Owen Rask
speaker
119 appearances
1 recordings
1 series
first heard Sep 2026
last heard 5d ago
Owen Rask’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
And so it just depends how comfortable you are with having more of your listings in the US versus, say, broader to Europe and other parts of the world.
I know this is a bit of a shaggy dog answer, but my ultimate conclusion is that it doesn't matter that much if you want some global exposure from directly overseas listed stocks.
absolutely BGBL should be in the portfolio, admitting that there is overlap.
Because if you multiplied them out, I won't do the math on air because I can't, but if you multiplied them out, it effectively would be that you're getting that 30% that's not in the US through BGBL.
And if that's only 10% of your overall portfolio or 20% of your portfolio, dilute it down.
It's not that much of a benefit.
I don't think there's anything wrong necessarily, mate, with how you've constructed it today.
So hopefully that's some consolation.
And then it just comes down to preference.
Do you rip the bandaid off completely and scratch the scab off as well while you're there?
Or do you also just keep it as it is and just do one thing at a time?
I'd be inclined to do the one thing at a time.
Just, you know, XUS, that would be the first one.
And then maybe it's like, do I need
yeah yeah consolidate australia potentially um even though those are the ones with the bigger gains and then you've got the shares as well there's a few little trimmings you've got to do here but i wouldn't sweat too much about whether or not bgbl's in there i think it's a fine compliment thank you love it oliver did you have anything else
Yeah, thanks,
Have
great day.
Appreciate it, James.
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