Victoria & Brooke Reveal the Really Simple Framework Behind Their Investment Portfolios

Nov 11, 2025

Brooke Green, a disciplined retail investor, joins to share her practical approach to building an investment portfolio. She and Victoria discuss the surprisingly simple core-and-satellite strategy that fosters steady growth while allowing for exciting, riskier picks. They reveal how to avoid the common traps of trying to beat the market and stress the importance of a well-structured core to reduce investment stress. Brooke also shares a clever hack to fund her fun investments without dipping into her paycheck!

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INSIGHT

Core-Satellite Portfolio Framework

A core-satellite portfolio keeps most money in stable, diversified 'core' holdings and a small portion in higher-risk 'satellites'.
This structure balances reliable long-term growth with space to experiment without derailing goals.

ANECDOTE

COVID Sparked Brooke's Portfolio Shift

During COVID-19 Brooke used extra time to learn investing via TikTok, subreddits and podcasts and restructured her portfolio.
She moved from chaotic direct-share bets to core ETFs, then added satellites for experimentation.

ADVICE

Cap Satellite Exposure Small

Limit satellites to a small portion of your portfolio (Brooke suggests under 5–10%).
Use satellites for thematic ETFs, individual shares or crypto you care about and can afford to lose.

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Want the inside scoop on the seriously simple strategy behind Victoria and Brooke's investment portfolios? This ep is all about the framework they both use today, and Victoria used with her high-wealth clients when she was a financial advisor. They're breaking down exactly how to structure a portfolio that quietly builds wealth without the 3am panic checks, how to balance steady growth with the spicy picks that keep it interesting, and why trying to beat the market is probably costing you more than you think.

Inside this ep:
📈Why trying to pick winners is statistically a losing game... and what actually works instead
📈The framework so simple, you'll wonder why you ever thought investing was hard
📈How to know if something deserves a spot in your portfolio (or if you're just FOMO buying)
📈The hack Brooke uses to fund her fun picks without touching her paycheck
📈The mistake that could be quietly draining your return and how to fix it fast

If you've ever looked at your investments and thought "is this actually a strategy or am I just... hoping?" this one's for you.

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Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements.

The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

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