenths to hundredths of a percent to maximise long-term compounding.
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