The Curve

We've had maaany requests for this episode, so here it finally is - an entire episode dedicated to index funds! Index funds can be a great little feature in the old portfolio - especially for those who are new to investing. In this episode, Vic also explains the difference between active (managed funds) and passive funds (ETF or Index Funds). She talks about these two investing strategies and which one she uses. For more from The Curve:InstagramWebsiteTikTokNewsletter Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

In this episode, we cross to our very own UK correspondent (Sophie) to give an on-the-ground account of what is happening in the UK. At the moment they are trying to cool inflation by increasing interest rates. In this ep Vic uses the UK's current situation as a lesson in Economics as a whole and how interest rates affect the economy.  For more from The Curve:InstagramWebsiteTikTokNewsletter Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

Did you know there are only 38 companies in the history of the stock market that have paid a dividend for over 50 years? Traditionally referred to as 'Dividend Kings' (note: as of now we have re-coined the term 'Dividend Queens' for obvious reasons) are very stable, reliable companies. Dividend stocks are companies often held my investors with a shorter time to keep their money invested, but they can also be a great way to diversify if your portfolio has some more risky holdings. By the end of this episode we decided that dividend companies are like the Joe Jonas's of the world. You'll get the joke once you've had a listen 😂 For more from The Curve:InstagramWebsiteTikTokNewsletter Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

In this episode we talk about long term investing trends. These are trends that play out over a long period of time - think 10, 20, 30+ years. This is a really incredibly insightful episode, and relevant (especially) if you have a long time that you can keep your money invested for. We speak to Steph Perrin, who is a Global Equities Analyst at Milford Asset Management. She talks about the trends that she thinks we should be paying attention to, and looking for opportunities in. It will give you some really cool investment ideas - even Vic took notes in this episode! For more from The Curve:InstagramWebsiteTikTokNewsletter Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

Picking successful stocks can feel overwhelming, but a great place to start is by looking at current and future trends. In the investing world, these can be grouped into two main buckets: short and long terms trends. In this episode we were lucky enough to talk to Steph Batchelor who is a Global Equities Analyst at Milford Asset Management. She explains the importance of understanding short term trends, and how as investors we can use them to help us pick successful stocks. In next weeks episode we will go over long terms trends. For more from The Curve:InstagramWebsiteTikTokNewsletter Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

Welcome to Season 3 of Raising The Curve! We are so stoked to be back. For this first episode, we've decided to bring back a crowd favourite - a stock story. This is where we analyse a stock in detail and in todays episode we look at CostCo which is the fifth largest retailer in the world. We discuss their unique business strategy, it's billions of dollars on the balance sheet, returns to date and its future growth projections. For more from The Curve:InstagramWebsiteTikTokNewsletter Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

Do you understand how the law works when It comes to being in a de facto relationship + splitting your assets if you separate? A lot of us don't! In this ep we talk to Lauren Asprin, a proud member of The Curve Community and is passionate about educating when it comes to relationship rights. She has been working in this area of the law for over a decade so is well versed in what you need to know before you make a decision about keeping your assets separate, or combined.  For more from The Curve:InstagramWebsiteTikTokNewsletter Disclaimer: Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

This is part two of our conversation with Buffy Ellen - in this episode she gives us a peek into her personal investing portfolio. She talks about a few holdings (complains she has invested in) that she’s really excited about, and that have seen great returns so far. She explains why she invested in shares (rather than a house), and where her personal KiwiSaver funds are. For more from The Curve:InstagramWebsiteTikTokNewsletter This conversation has been proudly brought to life by our friends at Pathfinder (KiwiSaver & Managed funds), who have been investing ethically since before it was cool. Pathfinder Asset Management Limited is the issuer of the Pathfinder KiwiSaver Plan. Head to pathfinder.kiwi for more information and a copy of the Product Disclosure Statement. Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

In this episode we speak to Buffy Ellen, who worked in investing banking for a loooong time. She shares her insights on personal finances and in particular, her mentality towards saving and investing. It’s an incredibly empowering episode, that will remind you that women can be boss babe investors.  For more from The Curve:InstagramWebsiteTikTokNewsletter This conversation has been proudly brought to life by our friends at Pathfinder (KiwiSaver & Managed funds), who have been investing ethically since before it was cool. Pathfinder Asset Management Limited is the issuer of the Pathfinder KiwiSaver Plan. Head to pathfinder.kiwi for more information and a copy of the Product Disclosure Statement. Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.

In the third episode of our green mini-series we speak to the lovely Olive from Mindful Money, which is a charity working on improving investing transparency in NZ. She shares some SHOCKING stats about how much money is being sent offshore and invested in the likes of weapons, fossil fuels and animal cruelty. ALARM BELLS PEOPLE! This conversation massively reinforces the importance of understanding what and how your money is being invested - we hope you enjoy it! For more from The Curve:InstagramWebsiteTikTokNewsletter This conversation has been proudly brought to life by our friends at Pathfinder (KiwiSaver & Managed funds), who have been investing ethically since before it was cool. Pathfinder Asset Management Limited is the issuer of the Pathfinder KiwiSaver Plan. Head to pathfinder.kiwi for more information and a copy of the Product Disclosure Statement. Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.