Australian Investors Podcast

Rask
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Sep 8, 2023 • 60min

SELL EVERYTHING (just kidding)! The next Dubber, and is AI going to take your... stock picking?

On this not-so special episode of The Australian Investors Podcast, Owen Rask and Drew Meredith, CFP are BACK answering your questions!This week, the duo cover topics like: Is THIS stock the new Dubber (ASX: DUB)? Show us your long-term returns When should I lodge my Super contributions tax deduction form? Drew & Owen's #1 meme stock of all time Qantas Airways (ASX: QAN) still in the doldrums Will Artificial Intelligence (AI) take the job of stock pickers? In addition, Drew dives into inflation, oil prices, the Australian dollar and more.Of course, Owen also quizzes Drew on some hypotheticals: Which Australian prime minister Drew would choose as his portfolio manager His #1 meme stock of all time Do investors still have any edges to outperform? Then Drew asks Owen for his... best investment destination... he said Noosa! Resources Use coupon code "friend" or "friends": Rask Events Roadshow Wattle retirement event ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~J.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "INVEST15", to get 15% off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trialDISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 6, 2023 • 43min

Multibaggers: how to find them on the ASX

Luke Laretive and Owen Rask go head-to-head in the search for multibaggers on the ASX, with some shocking stats. Luke and Owen go head to head on their top 3 factors to use to search the ASX for big winning stocks, before drilling to some the biggest and best performers on the ASX. If you like listening to this episode, you'll LOVE the video version. WATCH it here: https://www.youtube.com/watch?v=NLh3xvepqBEEpisode resources Seneca website Luke's free articles on Rask Media Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~Download the free Investing in Gold report from Rush GoldDo you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-goldJ.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 1, 2023 • 1h 5min

NVIDIA results any good? Drew's worst investment ever, financial advisers to avoid & Altium reports

Owen Rask and Drew Meredith, CFP are BACK answering your questions!This week, the duo cover results from: NVIDIA Inc (NASDAQ: NVDA) RPM Global (ASX: RUL) Altium Limited (ASX: ALU) Wesfarmers Ltd (ASX: WES) City Chic Ltd (ASX: CCX) In addition, Drew and Owen answer your questions on the top financial advisers... to avoid, how to reset a portfolio and start fresh, and how to investing after being in property. Of course, Owen also quizzes Drew on some hypotheticals: Worst investment ever? Worst investment advice you ever got? Resources Use coupon code "friend" or "friends": Rask Events Roadshow: https://www.rask.com.au/road Wattle retirement event: https://www.eventbrite.com.au/e/making-the-most-of-your-retirement-tickets-634532643217 ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~Download the free Investing in Gold report from Rush GoldDo you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-goldJ.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 30, 2023 • 1h 7min

Vanguard's secrets, ETF bubbles, how big can Vanguard get & the future of ETFs, with Balaji Gopal

Balaji Gopal is the Head of Adviser Services at Vanguard Australia and one of the key people of the Vanguard organisation here in Australia.In this Australian Investors Podcast episode, Balaji Gopal joins Owen Rask to talk about:1. Portfolio construction & why investors are flocking to index funds and ETFs2. Nuances in the debate of active versus passive and Vanguard's modelling ethos for portfolios models over time (i.e. where active might work, or not), how the performers are calculated, etc. all stuff he'd get on the active versus passive debate daily. 3. The rise of Vanguard - why has Vanguard been an amazing institution (talking about the culture of clients/members globally, how decisions are made, how he thinks about leadership, the push into Super and platform, etc. how those decisions are made...) 4. Diversified ETFs and how good they are, how they are constructed, why you chose managed funds over other ETFs inside them; maybe also a chat about Vanguard's 'active' strategies - why those were chosen5. The index fund 'bubble, crossing days, and how Vanguard manages liquidity behind the scenes6. The future of indexing -- will we see a rise of direct indexing and DIY ETFs in Australia?Resources VIDEO VERSION Vanguard Australia Balaji on LinkedIn Vanguard fund compare tool Vanguard index charts Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~Download the free Investing in Gold report from Rush GoldDo you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-goldJ.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 25, 2023 • 1h 3min

Building and renovating for profit, with Rebeka from Buildher [Cross post]

On this episode of the Australian Investors Podcast, Buyers Agent and Rask host Amy Lunardi, and Owen Rask, are joined by Rebeka Morgan from Buildher Collective. This discussion first appeared on The Australian Property Podcast BuildHer Collective helps over 120,000 women build and renovate their homes through Rebeka’s community. Rebeka used her experience in construction to guide her clients and community to understand that property development is more accessible than it seems. She has helped countless people around Australia, as well as Amy herself! A reshare from the Australian Property PodcastOn this episode, we are covering the business Rebeka has built and understand the different options you have if you're looking to renovate or build for profit.On this episode of the Australian Investors Podcast: How can ‘regular’ people make money through renovating & building? In what situations have you seen it done well? And not so well? Some of the common mistakes when renovating Misconceptions people have when it comes to developing (small-medium scale) How can you figure out how much a project might cost What kind of profit margins should you be aiming for when considering developing/renovating and why? How people generally finance build costs Some of biggest risks to consider when developing & renovating How do you find reputable people to work with? Builders, architects Australian Property Podcast resources: Rask Events Roadshow: https://www.rask.com.au/road BuildHer Collective Australian Property Podcast online - videos, notes & resources Ask a question Chris' mortgage broking Amy's new property course Amy's 100-point checklist (PDF) Pete Wargent's property coaching Join Owen's Rask Core  membership for $0.99 Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 23, 2023 • 37min

QUAL, FANG, IWLD: Core, Satellite, Avoid?

Welcome to the second episode of Core, Satellite, Avoid! In this episode format of The Australian Investors Podcast, your host and investment analyst Owen Rask is joined by Melissa Vincent to run the microscope over 3 Exchange-Traded Funds (ETFs).On this week's Core, Satellite, Avoid, Owen and Mel cover: VanEck MSCI International Quality ETF (ASX: QUAL) Global FANG+ ETF (ASX: FANG) iShares iShares Core MSCI World Ex Aus ESG Leaders ETF (ASX: IWLD) In addition to diving deep into this global shares ETFs, Owen & Mel explain how and why some ETFs use different weightings strategies -- such as market cap, equal weight portfolios, and so on.Let us know what you think! Write into myself (Owen) and Mel using the "Ask a question" link below.~~ Resources ~~ ASK A QUESTION HERE << request an ETF, fund or company for us to review! Rask Events Roadshow: https://www.rask.com.au/road Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analystMake Owen smile 😊If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).~~ Our amazing partners ~~Download the free Investing in Gold report from Rush GoldDo you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-goldJ.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 18, 2023 • 58min

PME, CSL & JBH report, and what to do if you have $10 million

Pro Medicus Ltd (ASX: PME) has dropped results -- and they were awesome.JB Hi-Fi Limited (ASX: JBH) is going on the offensive.Is CSL Ltd (ASX: CSL) still a growth stock?This week on The Australian Investors Podcast's 2 Sense segment, financial planner Drew Deremith, CFP and investment adviser Owen Rask answer your questions and get to the bottom of two key questions: If you had $10 million what would you do? If you had $1 million right now, what would you do? Resources Rask Events Roadshow: https://www.rask.com.au/road Wattle retirement event: https://www.eventbrite.com.au/e/making-the-most-of-your-retirement-tickets-634532643217 ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~Download the free Investing in Gold report from Rush GoldDo you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-goldJ.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 16, 2023 • 33min

Are dividend ETFs a rip off? Here's the #1 thing you must focus on

Luke Laretive is an investment adviser and long-time friend of the show. He joins Owen Rask for a proper discussion of why he has a love-hate relationship with the investment industry's insatiable focus on yield. So what's the #1 thing to focus on? All investors should remember to focus on total return (income + growth).Episode resources Seneca website Luke's free articles on Rask Media Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~Download the free Investing in Gold report from Rush GoldDo you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-goldJ.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 11, 2023 • 57min

Is JB Hi-Fi the ASX's best business model, why Owen sucks eggs for Nearmap and inside CBA's monster profit

Is JB Hi-Fi Limited (ASX: JBH) the ASX's best business model? Drew thinks it is. Or is Pinnacle Investment Management Ltd (ASX: PNI) a much better business? This week on The Australian Investors Podcast's 2 Sense segment, financial planner Drew Deremith, CFP and investment adviser Owen Rask answer your questions and get to the bottom of three key questions: The ASX's best business model If you could go back and hold one investment you sold, which would it be? If you sell something you bought, what would it be? Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~Download the free Investing in Gold report from Rush GoldDo you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-goldJ.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 9, 2023 • 39min

10 most bought Aussie & US stocks, how to track your portfolio for tax and performance, plus the rise of ETFs, ft. Sharesight's Doug Morris

Doug Morris is the CEO of Sharesight, a tech investing platform with over 300,000 users who use it to track their performance, their tax and more.With so many users and a seemingly endless stream of data, Owen Rask asks Doug about all the interesting -- but often not talked about questions -- such as 'what are investors *actually* doing with their portfolios?In this episode of The Australian Investors Podcast, the topics covered include: The 10 most bought ASX shares & ETFs The 10 most bought US stocks The rise of ETFs, from 10 years ago to now - and which ETFs investors are using How to track your portfolio, from tax to performance The importance of performance reporting and knowing if you're 'any good' at investing Join Sharesight now: https://portfolio.sharesight.com/signup/?utm_source=RASKSharesight top 20 ASX trades for 2023: https://www.sharesight.com/blog/sharesight-top-20-asx-trades-fy22-23/Resources Rask Events Roadshow: https://www.rask.com.au/road ASK A QUESTION HERE Join Owen's Rask Core 🌏 – $9.99 per month Get financial planning advice Mortgage broking Owen’s FREE investor bootcamp: bit.ly/rask-analyst Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst~~ Our amazing partners ~~Download the free Investing in Gold report from Rush GoldDo you want to invest in gold in a tax-effective, cost-effective and convenient way? Our friends at Rush Gold are leaders, showing the world what can happen when finance, technology and secure gold holdings can be combined. Get the free Rush gold report: https://bit.ly/r-goldJ.P. Morgan Asset ManagementThe Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.Join The Intelligent Investor & saveThis podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):📈 Click here for a free 15-day trial💸 Click here to join today ($100 off)DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

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