How to build an ETF portfolio in Australia, with Kris Walesby of ETF Securities

July 13, 2020

Owen Raszkiewicz

Owen is the Chief Investment Officer of Rask Invest and Founder of Rask. Since founding The Rask Group in 2017 in the hillside suburb of Upwey, Victoria, Owen has overseen the growth of the Rask platform to over 200,000 investor followers. Today, Owen oversees the Rask Analyst team, which helps more than 4,000 Aussies build core portfolios from ETFs and shares, he hosts Australia's biggest investing podcast, The Australian Investors Podcast, appears on Rask's other channels, covering Property, Business and Finance; and leads Rask Education - our education platform which has enrolled over 25,000 Australians into free finance courses. Prior to founding Rask, Owen was an investment analyst at the highly regarded managed funds research business and a writer/analyst for one of the most well-known share market publications. Owen’s formal qualifications include a Master of Applied Finance and Master of Financial Planning from Kaplan Professional, Bachelor of Technology (Information Systems) from Swinburne University of Technology, Advanced Diploma of Financial Services (Financial Planning) and Diploma of Mortgage Broking Management. He's also completed level 1 of the Chartered Financial Analyst (CFA) program.

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With so many choices available on the ASX in 2020, how do you build an ETF portfolio with Australian and international shares, gold or silver, bonds and… everything else?

In the latest episode of The Australian Finance Podcast, I spoke with ETF Securities CEO, Kris Walesby, about his journey to becoming CEO, the story behind ETF Securities, where ETFs first came from, understanding risk and return, using a Core and Satellite approach to investing, and trading ETFs.

Tune in now: iTunes – Castbox – Spotify

Kris and I talk about some of the most common ETFs, including the largest Australian share ETFs like Vanguard VAS and State Street STW, but also the more specialist ETFs such as:

We also talk about the latest, ‘leveraged funds/ETFs’, such as those provided by BetaShares but also the new range of US market-focused ETFs provided by ETF Securities, including the LNAS and SNAS funds/ETFs.

If you’re completely new to ETFs, it’s important to read the ETF’s Product Disclosure Statement (PDS) and speak to a financial adviser before acting on any of the information or ideas discussed in this podcast. Read our full disclaimer below.

Also, consider going back to Kate and my episode, “How to pick and choose ETFs” and “Australian Investing 101”. While Kris and I talk a little about the fundamentals of ETFs and investing, those episodes are a good primer for this one.

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With interest rates UP, now could be one of the best times to start earning passive income from a portfolio. Imagine earning 4%, 5% — or more — in dividend passive income from the best shares, LICs, or ETFs… it’s like magic.

So how do the best investors do it?

Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

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At the time of publishing, Owen owns units of the BetaShares Australia A200 ETF. ETF Securities is the official sponsor of The Australian Finance Podcast.