Share Investing Q&A: Blue chip stocks, takeovers and jargon busting galore!

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Australian Finance Podcast 49 min 4 speakers 2 chapters transcribed 3 months ago
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What is the focus of Shares Month on The Australian Finance Podcast?

Owen 0:00
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.
Owen 0:45
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.
Owen 1:27
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 2:03
What? What? Kevin and I've got Catherine Go, who you met in episodes two and three. So you'll be a little bit familiar with them, but we had some great questions come through and I'll just throw it over to Owen to make sure everyone's aware that this episode is not financial advice.
Owen 2:40
Yes, this episode is 100% maybe not financial advice. So this is a serious disclaimer. If we answer your questions, what we are actually answering is just a general nature. So we're not answering personal advice questions. You need to see a financial planner for that. You can find them online. There are many episodes we have done discussing how to find a financial advisor online. A lot of the questions that are coming through today involve investing and investing is an uncertain pursuit. So there is risk involved. There is risk of permanent capital loss, although that hasn't happened much in my career because normally you make good decisions before you buy and while you hold a company. If you need to learn more about investing, I would highly encourage you to take our beginner shares course and listen to a few of our podcasts from early on and they kind of set the groundwork for what we're about to do here.
Owen 3:28
Okay, Kate, you're host for this episode, if I'm not mistaken.
Kate 3:31
Yeah, that's going to be fun. And just a reminder, if you haven't listened to episodes one to three of our Shares Month series, I'd encourage you to go back and do that because it'll set the stage for today's episode. I just wanted to ask everyone the same question to start. We've gone through the share investing checklist this month. There was sort of five key components on there, being understanding what the company does, who runs it, what their moat is, whether they're in a growing industry and what's the valuation. So I wanted to ask each of you, what's the most important item on your personal share investing checklist? So I'll start with you, Owen.
Owen 4:07
So my first thing is making sure that, and Catherine's got a smile on her face here, is making sure that the company is built like a brick shithouse.

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