Australian Investors Podcast

Stocks mentioned in the podcast include: Target Corporation (NYSE: TGT) Zscaler Inc (NASDAQ: ZS) Okta Inc (NASDAQ: OKTA) Alcidion Ltd (ASX: ALC) Xero Limited (ASX: XRO) National Tyre & Wheel Ltd (ASX: NTD) Resources & say g'day Anirban's research on 7Investing Anirban's article: Hidden Profitability of Software Companies Anirban Twitter Owen's Twitter Watch the video version on the Rask Australia YouTube page.*Take Owen's online Value Investor Program *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.Click here to take the courseTrade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!Click here to join SelfWealthJoin 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 trialAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:Click here to join today (15% off)Date recorded: 29th of June 2022DISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.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

In this Passive Income podcast episode, Owen & Drew talk about the most common (and painful) investing mistakes made by investors. Whether you're investing in ETFs, shares, Bitcoin or property, this podcast will help you avoid the most common investing mistakes.Here's a list of Drew's most common mistakes: Assuming bigger is better - but I love my Commonwealth Bank (ASX: CBA) and Westpac Bank (ASX: WBC) shares! Focusing too much on costs & fees - though low costs are good, they're not everything Tax-driven investments don't always work - negative gearing means you're losing money Naïve diversification - having two ETFs doing a similar thing is not diversification Adding random assets & following the next hot theme - the hype is not a bonafide strategy Not having a real strategy in place - avoid being a collector, a plan might only be one or two pages Assuming every asset always goes up - it doesn't Looking too often at performance - Drew & Owen would be lucky (unlucky) to check their brokerage account once a month! Get rich quick - emu eggs anyone? Giving in too soon, or changing strategy in the short-term - buy and hold only works if you and hold! Watch the video version on the Rask Australia YouTube page.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.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)Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!✅ Click here to join SelfWealthAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf 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).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 24th June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Investors Podcast, analysts Raymond Jang and Owen Rask take a look at Australian fast-fashion retailer Lovisa Holdings Ltd (ASX: LOV) and its long-term success. This episode is powered by SelfWealth, the official broker sponsor of The Australian Investors Podcast. Say g'day to Raymond & Owen on Twitter:Raymond: https://twitter.com/rjang_Owen: https://twitter.com/OwenRask*Take Owen's online Value Investor Program *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.Click here to take the course: https://education.rask.com.au/courses/value-investor-program-course-with-equity-mates/Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! Click here to join SelfWealth: https://bit.ly/sw-pod-raskJoin 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: https://www.rask.com.au/ii-trial?utm_source=AIPAccess Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Click here to join today (15% off): https://bit.ly/eurekareportIf 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).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 22nd of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Topics covered in Part 1 include: What are the 3 most common types of bonds (and bond funds) and what's their place in a portfolio? 5 factors to know when studying a bond fund Are hybrids, or ETFs like BetaShares Active Australian Hybrid Securities Fund (ASX: HBRD), worth investing in? Commercial real estate debt Fixed-income ETFs like Vanguard Australian Fixed Interest ETF (ASX: VAF) REITs, like Goodman Group (ASX: GMG) Cash or term deposits (TDs), for example with Macquarie Bank Drew's favourite bond managers Active versus passive in bonds Warren Buffett's 90/10 (stocks/bonds) strategy - does it work? Watch the video version on the Rask Australia YouTube page.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.Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades! ✅ Click here to join SelfWealthJoin 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)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf 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).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 13th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, an investor and prolific investment writer. Given that I have followed him for many years, speaking to Gaurav Sodhi on The Australian Investors Podcast was a real treat for me.Note: given that Gaurav wanted to walk around to make cups of tea and do a family puzzle while being interviewed by me, we did this interview as audio-only. I'm incredibly surprised he could answer some of my most difficult questions while doing such things! I think it goes to show well Gaurav can juggle multiple ideas at one time!Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, arguably Australia's leading independent ASX stock research and membership program.Gaurav started his working career as a researcher and then, through a chance interview, he came across while driving across New Zealand with a friend (featuring Platinum's Kerr Neilson), Gaurav's spark for investing took flight. It then took him two years to land a job at Intelligent Investor.In this episode, I -- Owen -- and Gaurav talk about: The power of economics in explaining the world How drug cartels are similar to McDonalds The power of writing for investors The tricks and games used to recruit analysts Why Guarav isn't fazed by ESG and ethical investing Why value investing needs to evolve to include storytelling Some of the stocks mentioned in the discussion include: Whitehaven Coal Ltd (ASX: WHC) New Hope Corporation Ltd (ASX: NHC) Uniti Group (ASX: UWL) Telstra Corp (ASX: TLS) Meta Platforms Inc (NASDAQ: META) McDonald's Corporation (NYSE: MCD) Coca-Cola Company (NYSE: KO) Watch the video version on the Rask Australia YouTube page.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.Trade ASX, US & HK stocks for just $9.50!The Australian Investors Podcast's official broker is SelfWealth. Over 120,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask's Investors Podcast listeners can join today and get $9.50 trades!✅ Click here to join SelfWealthJoin 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)Access Alan Kohler’s Eureka Report Learn more about your ad choices. Visit megaphone.fm/adchoices

Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP.Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more.Topics:Topics covered in Part 1 include: Balancing capital growth versus dividend income How tax works on: Blue-chip shares Managed funds ETFs Superannuation Investment property Historical returns (over various timeframes) Australian equities - 9-10% per year, half from income Australian property - 9-10% per year, ~2% from income Bonds - currently yielding 3.5%, up below 1% a year ago Diversified portfolios - 7-10% in the past is now 4-6% Strategic Asset Allocation (SAA) and diversifying your portfolio Sniff test: Direct stocks LICs REITs Residential property Commercial Crypto Managed funds ETFs Drew's "growth alternatives" bucket Watch the video version on the Rask Australia YouTube page.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.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)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf 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).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 9th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Which ETF is the best Australian shares ETF? Is it Vanguard Australian Shares ETF (ASX: VAS), VanEck Equal Weight Australian Shares ETF (ASX: MVW) or maybe even iShares S&P/ASX 200 Core ETF (ASX: IOZ)?Drew Meredith, CFP is a financial planner and Director of Wattle Partners financial planning in Melbourne. Drew joins Owen Rask to talk about the most popular ETFs for Australian shares, including: BetaShares Australia A200 ETF (ASX: A200) Vanguard Australian Shares ETF (ASX: VAS) SPDR S&P/ASX 200 ETF (ASX: STW) VanEck Equal Weight Australian Shares ETF (ASX: MVW) iShares S&P/ASX 200 Core ETF (ASX: IOZ) To learn more about these ETFs please visit: Best ETFs Australia Drew's website: Wattle Partners Financial Planning Watch the video version on the Rask Australia YouTube page.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.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)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf 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).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 6th of June 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

Kip McGrath Education was started by Storm's father, Kip, from a garage in 1976.Over the years, KME has gone through many challenges and changes to become the global education provider it is today.In this episode of the Australian Investors Podcast, Storm McGrath and Owen Rask talk about: KME's origin story Why a fixed fee model doesn't work for franchise businesses The market for tutoring young children and why math & English are the core pillars of learning KME's push for company-owned and online tutoring Storm's desire to acquire Tutorfly and move the business into the USA and a new target demographic How KME and Storm think about capital allocation Why now is the most exciting time ever for tutors Resources: Owen Rask on Twitter Kip McGrath website Watch the video version on the Rask Australia YouTube page.Take Owen's Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-matesTake Owen's Value Investor Program today (USE CODE 'VALUEINVESTOR' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-mates/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), by heading to:Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIPFree 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIPIf you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.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/fsgDisclosure: at the time of recording and publish, Owen owns shares of Kip McGrath. This is a disclosure and not a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

When you've spent a lifetime building up your property portfolio, how do you retire?When you have 2 or 5 or more properties, how should you manage that for ongoing income and rental yield?In the final episode [5/5] of Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates, we tackle the topic of transitioning out of a property portfolio.The investors discuss: How should you transition from a property heavy portfolio Should you shift your residential property portfolio to shares or commercial property? When should you put a property retirement plan in place? Can a property portfolio be a source of income in retirement? Is it bad to have a mortgage or investment loan in retirement? How property mixes with your other buckets of investments: Super, offset accounts, shares and bonds Watch the video version on the Rask Australia YouTube page.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.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)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to:🗞 Click here to join today (15% off)📱 Free 15-day trialIf 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).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.Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of April 2022 Learn more about your ad choices. Visit megaphone.fm/adchoices

I firmly believe that being good at long-term investing is as much about 'the artful' as it is about 'the science'. However, too much of one and not enough of the other can lead you astray.For example, if you believe the best way to invest is to take 5 stock valuation ratios and buy the shares, you will be rudely surprised. Conversely, if you disregard profitability or management's capital allocation, your portfolio will probably become the graveyard of empty promises.Stepping backward for a moment, if we also consider that investing is also a deeply personal endeavour, we then have to appreciate behaviour plays a very big role in our outcomes. Since every human being is fallible, even Warren Buffett or Elon Musk, using some type of scientific rule to keep us on track is important.For me, using an investment checklist that allows me to filter companies, track my results and improve over time is paramount. I use a 5-point investment checklist (which is included as a PDF in the show notes) to remind me that I'm looking for companies I understand, with competitive advantages, good management, some growth -- and a reasonable valuation.When it comes to individual companies, I use another checklist. The full checklist includes 40-50 different points, targeting these 5 areas. We built the checklist using our experience in finding good companies and also from our failures. The checklist helps us score companies across every one of our 5 areas, while also spotting for errors.In the show notes, I have included a small snippet of the checklist. This snippet only shows one part of the checklist, on a company's product, and gives you an illustration of what we do. I cover the full checklist, using examples like ARB Corp (ASX: ARB), Xero Limited (ASX: XRO) or Magellan Financial Group (ASX: MFG), in our Value Investor Program.Access the Value Investor Program and use the coupon code "bootcamp" to save $100 on the joining fee for the full curriculum!Thanks for taking part in our 10-part Investor Bootcamp! Please reach out to me if you have any questions and please leave me a 5-star review on Apple Podcasts. It makes a huge difference in helping people find us.Watch the video version on the Rask Australia YouTube page.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.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)Access Alan Kohler’s Eureka ReportEureka Report provides investors with information, strategies and general advice to help grow their wealth. Gain exclusive access to CEO’s and fund manager interviews, SuperAdvice for your SMSF & Q&A’s with Alan Kohler. Use the code "RASK10", to get 10% off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Learn more about your ad choices. Visit megaphone.fm/adchoices