In this 2 Sense episode of the Australian Investors Podcast, your hosts Owen Rask and Drew Meredith, CFP®, break down:
- CSL’s shocking 17% share price drop
- The case for or against CBA’s yield
- How their fake $10k portfolios are holding up
- Why it’s so hard for mid caps to grow into top 20 stocks
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Topics Covered
- CSL’s 17% crash — how did it happen?
- CBA’s dividend yield: genuine decline or “chart crime”?
- Updates on the $10k fake portfolio challenge: who’s up, who’s hurting?
- Are mid caps still breaking through to ASX 100/20?
- The difference between winners and compounders
- Position sizing: what to do when one stock gets too big
- The long arc of US vs China power, and what it means for portfolios
- How currency moves help Aussie investors (sometimes)
