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Australian Finance Podcast

🌱 ETF investing crash course [ETF mini-series part 1]

26 Sep 2022

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What are ETFs and why are they important for investors?

0.031 - 26.345 Owen

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.

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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.

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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.

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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 RASC. That's perla.com slash LP slash RASC.

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That means it's not specific to you, your needs, goals, or objectives, so don't act on the information until you've spoken with your financial advisor. You'll find our full disclosure, disclaimer, and link to our financial services guide in the show notes. Kate Campbell, welcome to this episode of the Australian Finance Podcast.

106.651 - 107.913 Kate

It is wonderful to be back, Owen.

107.953 - 117.163 Owen

A very special episode today. We are joined by Mini Pizza. Monique, how are you going? Hello. Welcome to the show. We are doing a very special series today, Kate.

117.312 - 138.608 Kate

Yes, we have decided to put together an ETF investing mini series because many of our listeners have friends and family or they themselves want to invest in ETFs, which are a great tool when people are getting started investing. So we thought we'd put a five part series. So there's going to be one episode every day this week. all about ETF investing. We're going to explain what ETFs are.

138.668 - 159.488 Kate

So if you're wondering WTF right now and you just have no idea what I'm talking about, we're going to explain what ETFs are, how you invest in them, how you research them, how do you actually choose and overcome decision paralysis and make a choice and start investing and what brokerage accounts you need for ETF investing, all that and more. So you tune in every day this week.

Chapter 2: How do you start investing in ETFs?

191.609 - 210.789 Owen

And if you are watching, you probably have a slightly better experience in this series because we are going to use some props. If you're listening, that's cool too. We will walk you through those examples and analogies. We are here in the studio filming. So jump onto the YouTube channel Rask and subscribe while you're there. Yes.

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210.829 - 230.888 Kate

If you want a better experience. And we'll also have a free Google Doc, which is an ETF investing checklist that we'll get through later in this week that you can download with also an ETF research activity as well. So jump in the show notes, everything we mentioned and plenty more resources because we have talked about ETFs a lot and we've got a free course and we've got a membership.

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230.908 - 243.189 Kate

So we've got heaps of resources there. So jump into the show notes. We would recommend listening to this series in order if you are new to ETFs. If you're one of our listeners that have been around for a while now, thank you for listening.

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243.77 - 251.944 Kate

You might want to just jump to whatever's relevant to you, but it might be a good starting point for a discussion with your friends and family who are new to ETF investing, but you're keen to get them involved.

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251.924 - 270.878 Owen

Yes. As many regular loyal listeners will know, you will know, we champion ETF investing. And there are many reasons for that, which we'll cover throughout the series. Even if you have invested in some ETFs, we actually all have, even though Monique's playing the role of a beginner, she has invested in one. Yes. Which is great.

270.858 - 287.685 Owen

So, you know, you can take this whether you're absolutely brand new, which is fantastic, or if you are experienced, we will cover some of the popular ETFs. So chances are you will own them and we'll get to more advanced types of things towards the end, which are like, how do you put them together? So, Kate, where do we start?

288.087 - 299.525 Kate

So I think the first thing, before we jump into why we like ETFs and some examples of different types of ETFs, we really need to start with what on earth are ETFs? Yeah.

299.766 - 301.148 Monique

What is an ETF?

301.809 - 327.715 Kate

Sounds like a planted question. Yes, yes. We definitely didn't prepare this one earlier. But ETFs. So just breaking down those three letters for the acronym, an exchange traded fund. So what's an exchange? An exchange is a place where you can buy and sell different investments. For example, companies that you might have heard of in Australia like Telstra and BHP.

Chapter 3: What are the advantages of using ETFs for diversification?

350.312 - 359.725 Kate

Yeah. So an exchange is a way to buy and sell companies. So a company like Coles is listed on the Australian Stock Exchange, which we call the ASX for short.

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360.127 - 360.528 Monique

Nice.

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360.928 - 383.198 Kate

Okay. The traded part is that you can buy and sell it. I can own coal shares, you can own coal shares, and we can go back and forth as well. You can buy, you can sell. There's a way to exchange value, shares for money, and in this case, exchange traded funds. And then the third part, it's a fund. So it isn't just one company, it's a basket of companies.

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383.178 - 394.485 Kate

So we're going to get to our analogy that we have prepared earlier. Yep. But essentially, a fund has multiple different companies in it or other types of investments, but we'll stick with companies today.

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394.705 - 395.227 Monique

Nice.

395.247 - 396.71 Kate

Yeah, that makes sense.

396.891 - 397.873 Owen

So what's our analogy?

398.154 - 417.591 Kate

All right. So what we pre-prepared earlier... is to explain how you can buy companies and you can also buy exchange traded funds and why we actually like talking about exchange traded funds a lot. I'm going to use a box of favourites. So most Australians would be super familiar with favourites. I'm sure you are. Yes, of course.

417.751 - 423.141 Owen

It's a thing you just take it to a party. And if you don't have a present for someone, buy a box of favourites.

Chapter 4: What factors should you consider when choosing an ETF?

444.546 - 450.395 Kate

So, let's say, for example, there's going to be some rustling here. We've got different types of chocolates in here.

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So, we've got Picnic. It could be Coles, Kate. And then we've got Crunchy. What would that be? Like CBO? Yeah.

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457.58 - 470.397 Kate

CBA, Morro could be BHP. Yep. Insert any Australian business here that's listed on a stock exchange. So you can buy individual shares in these businesses. So you could buy one of these.

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470.417 - 471.118 Owen

You buy Morro.

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471.478 - 485.697 Kate

Yeah, you could buy a Crunchy, you could buy a Picnic, you could buy a Morro. But that is, then you have to figure out which one you want to buy. There's so many different chocolates that you could buy and you're not really sure which is the right one, especially as a beginner investor. It can be really hard to make that choice. Yep. Yep.

485.677 - 499.014 Kate

So you're going, Kate, I kind of want something a little bit easier because I want to invest. I want to invest in great Australian businesses that are growing. But I don't really know if I want the crunchy or the picnic or the morrow. I don't really know what's the best one.

499.254 - 499.615 Unknown

Yeah.

499.635 - 516.101 Kate

And especially because there's multiple industries. Like there's different variations of Crunchy, like different variations of banks in Australia. So you know maybe you want to invest in banks, but you don't know which one. So a great product in Australia and globally is called the Exchange Trader Fund, which we briefly explained.

516.201 - 533.954 Kate

But it means that instead of having to decide to buy the Picnic or the Crunchy or the Morrow, You can buy the box that has all the chocolates in one. So you're getting exposure. You're getting access to all the different top 200 Australian companies in one box.

Chapter 5: How do fees impact your ETF investment returns?

555.832 - 579.007 Kate

You might want the top 20 Australian companies. You might want the top 500 US companies. You might want, we'll talk about later in the series, thematic ETFs, which might be just robotic companies. So it might just be different variations of Lindt chocolate or something like that. So you can buy different boxes, but in essence, you don't get to pick, you don't get to customize the middle.

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579.989 - 582.352 Kate

You just can get to pick a different box.

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582.372 - 583.434 Monique

Okay. That makes sense.

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583.914 - 598.455 Owen

And so the question, I guess, is like, why would you choose the box then? Yeah. And the box is because you get a bit of everything. You don't have to worry about whether someone likes a crunchy or a cherry ripe or a flake. You just get it all.

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598.621 - 604.287 Monique

Yep. So like what's the main difference between like getting an ETF or just like the one stock?

604.307 - 618.641 Owen

The big difference is you can get it wrong when you pick. So imagine you're picking something for someone else. And like I said to you before, everyone kind of in the office hated on Turkish Delight. Yeah. I like Turkish Delight. So there's a chance that you get it wrong. Okay.

618.661 - 624.287 Owen

So by buying a box, you get some that you like, but you also get some that you might not like as much, but hey, at least you got them.

624.548 - 626.029 Monique

So it's just more of a variation.

626.245 - 631.295 Owen

Yeah. And it's safer because there's so many of them. All you need to know is someone likes chocolate.

Chapter 6: What are thematic ETFs and how do they differ from traditional ETFs?

693.84 - 712.775 Owen

Right? Yeah. So that means there's like 10 out of 200, but then there's the other 190 that could go wrong. Yes. Does that make sense? Yeah. So by buying the basket, you basically guarantee that you get some good ones, you get some okay ones, and then you might get a few bad ones, but the really good ones, they outweigh the bad ones.

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713.236 - 717.103 Monique

Cool. Yeah. It seems like a much safer way to do it when you're just beginning, I guess.

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717.083 - 735.431 Owen

Yeah. And even professionals can use this because if you're a professional investor, like let's say you go see a financial advisor, right? And they hand you a box of favorites. You're probably going to be like, oh, okay, a box of favorites. I don't like Turkish Delight, but hey, I've got the box, right? But if they hand you just Turkish Delight, you're going to be like, well, you got that wrong.

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735.612 - 736.032 Monique

Yeah.

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736.052 - 753.076 Owen

Okay. Right? So it's safer for the person that's also investing for you if you go and see a financial advisor for them just to hand you the box. That's why When you go to a party, you take favourites. You don't just take Turkish delights. Yeah, yeah. That's why this thing was invented. So that's the point too. Like if you're giving it to someone else, it's easier.

753.236 - 754.838 Monique

Okay, yeah. So everyone wins.

755.619 - 770.057 Owen

Yeah, yeah, everyone wins. And you can get it wrong, as we'll talk about, but for the most part, it's kind of like the 80-20 rule, right? Yeah, right. You put in 20% of the effort, you get 80% of the reward. It might not be perfect for everyone, but for most people, it's pretty good.

770.037 - 788.755 Kate

Yeah. And you've probably heard of the phrase, don't put all your eggs in one basket. Of course. Yeah. That kind of applies to this. It's diversification, but it's pre-done for you. So you're getting exposure to lots of different businesses. Nice. And you can buy different boxes to get exposure to different types of

788.735 - 799.542 Kate

So in Australia, you can buy your favorites to get access to the top 200 businesses. But as an investor, you can also buy a different type of box that gives you access to the top 500 US companies.

Chapter 7: How can you assess the performance of an ETF?

799.562 - 805.837 Kate

So you're investing in heaps of different businesses through only a couple of purchases of ETFs.

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806.278 - 806.659 Monique

Yeah, right.

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806.639 - 825.427 Owen

So if you wanted Hershey's, there could be a box for Hershey's if you're investing in the U.S. Or if you wanted to completely change it and you wanted to invest in something different, you could also do that too. So there are ETFs out there that do things that aren't shares. So this would be an example of something that's not chocolate. Okay. So it might be like fruit. Yeah, totally.

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825.447 - 830.995 Owen

Like something totally different. Yeah. And you can basically bundle up most things and put them inside one of these things.

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831.095 - 831.395 Monique

Okay, cool.

831.756 - 832.137 Owen

Yeah.

832.157 - 835.161 Monique

Is there a limit to how many ETFs you can have?

835.799 - 854.825 Owen

There's only 230 in Australia at the time of recording. Because if you think about it, imagine you're going to like a dinner party or you're going to a friend's place and you want to cover all bases. You probably wouldn't buy five different variations of chocolates. You'd probably just buy one. So this is what we talk about when we talk about overlap.

854.845 - 858.89 Owen

We want to make sure that we're not just buying the same thing again and again and again.

Chapter 8: What are the next steps for effective ETF investing?

938.379 - 944.605 Kate

But there's some things maybe like ice cream that you could use from time to time, but you don't want all the time. That we'll also talk about.

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944.625 - 948.449 Owen

Nice. And we tend to call them thematic ETFs. Okay. Because they're like one theme.

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949.03 - 951.694 Monique

Thematic means theme. That makes sense.

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952.254 - 968.374 Owen

Yes, it does. So that's the first reason is they work. Like they've been around for a long time now and they've kind of proven that they can do it. Yeah. And Kate touched on the second thing, which would be that they're pretty simple. So you can just buy the box. Cool. Yeah. You need a brokerage account, which we'll get to, but you can just buy the box.

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968.855 - 972.099 Owen

So it's simpler than just trying to pick what kind of chocolates people like.

972.299 - 972.88 Kate

Yeah, totally.

973.2 - 974.582 Owen

Yeah. Kate, what else?

974.714 - 995.477 Kate

The second reason is that they're really transparent. So when you buy that box of favorites on the back, you know exactly what is in it. You know what all the different companies that you're getting in your ETF are. And that's the case with all ETFs. So before you buy them, you can go to the ETF creator's website and they will tell you exactly what is in that ETF.

995.497 - 1003.506 Kate

So it's not a guessing game here. It's this is what is inside the box. Do I want that? Yes or no. So you can easily make that decision.

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