Equity Mates Investing Podcast

What's in our portfolios today: ETFs, Bitcoin and big bets | Real Talk

25 snips
Aug 17, 2025
The hosts dive into their personal investment portfolios, revealing a mix of core ETFs and bold satellite bets like Bitcoin. They reflect humorously on their eight-year investment journey while sharing insights on portfolio performance and strategy. A playful discussion about burritos adds flavor as they compare impressive returns and asset allocation choices. Listeners learn the importance of diversification, consistent contributions, and how personalized strategies can enhance financial growth. Tune in for laughter and valuable investment insights!
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ADVICE

Use Core-And-Satellite

  • Use a core-and-satellite split so you own broad market exposure and a smaller sleeve to try to beat it.
  • Keep core large and satellites concentrated to avoid overcomplicating your portfolio.
ADVICE

Automate A Low-Cost Core

  • Build a core portfolio to capture market returns with low-cost, market-cap weighted ETFs.
  • Use dollar-cost averaging and automate contributions to keep it simple and consistent.
ANECDOTE

Bitcoin Grew Into A Big Slice

  • Bryce holds six ETFs as his core plus two thematic ETFs and says they make up 67% of his portfolio.
  • He also holds 14% Bitcoin which has grown and now dominates his allocation unexpectedly.
Get the Snipd Podcast app to discover more snips from this episode
Get the app