📈 Share investing checklist (ASX & US companies)
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What is the share investing checklist and why is it important?
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. Kate Campbell, welcome to this very first episode of Shares Month 2022.
It has been a year since.
It has been a year.
What a year it's been. Inaugural Shares Month. Is that the right use of the word?
I did not know. Let's go with that. So May and June 2022, over this next month, we're going to talk about share investing because it is super popular amongst the community.
Yeah, and so we're going to build on the skills of each episode and we're going to kick it off with a checklist that we'll have a downloadable for. We're going to do a deep dive into a company. This month we're going to do Xero, which was the runner-up in our last poll in our Facebook community as well. So it was a crowd favorite, it seemed. This is when I forgot to put – the settings on the poll that meant people could add anything. So zero was actually added and it was a close runner up to Magellan at the time. So we decided to go with zero. We're going to do a share specific Q&A. We're going to talk about small caps. We're going to bring some guests in to talk about ethical investing and blue chips and income focused investing.
So there's going to be plenty for everyone of the next eight episodes.
Yeah, so we've talked about ETFs a lot. This is a chance to bring it back to basics of share investing. So chances are many of the listeners have invested in ETFs because we've talked about them being an easy way to get involved in investing, to get a diversified portfolio. But individual shares is still probably the most exciting for most people.
How do you determine what a company actually does?
This is where you can buy Amazon shares or you can buy Telstra shares, whatever you fancy. And you can actually own part of that company, a very small part. But we're going to go through how you can do that from the ground up. So if you're new to this, that's okay. This is what the next month is for. And you can send your questions in too. So be sure to make use of that. And finally, the community on Facebook. So many people in there have been through this before. Probably some of them have been investing for decades. So you can make use of them as well.
yeah and follow along we've got our get started investing with equity mates course on rask education we'll link to that in the show notes so you can also use that to continue the learning when you're not listening to the podcasts and definitely check the show notes each episode because we'll have plenty of resources linked in there for every episode we do yep and so if you do want to get in touch with us the best place to go is the email address podcast rast.com.au
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Sounds like good money advice... But is it?