Ren (Equity Mates host)

speaker

448 appearances 10 recordings 1 series first heard Apr 2026 last heard 10 Aug

Ren (Equity Mates host)’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Jun 2026 with 4.

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Get Started Investing · Should I sell my Aussie ETF and just invest in Global Shares? · 10 Aug 2026 podcast

There's better growth opportunities offshore and it's just as easy to buy foreign shares as it is to buy Australian shares. voice-verified

And then if your goal is income, say, well, franking credits make Australian dividends tax efficient, but there are other sources of income. voice-verified

So it's like if you can get growth elsewhere, if you can get income elsewhere, what role does Australian shares play? voice-verified

is the argument for voice-verified

It's reasonable to think that way, but I think what it's forgetting is the reason why we diversify our portfolios. voice-verified

We don't diversify our portfolios into only things that are working in this moment. voice-verified

We diversify across things that are working now and may work in the future and aren't working now, but work completely differently to the thing that's working now so that our overall portfolio can keep growing regardless of what's happening in the world. voice-verified

Yeah. voice-verified

So BGBL has thousands of companies, but the nature of the global stock market at the moment is that BGBL would be about 75% US stocks. voice-verified

So maybe not as diversified as people think. voice-verified

If something goes wrong in the US... voice-verified

the majority of that ETF falls. voice-verified

The 25% that's not in the US will struggle to make up for the 75%. voice-verified

So that's why you supplement it with, you know, XUS or A200, some of these other ETFs that just increase your exposure to markets outside the US. voice-verified

I think a global portfolio of shares is suited to anyone who wants growth. voice-verified

But being truly global means not being focused on the US. voice-verified

Okay. voice-verified

Yeah. voice-verified

So I would argue that having Australia in your portfolio makes you more global. voice-verified

Yeah. voice-verified

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