From Xero to zero, why lazy investors win & Pimp my Portfolio with Luke Laretive
Equity Mates Investing Podcast
Resources stock discussion
Luke analyses resource names like Liontown and Paladin and differentiates commodity beta from stock selection.
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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