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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Yeah.

I think we say there's like five or I say there's five Australian leaders that would be leaders on a global scale.

Wes Farmers, CSL, BHP, and I'll leave the other two out for the moment.

Cool.

Numero two.

The next one I'd be wary of using by itself.

Is it self-diversified though?

Okay.

When I say it'll be, it'll provide context.

Okay.

It's a rocket ship.

We'd always have 15 to 20 stocks is what we'd have in an ASX listed portfolio generally.

And then you've got all the other-

parts like the bonds and the cash.

30 other investments around it as well.

So highly diversified.

Which means this would be a stock would probably be 2% of a total portfolio.

One individual stock.

Yeah.

Okay.

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