Ally’s active ETF and defence theme

Four portfolios. One year to prove who can actually beat the market.

In this kickoff episode, Bryce and Ren are joined by Cam Gleeson (Betashares) and Ally Selby (Equity Mates) to lock in the rules and reveal their first portfolios from uranium + copper to Japan hedged, defence, cybersecurity, and a big swing at Asia tech + India.

In this episode:

00:29 The challenge begins

02:29 The rules

03:13 The shared core: DHHF (all-growth, global diversification)

04:50 Bryce’s Portfolio

10:05 Ally's Portfolio

14:49 Cam’s Portfolio

20:31 Ren’s Portfolio

23:22 How to follow along & what's next

Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.

ETFs mentioned: Betashares Global Uranium ETF (URNM), Global X Copper Miners ETF (WIRE), Betashares Japan Currency Hedged ETF (HJPN), Betashares Global Defence ETF (DFND), Betashares Wealth Builder Diversified All Growth ETF (GHHF), Betashares MSCI Emerging Markets ETF (BEMG), Betashares Global Cybersecurity ETF (HACK), Betashares Asia Technology Tigers ETF (ASIA), Global X China Tech ETF (DRGN), Betashares India Quality ETF (IIND), Betashares Asia Technology Tigers (ASIA), Betashares Global Defence ETF (ARMR), Plato Global Alpha Complex ETF (PGA1)

Stocks mentioned: Artyra (AYA), BHP Group (BHP), Elisight (ELS) Generation Development Group (GDG), Goodman Group (GMG), Lowell Resources Fund (LRT), Iperion X (IPX), NextDC (NXT), Paladin Energy (PDN), Deep Yellow (DYL), REA Group (REA), Mineral Resources (MIN), Pilbara Minerals (PLS), Sandfire Resources (SFR)

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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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