Cameron McCormack

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

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

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

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

So that's the benchmark that you look for for international equities.

Yes.

Yeah, yeah.

And and it's and it speaks to I guess the metrics that you're looking for.

So in those uncertain times, those companies that have shown um stable earnings growth, you know, historically have shown to be more resilient during those more challenging economic times, those, you know, higher profitable businesses and um you know have lower financial leverage because when times get tough, y y you know, you don't want to be exposed to those high leveraged businesses.

Yeah, so I think a great reference point is knowing the portfolio outcome that you're trying to achieve and what you find is I guess if you you know we've looked at MVW and Qual, yeah.

There was, you know, no crossover there.

So you're getting natural diversification.

Um but when you're looking at say, um, looking to build out a I don't know, an international equities portfolio portfolio through through Qual, um, you're getting natural diversification across across

Because um the strategy caps um company exposures say five percent.

Yep so you naturally have sort of a longer tail to work with.

I think w a lot of people think about say US equities market.

Um, you know, um yeah the S P five hundred is the proxy for you know US equities, but then there's also the NASDAQ 100.

Yeah.

Um you find that some people might you know hold both and then may not typically realize that well, you're actually gonna

quite a high crossover there.

Yeah.

So if you're looking to you know build out a portfolio, it's understanding where are those crossovers and um and I guess how do they typically behave as well through economic cycles.

That's really the prism that you know Vanick um deeply thinks about and you know why we consider ourselves sort of pioneers in that smart beater investing.

So when it comes to you know Australian equities, we think you know harvesting that size premium, those those mid-cut companies

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