An ETF up 200% can feel like a win and a problem. Do you keep riding the momentum, sell part of it, or move the gain back into your core portfolio?
In this episode of the Australian Finance Podcast, Owen Rask and Glen James answer listener questions across ETFs, property, tax and building wealth at different stages of life.
They begin with high-performing satellite ETFs, including Betashares ASIA and Global X SEMI, and explain why a written portfolio rule can matter more than guessing whether AI is in a bubble. Owen and Glen also examine whether the iShares S&P 500 ETF (ASX: IVV) could be held for 70 years, why index funds evolve with the market and why one asset class may still be too concentrated.
For anyone who feels late to investing, the conversation turns to catching up in your 40s without taking reckless risks. The practical starting points include a spending plan, emergency fund, career review, super contributions, property and investing outside super.
They also discuss whether recent tax changes should alter the case for a regional investment property, what the 2027 capital gains tax reset could mean for renovations, and why investment fundamentals should beat political noise.
Finally, Owen and Glen tackle the tension between investing for the future and enjoying life now. Their answer is not “spend everything” or “sacrifice forever”, but to set guardrails, work hard for a season and make sure your money supports what actually brings you joy.
