Get Started Investing

Jess wants to venture beyond ETFs to the world of stocks. Eeek- intimidating!

After deciding to set up a Core-Satellite portfolio, she is keen to explore adding that some individual companies to the Satellite.

But she’s never bought a stock before, let alone analysed a company. So where on earth should she begin?

Who better to answer that then a professional investor who picks stocks for a living.

Anna Milne, Deputy Portfolio Manager at Wilson Asset Management joins to the show to teach Jess what an absolute beginner needs to know about buying stocks - things like:

How to start researching a company.
Where to find the information you need.
The Red & Green flags to look for.

Plus - Jess meets a community member who’ll be a familiar face to any AFL fans- Chad Warner from the Sydney Swans. They chat about how he caught the stock picking bug and what he has in his portfolio.

Chapters:
00:00:00 How Do You Pick Stocks?
00:02:10 What Stock Picking Really Means
00:04:19 How Experts Find Ideas
00:07:50 The Research Most Ignore
00:10:05 Green Flags to Watch For
00:12:58 Warning Signs To Watch For
00:16:42 Great Business But Bad Buy?
00:20:36 When is Enough Research?
00:25:09 Mistakes Beginners Make
00:27:49 Chad Warner's Investing Journey
00:31:49 Inside Chad's Portfolio
00:36:00 The Investing "Bug"
00:38:38 Chad's Advice For Beginners

Links mentioned in this episode:
📩 Sign up to the Get Started Investing newsletter here
📩 Share your investing story with us submit here
🎟️ FinFest tickets - Buy early bird tickets here
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios.

Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings)
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment.

Thanks to Betashares Direct for sponsoring this series and helping us keep our content free.
———

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Get Started Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Jess has officially started investing! After months of setting goals, learning the ropes and building confidence- she’s finally started a portfolio of well diversified index ETFs.

But now she’s wondering…what’s next?

Should she look at buying stocks too? Thematic ETFs? Once you've got your foundation in place, how do you build upon it without turning your portfolio into a random collection of ideas you heard online?

So Jess sat down with Host and Financial Advisor at Rask, Gemma Mitchell, to find out about the core-satellite approach to investing. And it might just be the perfect way to keep on track with her goals and have fun with her portfolio at the same time.

Plus she speaks to community member Alex about how he took things up a notch after setting up a very similar ETF portfolio to Jess.

Chapters:
00:00:00 Intro
00:02:22 What is portfolio construction?
00:05:23 Core vs satellite explained
00:07:36 What can go in a satellite
00:10:01 Fitting a satellite into your DCA strategy
00:14:43 Why we get bored of passive investing
00:16:22 How much is too much satellite?
00:19:27 Using bonuses for satellite buys
00:21:53 Alex's story: building beyond the core
00:25:00 Alex's three satellite buckets

Links mentioned in this episode:
📩 Sign up to the Get Started Investing newsletter here
📩 Share your investing story with us submit here
🎟️ FinFest tickets - Buy early bird tickets here

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
———

Thanks to Betashares Direct for sponsoring this series and helping us keep our content free.

If you've been listening along thinking 'okay, I'm ready to start', this is your sign.
Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios.
It's an easy way to test the platform, see how it feels to own a piece of the market and get past the bit where you're just thinking about investing instead of doing it.

Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings)

Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment.

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Today is the day Jess makes her very first investments!! Bryce and Ren are back to hear what she has decided to buy.

She’s spent weeks learning the ropes - working on her mindset, building a budget, setting goals, understanding ETF’s…

But hasn’t actually put any money into the market. Until now.

Chapters
00:00:00 First Investment And Goals
00:04:03 Cash Versus Super Strategy
00:08:10 Emergency Buffer And ETF Mix
00:11:31 Long Term Growth Projections
00:13:45 Emerging Markets Discussion
00:17:15 Live Trades And Investor Mindset

Links Mentioned in this episode:
📩 Sign up to the Get Started Investing newsletter here
📩 Share your investing story with us submit here
🎟️ FinFest tickets - Buy early bird tickets here
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.

Jess has downloaded countless investing apps. You name the broker and she’s probably set up an account. But there’s a catch- she’s never actually used any of them.

She sets up the account, gets overwhelmed and doesn’t open it again. To start investing- that has to change.

It’s time to choose a brokerage platform; the place where she will buy ETFs. So Jess put together a checklist to help her choose one that suits her needs.

Rather than just talk the checklist in theory, she wanted to run a real platform through it.

BetaShares Direct, who is supporting this series, agreed to let her do exactly that. Jess sit’s down with Head of Product at Betashares Direct, Matt Fish. Together they walk though her checklist one by one to see how Betashares Directs stacks up. Plus Jess asks all the questions probably also running through your head when using a brokeage app for the first time.

There is not one “right” platform, it’s about ensuring you pick one that works for you. You can use this checklist to compare any broker you’re looking at.

Chapters
00:00 Intro
02:06 What is a brokerage platform?
05:41 What can I actually invest in?
06:54 What are the fees?
09:38 How is my money held? CHESS vs custodial
12:53 How does tax reporting work?
15:06 Anything else to consider when choosing a platform?
16:52 How do I actually make my first investment?
19:41 Can I automate recurring investments?
21:07 How to sell an ETF
21:28 What else a beginner should know
23:55 Trends Matt sees with beginner investors

Links Mentioned in this episode:
📩 Sign up to the Get Started Investing newsletter here
📩 Share your investing story with us Submit here
🎟️ FinFest tickets - Register for early bird here

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Get Started Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Jess wants to start investing using ETFs. Small problem - there are hundreds on the Australian market - how is she supposed to choose which to invest in?

Not to worry, Shani Jayamanne, ETF expert and Investment Specialist at Morningstar joins Jess to explain in simple terms:
What ETFs actually are and how they work.
How to choose ETFs (including fees, allocation, holdings- explained).
The biggest mistakes beginners make with ETFs and how to avoid them.

Plus Jess catches up with a long time listener of the show, Cooper, to hear how he got started with ETFs and has used them to revamp his portfolio along the way.

Chapters:
00:00 Why ETFs Feel So Confusing
00:03:00 The Easiest Way To Understand ETFs
00:06:30 Cut Through Thousands Of Options
00:10:30 Build A Portfolio That Hits Your Goal
00:15:30 The Cost Mistake To Avoid Early
00:19:30 What A Real Beginner Actually Did

Links Mentioned in this episode:
🔍 Shani's Articles - the 3 ETF Portfolio and this report about fees
📩 Sign up to the Get Started Investing newsletter here
📩 Share your investing story with us Submit here
🎟️ FinFest tickets - Register for early bird here

Want to hear more from Shani? She’s written a book! Check out ‘Invest Your Way’ here. Or browse all her Morningstar articles here

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Get Started Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.