Avsnitt
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So, you’ve saved a chunk of cash ready to invest (very nice), but you aren’t sure what to do next? In this episode we answer listener Ellen’s question, how would we invest a $5000 stash?
We go through:
Steps to take when deciding what to buyTwo approaches of how to invest it; lump sum vs dollar cost averagingHow we personally would invest $5000 right nowHow you would invest the hypothetical $5000 right now? Join the conversation in the Facebook Discussion Group, we'd love to know!
Listen to the DHHF and VDHG episodes of our ETF Explained series for more info on these ETFs.
Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
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Want more Equity Mates?
Listen to our original podcast: Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Want to invest in US companies with a sustainable competitive advantage? We discuss a product designed to do just that: VanEck Morningstar Wide Moat ETF (MOAT).
In this episode of ETF Explained, we break down all you need to know about MOAT and teach you the skills to analyse any etf.
We cover:
Breakdown the core stats of MOAT including performance.What is an economic moat and how does this ETF use it?Explain how to use it in your portfolio.Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
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Want more Equity Mates?
Listen to our original podcast: Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Saknas det avsnitt?
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How do you break down your budget to maximise the amount you’re saving and investing? In this episode we’re doing a quarterly review of our budgets to see how we’ve been stacking up against our goals.
We cover:
Our budget / financial plan for the quarterHow closely did we stick to it?Our target savings rate this quarter and did we hit it? Ways we’ll optimise our budget for the next quarterHave an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.
Thank you to PocketSmith for sponsoring this episode and helping keep all of our content free. If you want to try PocketSmith for yourself, hit this link to get 50% off your first two months of PocketSmith’s Foundation plan!
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
—------
Want more Equity Mates?
Listen to our original podcast: Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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When do we plan to retire and how do we invest as a result? That was the question we got that sparked a conversation about the different strategies you could employ based on your planned retirement.
So in this episode we answer that question:
When we each plan to retireWhy Superannuation is such a great way to invest (for more: listen to our vanguard super series on Equity Mates, here) How we think about investing inside of Super v outside of Super Some of the reasons why you would invest outside of Super—------
Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
—------
Want more Equity Mates?
Listen to our original podcast: Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Is this the best US ETF we’ve unpacked so far? In this ETF Explained, we look at Vanguard U.S. Total Market Shares Index ETF (VTS). Suggested by listener Harry, he wants to know.. is VTS too good to be true? With a strong performance of 15.80% p.a. returns since inception, what should he know before investing?
You'll hear:
A break down of VTS key stats and info A comparison of VTS with S&P 500 ETF IVV (Listen to the ETF Explained on IVV here)How it could fit in your portfolioLeave us a voicemail and we’ll answer your question on the show. Get a daily dose of Equity Mates in your inbox by signing up to our newsletter
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Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupWant more Equity Mates?
Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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ETFs are a popular way to get diversified exposure to the Australian market; there are lots of solid options out there. But what are the best choices for ETFs to invest in Australia in 2024?
In this episode, we put two of the most popular Aussie ETFs head to head Vanguard Australian Shares Index ETF (VAS) vs Betashares Australia 200 ETF (A200).
We go through:
Why you should invest in Aus market through ETFs. Compare the performance and key stats of VAS and A200 ETF.Our additional ETF picks for Investing in Aus market.Thanks to listener Viran for suggesting VAS vs A200 ! If you have a question or a best etfs for…Leave us a voicemail and we’ll answer your question on the show.
Get a daily dose of Equity Mates in your inbox by signing up to our newsletter
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Want more Equity Mates?
Join the conversation in the Facebook Discussion GroupListen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Generating a passive income stream, enough to replace a salary, is the dream for many investors. But how realistic is it to actually get there? In this episode we go through:
The main ways to generate passive income.Why we think investing is the way to do it.A step by step guide to replace your salary with income from your portfolio.We love answering your questions! Leave us a voicemail and we’ll answer your question on the show.
Get a daily dose of Equity Mates in your inbox by signing up to our newsletter
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Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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We are back with another ETF Explained; covering one of the most popular ETFs in our facebook community, suggested by listener James; Betashares Diversified All Growth ETF (DHHF)
In this episode we cover:
The key info on DHHF including the performance and fees and help you analyse any ETFDiscuss how it can be used in a portfolio Compare it against it’s riskier cousin, the geared version of this ETF: GHHFListen to Bryce's deep dive on on Leveraged ETFs here. We love answering your questions! Leave us a voicemail and we’ll answer your question on the show.
Get a daily dose of Equity Mates in your inbox by signing up to our newsletter
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Want more Equity Mates?
Join the conversation in the Facebook Discussion GroupListen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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You don't have to be an expert to invest! Yet there are so many questions and roadblocks that come up when you start investing. In this episode we answer the real time questions of one investor at the beginning of their journey. It's raw and honest; no question is off the table and no mistake is too silly.
We cover:
Introduction to our investor: Emily and her portfolio so far (will she achieve her dream of buying a Lamborghini?) There are so many ETFs that are so similar, how do you choose the right one? When should you consolidate? Did she set up dividend reinvestments correctly?Emily’s secret US portfolio she tactfully didn’t mention until the endWe love answering your questions! Leave us a voicemail and we’ll answer your question on the show. Get a daily dose of Equity Mates in your inbox by signing up to our newsletter.
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Want more Equity Mates?
Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formListen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even ThreadsIn the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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It’s that time of year where the lucky holiday makers who escaped Aussie winter for summer in the northern hemisphere are returning. Our FOMO is fading but the itch to start dreaming up a trip next year is upon us. So, how can you get the most bang for your buck on holidays? In this episode we go through 5 ways to save money on your trip and to maximise the travel budget.
And there’s a little surprise in store- our makeshift studio for this episode (Hint: It's thanks to Singapore Airlines)
Download the Kris+ app today on the Apple AppStore or Google Play.
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Have an investing question?
Leave us a voicemail or ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupWant more Equity Mates?
Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697
Hosted on Acast. See acast.com/privacy for more information.
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We're back with another episode in our ETF Explained series. This time, we unpack one of the most popular ETFs in Australia, the iShares core s&p 500 ETF (IVV). In this episode we break down all you need to know about IVV and teach you the skills to analyse any ETF. We also answer a question from listener Jen about the differences in IVV listed in the US vs Aus- why are they different prices and why do they produce such different returns? Should she buy one over the other?
Have an investing question?
Ask via our website or leave us a voicemail and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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Investing is a tried and tested way to build wealth, even to become a millionaire. But do you need a complicated investing strategy to get there? What if you used ETFs?
In this episode we hear from 23 year old listener Jasmine; New to investing, she’s aiming to crack a million dollar portfolio on a long term horizon and asks for our ETF picks that could help her get there.
We love answering your questions! Leave us a voicemail and we’ll answer your question on the show. Listen to our Index Investing series over on Equity Mates Investing podcast here.
Get a daily dose of Equity Mates in your inbox by signing up to our newsletter
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Have an investing question?
Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode we answer a question from listener Anna about how to get the balance right between Core and Satellite stocks in your portfolio. So we dive into this strategy; who it’s for, some Do’s and Don’ts for constructing one and what our own core/satellite splits looks like.
We love answering your questions! Leave us a voicemail and we’ll answer your question on the show.
Get a daily dose of Equity Mates in your inbox by signing up to our newsletter
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Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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We are back with another ETF Explained, a series where we dive into one ETF to better understand it and give you the skills to analyse any ETF. Today we look at- JPMorgan Global Equity Premium Income Complex ETF (ASX:JEGA). But we aren't unpacking this one alone, the portfolio manager of this ETF, Hamilton Reiner CIO of US Core Strategies at J.P. Morgan Asset Management joins us. Have an ETF you would like us to cover? Send it in via our website.
Want more Equity Mates?
Join the conversation in the Facebook Discussion GroupSign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
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In today’s episode we look at one of the biggest financial decisions you will make: Parenthood. To unpack how much it ACTUALLY costs to have a kid and how to financially plan for it, we sat down with Author of ‘Kids Ain’t Cheap’ Ana Kresina. Are we planning on popping out a few? Who knows! But after this conversation we definitely better understand how to financially set up for it.
Check out Ana’s (multiple) books here.
We love hearing from you! Leave us a voicemail and we’ll answer your question on the show. Get a daily dose of Equity Mates in your inbox by signing up to our newsletter.
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Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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We are back with another ETF Explained, a series where we dive into one ETF to better understand it and give you the skills to analyse any ETF. This time, we look at JPEQ - JPMorgan US 100Q Equity Premium Income Active ETF (Managed Fund). But we aren't unpacking this one alone, the portfolio manager of this ETF, Hamilton Reiner CIO of US Core Strategies at J.P. Morgan Asset Management joins us. This income focused ETF tracks the Nasdaq 100 Index, we talk with Hamilton about how this ETF might fit into a portfolio.
Have an ETF you would like us to cover? Or an investing question? Leave us a voicemail and we'll answer it on the podcast.
Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode we answer a question from listener Austin; Why does he get so many letters in the mail about his investments? Couldn’t this all be in an email? It’s one of the more annoying parts of investing - the paperwork. Yes, we really did a whole episode on this…Ren even brought a stack of papers into the studio to prove that this tree-killing correspondence does happen to a lot of us. We break down:
What is the deal with the paperwork and why can there be so much of it? What do you need to keep/ pay attention toHow we keep our records (mostly) digitalWe love hearing from you! Leave us a voicemail and we’ll answer your question on the show. Get a daily dose of Equity Mates in your inbox by signing up to our newsletter.
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Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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We are back with another ETF Explained, a series where we dive into one ETF to better understand it and give you the skills to analyse any ETF.
This time we take a look at JEPI - JPMorgan Equity Premium Income Active ETF (Managed Fund). It's the biggest active ETF in the world available in AU and the US. But we aren't unpacking this one alone, the portfolio manager of this ETF, Hamilton Reiner CIO of US core strategies at J.P. Morgan Asset Management joins us to break down JEPI.
This income focused ETF is an active ETF, we talk with Hamilton about how this ETF might fit into a portfolio. Have an ETF you would like us to cover? Or an investing question? Ask via our website and we'll answer it on the podcast.
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Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
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We have learnt many lessons about investing since we began our journeys, and shared many of them too.
In this episode of Get Started Investing, we get personal and reflect on 5 lessons we've have learnt that you haven’t heard before.
Markets change, investing strategies evolve, but these 5 things have remained true for us in any investing circumstance. So no matter where you are on your journey, how advanced your portfolio, this episode is a good check point for you.
The Equity Mates Daily Newsletter has been popping off of late, subscribe here to get in on the action.
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Have an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
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We are back with another ETF Explained, a series on Get Started Investing where we dive into one ETF to understand it and give you the skills to analyse any ETF. This time we take a look at QUAL, VanEck MSCI International Quality ETF. This popular international ETF tracks the MSCI All World Stock Index.
How does this ETF decide what is “quality” enough to be included? We bust the jargon and help you unpack what’s inside this ETF and how it might fit in a portfolio.
For all the info on QUAL, always look at the issuer website. Which you can find here: https://www.vaneck.com.au/etf/equity/qual/snapshot/
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Have an ETF you would like us to cover? Or an investing question?
Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?
Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
- Visa fler
