Is your portfolio actually built for the long run? | Kerry Craig
Equity Mates Investing Podcast
What is a model portfolio?
Kerry defines model portfolios as holistic mixes of equities, fixed income and ETFs built to achieve a target outcome.
Bryce and Ren sit down with Kerry Craig, Portfolio Manager & Global Market Strategist at JP Morgan Asset Management, to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger.
In this episode:
00:00 Why Asset Allocation Matters
02:28 Kerry Craig’s First Investment
04:07 What Retail Investors Get Wrong
08:38 What is a Model Portfolio?
15:00 The Case for Bonds
20:18 Strategic Asset Allocation Explained
JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) is the model portfolio manager of JPMorgan Active Growth (J.GROW) and JPMorgan Active Income (J.INC), issued by Betashares Capital Limited (ABN 78 139 566 868) (AFSL No. 341181) as responsible entity.
This material is not an offer or solicitation to invest in any financial product. The information is general only, does not take into account your objectives, financial situation, or needs. Before acting, you should consider whether this information is suitable for you and your circumstances. Consult the product disclosure statement before making any decisions.
Calling all bulls, bears and party animals!
The market is closed, the bar is open. Come trade ideas at FinFest – Australia’s largest finance festival.
Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.
You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.
Leave inspired, better informed, and ready to take the next step on your investing journey.
Register your interest for early bird tickets at equitymates.com/finfest
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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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