$10k share portfolio: 11 investment ideas in 2021

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Australian Finance Podcast 52 min 4 speakers 4 chapters transcribed 3 months ago
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What is the main focus of the $10,000 share portfolio episode?

Owen 0:00
Property investors often talk about using debt to build wealth. In the share market, that's called gearing. With the BetaShares WealthBuilder range, investors can access moderate gearing into shares, and with the newly launched GG-BL, That means exposure to a diversified portfolio of around 1,300 global companies excluding Australia, all with no loan applications, credit checks, or margin calls. Gearing magnifies both gains and losses, so it's only suitable for investors with a very high tolerance for risk. You can learn more about the WealthBuilder range of ETFs at the BetaShares website. And don't forget to read the PDS and TMD to decide if it's right for you. BetaShares Capital Limited is the issuer.
Owen 0:45
Here's something worth knowing if you've been meaning to make the switch to a better broker. To celebrate their fifth birthday, Perla are offering three free trades a month for five months if you transfer your portfolio across with a minimum of $1,000. For anyone investing regularly, that's meaningful savings on brokerage that can stay invested instead. Perla is chess-sponsored, built specifically for long-term investors, and now has over $3 billion invested on the platform. If you've been with a platform that doesn't quite fit your strategy anymore, it might be time to take a look. You'll find all of the details at perla.com slash LP slash Rask. That's perla.com slash LP slash Rask. Thanks for tuning in to today's podcast.
Owen 1:27
Please remember that all of the information in this podcast episode is limited to general information only. That means the information is not specific to you, your needs, goals, or objectives. So you should seek the advice of a licensed and trusted financial professional before acting on the information. And before you acquire or apply for a financial product, please read the PDS or product disclosure statement, which should be available on the issuer's website. Lastly, please keep in mind that past performance is not indicative of future performance.
Owen 2:03
Kate Campbell, welcome to this very special episode of the Australian Finance Podcast.
Kate 2:08
It's been highly requested and I know everyone's really looking forward to it and there's been a bit of a build up, so hopefully we don't disappoint.
Owen 2:17
Yes, indeedy. We think, I think this episode could well be the most popular episode we ever do for the series.
Kate 2:24
You think it's going to beat 21 things in 2021?
Owen 2:27
That is our, for those listeners playing along at home, that is our most popular episodes by a long way. It's like that episode, Daylight, and some other stuff that we've talked about in the past. I think this one is going to be bigger and better than that one.
Kate 2:41
Otherwise, I'll never live down my fish fingertip.
Owen 2:43
Yeah, that's it. And also your parents splitting a coffee. I know. Splitting one large coffee, you get two small ones with the same purchase.
Kate 2:49
Every family member knows that now. I didn't realize how many people were listening to this.
Owen 2:56
Outraged.
Kate 2:57
I know. I'm crippling the coffee industry.
Owen 2:59
Yep. Okay. So over to you.
Kate 3:01
All right. So today is the final episode of our Shares Month series that we hope you've been enjoying thus far. It's something new for us that we haven't really tried before. So if you haven't listened to episodes one to four, where we went through our share investing checklist, we introduced you to Catherine and Kevin, analysts at Rask Invest. Of course, you already know Owen. And then last week, we answered some of your questions. So this final episode, we're going to be giving you a hypothetical portfolio of where we'd be investing some money today. And there's a few rules that we'll introduce in a second, but I think it's important to just introduce everyone first. So Catherine, say a couple of words about yourself.
Cathryn 3:44
Hello, I'm Catherine. I am an analyst at Rask and I mostly focus on Australian companies. And is your stock going to be the best one to pick today? Well, I guess we'll find out.
Kate 3:54
Yeah.
Kevin 3:54
What about you, Kev? Yeah, analyst at Rask as well, covering all sorts of things from global companies to some of our Rockets picks, which are smaller companies that are coming up.

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