Ally

speaker

177 appearances 1 recordings 1 series first heard Apr 2026 last heard 16 Apr

Ally’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

Appearances

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Equity Mates Investing Podcast · 4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge · 16 Apr 2026 podcast

Everyone's going tech.

We're both in tech there.

She's moving away from armor.

She is going to sell armor and buy Asia, the BetaShares Asia tech giants.

Yeah, tech tigers.

For the same reasons that she likes NDQ.

Feels like if it's a risk-on environment, she's going global tech.

Yep, yep.

So that'll close out her fund component, NDQ, Plato, and Asia.

And then she's going to be selling Hyperion X. She read their latest market announcement and felt there were a few alarm bells there doing the research, which is good to see.

So she's going to get rid of that and replace it with Webjet because she feels if the war ends, there could be a recovery, I imagine, in travel.

So that kind of makes sense.

That's Ali, down 8.6%.

Ren, that leaves you to close it out.

I think Ren's been fortunate that he's, at the time of recording, markets opened after the three of us left.

Because I'm pretty sure before recording you were down 4%.

I was down three.

4D.

Yeah, a lot of hype.

Very good.

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