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.
Listen to the Podcast
Video version available now
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
this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.
