Q&A: Bonds, how to become an investor & graduating from Superhero
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What role do bonds and defensive assets play in an investor's portfolio?
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 RASC. That's perla.com slash LP slash RASC. Hey there, here's a quick note.
This podcast contains general financial advice only. 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. Howdy, Kate Campbell.
Hello, Owen. Good to be back, and we're recording our very first podcast out of lockdown in Melbourne, which is very exciting, even though we're still remote.
Yes, we are recording this on October 22nd, which is for Victoria, the so-called Freedom Day. It's the day when restrictions begin to ease. Have you got any plans out of lockdown?
I'm still studying this weekend, so not as yet, but catching up with a few friends and family over the next week, which will be nice that I haven't seen for a few months and just getting outside a bit. I think the real thing for me is being able to walk outside without masks because I love going for long walks, so. Oh, is that the rule? I didn't even know that. Can we walk without masks now? Soon. I think we have to hit another target for that. But at least I don't have to wear a mask when I run. So that's something.
Yeah, that's true. Yeah, it's nothing worse than that. It does make it harder, I'm told. So interesting. Yeah, it's an exciting time because we get out and we can go to restaurants and support local businesses and go to craft markets here in Victoria, which is really nice for change. I think the people outside of New South Wales, ACT and Vic, it's been... A bit of a different story in terms of their lockdown experience, but definitely over here on the southeast coast, it's been pretty, pretty tough. So congratulations, everyone, for getting through it.
Yeah, and I know we've got a lot of listeners in Melbourne, so hopefully everyone's getting out and had a good weekend the time this episode goes live.
Yeah, absolutely. Cool. Okay. So today we're doing our Q&A episodes, which are amongst the most popular that we record and they're amongst the most fun that we record too. And one of the things that we've got to say is that anything that we do answer in this Q&A session is limited to the general financial advice only. We don't know the needs, goals, objectives of our listeners that ask questions. So it's always important to speak with a financial advisor if you are confused about what your needs, goals, objectives are and just to seek personal financial advice before acting on any of the information that we provide. talk about today. It's always a bit of fun because we get to talk about different aspects and people kind of solving the riddles for their portfolios and their general finances.
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