Q&A: Diversified ethical ETFs, portfolio rebalancing & a REIT refresher
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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.
Kate Campbell, welcome to this episode of the Australian Finance Podcast.
It's good to be back, Owen.
It is indeed. We are talking Q&A. This month's Q&A, we have lots of questions around investing, some ethical investing stuff, some REIT stuff, REITs, if you've heard of them. Lots of interesting questions from the Facebook community.
Yeah, some good follow-ons as well from our ethical investing episode the other day.
So this episode, we're going to feature some questions from the community inside Facebook. So if you're not already on that, jump in. And it's the easiest way to share questions. We get so many great questions through email at podcast at rast.com.au. So many that we can't keep up. So the easiest thing for you to do is to jump into the Facebook group, ask a question, we'll try to pick up on it. And if we don't get to it, others will.
Yeah, it's a good way to crowdsource wisdom as well and get tips and suggestions from a
Yeah, there's a particular new format to the podcast that I'm hoping to bring in. I don't know if I've won Kate over yet, but I'm hoping to bring it in and the group's going to play a pivotal role in that. So please jump in there. Okay, so just for disclaimer, we are answering questions, but when we do answer questions, it is strictly... and absolutely limited to general financial advice only. We don't have a clue what you ate for breakfast, the name of your dog, your financial situation, or whether you have Vegemite on toast or you put avocado on it as well. But seriously, this is a disclaimer. And if you're confused about any of the answers that we give, you should seek the advice of a licensed and trusted financial professional who can take into account your needs, goals, or objectives because we can't.
And as always, if we mention ETFs in particular or super or bank accounts, go and read the PDS. It's called a product disclosure statement. It's so much fun, Kate.
Lots of pages of legal jargon in there.
Yeah. I reckon you'd like it.
Yeah. Well, I might enjoy it, but I know a lot of people do not like it.
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Sounds like good money advice... But is it?