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Kanish Chugh

πŸ‘€ Speaker
604 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

You're not buying a single stock.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

Something that we firmly believe in at ETF Spheres is don't pick the winner or loser.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

Pick the megatrend.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

Pick the basket.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

That is where you may not get a 1,000% increase in your portfolio holding of ACDC.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

Last year alone, it did nearly 60%, 65% returns.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

but you're not going to have that volatility.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So what we saw is a number of the stocks that we hold in the portfolio really were hurt during COVID in that February-March drop last year in 2020.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

But the actual port, ACDC ETF, was...

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

Did fairly well comparatively.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

The drop is you're essentially protecting yourself on that decline by looking at a diversified basket.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

Obviously, you're giving some of that upside performance, that alpha, as you would call it.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So what I would say to those people that say, why don't I just buy Tesla?

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

Well, there's probably just an element of risk that's involved in buying a single stock and taking maybe an exposure into a diversified basket.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

If this is a particular megatrend that you're looking at, well, then the ACDC ETF may suit.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

And if you're still wanting to be very bullish on Tesla, for example, you can take an overweight into that by buying the single stock, but it may not be the major part of your portfolio.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

And you did actually see that.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So in 2016 to 2017, 18, and 19 as well, there was this big price pressure on lithium.

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

So there was an oversupply, there was a pressure on the price, and you actually saw a number of lithium miners buying

Australian Finance Podcast
Inside the ACDC ETF: A Deep Dive with Kanish Chugh

get to that brink of bankruptcy and some even did close so they just opened up these big mines some in Australia and they had to shut down and had to sell off their sort of mining operations and the mines to competitors what you've seen in 2020 2020 was a bit of a tale of two halves where the first half again that price pressure on lithium especially was there but as you