Cameron McCormack

speaker

292 appearances 1 recordings 1 series first heard Sep 2026 last heard today

Cameron McCormack’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 Sep 2026 with 1.

Appearances

newest first · ▶ plays the moment

Australian Finance Podcast · If you had $20,000, build your ETF portfolio like this · 28 Sep 2026 podcast

So the ticker is MBW.

Um so MBW has been around for more than 10 years.

Um it has historically outperformed the ASX 200.

And you know, when you think about Australian equities, particularly the ASX200, it is very concentrated.

If you look at the top 10 names on the ASX or of the A ASX 200, it's almost almost 50% of exposure.

And if you look at

I guess sector exposures as well.

It's very dominated by the Australian um big far banks and also um material sector.

Yeah, yeah.

Um, you know, it's a very, I guess, concentrated at the top end of the market.

So really those large cap companies.

And I guess one of the one of the considerations when it comes to Australian equities is, well, if you look at the long-term performance of you know where the earnings growth is coming from, and I guess the underrepresented components of the Australian equities market, it's really those mid-caps.

So and by virtue of yeah,

Um waiting companies by market capitalization, they only get a small exposure to your broader sort of portfolio when you're looking at, say, you know, buying an ETF that tracks an ASX 200.

So what MVW does is instead of waiting by market capitalization, it just simply waits by

Well, you pick roughly the top seventy names on the ASX two hundred and take an equal portion within that within that sleeve.

So roughly each company gets about a one point sort of three percent weighting.

Um now

The academic research behind it and I guess the benefit of doing so is that it gives you more it gives you exposure to Australian equities, but it upweights your exposure to the mid cap segment of the market.

So really what we consider to be the underrepresented, um, I guess the sweet spot

Showing 61–80 of 292 · page 4 of 15