How to build an ETF portfolio, with Kris Walesby of ETF Securities
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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.
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.
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. In this episode of the Australian Finance Podcast, I'm talking with Chris Wilesby, the CEO of ETF Securities. We talk about the basics of ETFs, how to build an ETF portfolio if you're a millennial or someone a bit younger, as well as someone who might be in or around retirement and the different types of assets and sectors and ETFs that you can use for that.
Finally, we end up with a discussion about using ETFs as trading instruments as opposed to just purely long-term investing. Can it be done? Is it even possible? Does it work? As always, we hope you enjoy this episode of the Australian Finance Podcast. Chris, thanks for taking the time out to join us on the show. Hi, Owen. How are you? I'm very well known. It's always good to see you and speak with you. This is the first time our listeners will have heard from you. They've probably seen some of your ETFs and know the business that you run. But perhaps you can just tell listeners and myself a little bit about yourself and how you came to be the CEO of the business and ETF Securities today.
Yeah, great. I'll try and keep it short. As you said, my name is Chris Welsby and I've been in the ETF industry about, well, at least a decade, maybe 12 or 13 years now. So I'm in my mid-40s and I was an accountant in a bank for a long time, both in England and in Australia, and I hated it. So I changed my career course in my early 30s and I did a master's in finance and I It's actually a funny story, but there was a lady in front of me in an IT course when I was doing a master's and she was applying for this job. So it was on the internet. I looked at it and just applied for the same job. Didn't know anything about the company. It was a company called Barclays Global Investors, which is now BlackRock, for a division within it called iShares.
And I had some of the skills there. So I actually applied as just filling time through a lecture, which seemed like everyone else was doing. Hence why I was copying this woman. And I got an interview for the job and came on this fast track master's MBA program into iShares in Europe.
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