On The Australian Investors Podcast ‘2 Sense‘ this week, analyst Owen Rask and financial planner Drew Meredith, CFP dive head first into your hardest-hitting questions, including the 3-5 ETFs the experts would use to build a Core portfolio.
The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). Join 58,000 investors who listen regularly.
This week’s winner
of our ‘best questioner name’ is “Can I sleep-over at Morgan’s Housel” who asked about the best 3-5 ETFs for a Core portfolio.
Here are some of the investing questions we attempted to cover
| Let’s unpack that | With a long term investing horizon (15+ years) and no retirement in sight, is there any point in holding both VAS and VHY? If not, what are the advantages of each? |
| Warren Buffett’s warren of buffets | Hi guys, long time listener – love the pod. I recently read 100 baggers by Christopher Mayer. In the book he talks a lot about a companies compound annual growth rate, but never really explains what to think about when assessing this metric. Would you guys be able to shine any light on this? I think conceptually I understand what a CAGR is but I’m not too sure how to assign a quantitative value to it. |
| fark may | Hi, nfi re. investing. it was suggested that drp isn’t worthwhile as you have no control over the price you pay, how does this differ from dollar cost averaging? confused. |
| Up and 2 the Right | You might of touched on this before, Is there any technology and software that can easily keep track on investments and/or you can easily give to your paper pusher that shows the ordinary income/losses/entitlements.
I know there is Sharsight. But is there any that can track private investments, dividends, equity, forecasted income based off investment vehicle ie super, trust etc |
| Robert Kemosabe | Can we blow up all of the share registry companies and start again????
I know there is no other option (at the moment) but why are they so difficult to deal with. Please can someone out there(maybe Andrew Derameth) come in and shake up this industry and make it easier for investors????? Love the podcast, keep up the good work!!! Cheers |
| Can I sleep-over at Morgan’s Housel 🏆 | Hi Owen & Drew, if you had to design a portfolio around no more than 3-5 ETFs what would they be and in roughly what allocation? Your goal in this hypothetical is to create a simple share portfolio you can continue to invest into, that will fund your lifestyle in retirement (either by dividends or selling shares) in 30 years time. |
| The Dread Pirate Deremith 🏆 | I like LICs and in particular I do like MFF (the old Magellan Flagship Fund). That has a large holding in Visa and Mastercard which was bought much cheaper, presumably meaning a large tax overhang if they sell their holdings? Is this something I need to factor in to a valuation of the stock, or is that pre-baked into the post-tax NTA and I should use that more than the usual pre-tax NTA?
Love the pod and the ‘split personality’. I’m a Rask Core member too. |
| Retire early & die broke | I’ve been seriously thinking of retiring from the workforce to get away from the 9-5 and focus more on my side hustle. I’m currently 45, married with 2 young adult children who are fully independent. We own our home and have about 400k in cash & shares. My wife wants to keep working and earns about 50k/yr and my side hustle generates about 40 to 50k/yr also. I’ll be giving up a $150k salary but that’s a sacrifice I’m happy to make at this point in my life. We live a modest lifestyle and currently have around $500k in super between us which should provide a reasonable nest egg once we reach retirement age. Do you think I’m crazy for walking away from the security of a solid job based on the assets we have currently or is this a decent financial base to start my transition to living a more semi retired lifestyle? |
| My eyes! these stock market goggles do nothing! 🏆 | Chaps, this may be a silly, basic, question … I am looking at a couple of government bond ETF’s a and Corporate bond ETF’s. How much attention should I pay to a bonds credit rating? |
this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.
