Ally Selby
Equity Mates contributor and investor who joined as a guest for the portfolio challenge, presenting her chosen ETFs and stocks and discussing her investment reasoning.
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Feb 5, 2026 • 26min
4 investors, $100,000... who will win? | Portfolio Challenge
Ally Selby, Equity Mates contributor and investor, picks thematic stocks and ETFs with a defence and AI-health tilt. Cam Gleeson, Senior Investment Strategist at BetaShares, brings ETF expertise and market context. They reveal four $100k portfolios, explain shared core choices, and debate themes from uranium and copper to Japan-hedged, defence, cybersecurity, Asia tech and India.
