From Xero to zero, why lazy investors win & Pimp my Portfolio with Luke Laretive
Equity Mates Investing Podcast
Portfolio construction advice
Luke covers position sizing, core-satellite balance and practicality of tracking many small holdings.
Software is selling off, but don’t panic. Today we unpack why markets are suddenly repricing software, why “lazy investors” keep winning, and Luke Laretive is back in for another Pimp My Portfolio with a very spicy mix of ETFs, small caps and crypto.
In this episode:
00:00 — The software sell-off: what’s happening and why
06:29 — What we’re doing about it (don’t panic, build a watchlist)
11:39 — Lazy investors win: the 4-step strategy
13:02 — Beating your brain + the hidden costs of “doing stuff”
19:21 — Pimp My Portfolio: with Luke Laretive and Adem
ETFs mentioned: BetaShares India Quality ETF (IIND), BetaShares Geared Australian Equity Fund (GEAR), BetaShares NASDAQ 100 ETF (NDQ)
Stocks mentioned: Pro Medicus (PME), REA Group (REA), Xero (XRO), WiseTech Global (WTC), Atlassian (TEAM), G8 Education (GEM), Liontown Resources (LTR), Paladin Energy (PDN), Race Oncology (RAC), TechGen Metals (TG1), DocuSign (DOCU), Intuit (INTU), Microsoft (MSFT), Nvidia (NVDA), Broadcom (AVGO), Oracle (ORCL), Adobe (ADBE), IBM (IBM), Salesforce (CRM), S&P Global (SPGI), Gartner (IT), WPP (WPP), Omnicom Group (OMC), RELX (RELX)
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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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