Drew Meredith
speaker
386 appearances
1 recordings
1 series
first heard Jan 2023
last heard Jan 2023
Drew Meredith’s voice in public audio — every appearance, attributed to the second.
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Appearances
Copying.
Yeah, definitely.
And you want to get diverse range of companies and income sources.
Not four banks.
Two resource companies.
Definitely.
And it'd be like they could probably better off buying the ASX 200, but the whole three banks, BHP, Telstra, or maybe CSL, and they'll think they've done incredibly well, which falling interest rates has probably helped over that period.
It's hard to convince them, a lot of people, to change, even if the circumstances are changing, and even if you know that is –
We try and get people to reduce and we'll always recommend it.
Our view is you only get a few chances to say everything you think.
You just do it slowly over a few years.
We think it should be here and then over financial years you do it.
If it's in super, that helps because a lot of that is tax-free and you can sell it as you want.
Then it's a different discussion.
How do you convince someone to sell a portion of their most successful holding?
But so many, so under-diversified or naively diversified, we've probably talked about before, where you think you're well diversified and not at risk, but definitely are.
Yeah.
We could do a whole session on that.
Yeah, on average, yeah.
Ongoing management as well, yeah.
Showing 361–380 of 386 · page 19 of 20
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