She's On The Money

Investing Diaries: ASX and the City

Mar 15, 2026
Friends pooled funds to form a real investing club with shared accounts, spreadsheets and monthly contributions. They vote on stock pitches, track ETFs and individual picks, and run meetings that blend learning with social fun. The group uses a core-and-satellite strategy, manages dividends and cash, and navigates wins, regrets and the confidence-boosting power of investing together.
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ANECDOTE

What The Club Actually Holds

  • The club holds ten stocks mixing retail names and ETFs like VAS and VanEck Sustainable ETF, plus small caps such as Catapult and Pilgrim Minerals.
  • Decisions come from a shared spreadsheet, meeting discussions and majority votes.
INSIGHT

ETFs Became The Best Performer

  • The club's best performer has been VAS, proving that core ETFs can outperform many individual bets while teaching fundamentals.
  • They pair ~80% core holdings with 20% 'play' names to learn market dynamics.
ADVICE

Invest In What You Know

  • Do invest in businesses you understand; lived experience improves judgment on retail and consumer names.
  • The group used everyday observations to compare competitors like Kmart, Big W and Bunnings when choosing stocks.
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