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Australian Finance Podcast

Why & how to diversify more than just your portfolio

20 Jul 2020

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic of diversification beyond investments?

0.031 - 26.345 Owen

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.

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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.

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45.469 - 63.24 Owen

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.

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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.

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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.

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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, welcome to this episode of the Australian Finance Podcast.

125.402 - 134.211 Kate

It's good to be back, Owen, and we're unfortunately back to doing remote recordings for the podcast, but hopefully that's for the best down the long run.

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That's it. Melbourne is the most livable city on earth, apparently, and that just happens to be where we are, and we've got a few cases of coronavirus, so we're at home. What are we talking about today?

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Okay.

Chapter 2: How can diversification impact your financial decision-making?

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So I'm not putting it all in the Australian market. I'm not putting it all in one property. I'm using different asset classes in a way that works for me and a way that means I'm spreading my risk into different areas. It also means that I'm talking to multiple people if I'm going to make a major financial decision. I'm not just seeing one person or asking one advisor or asking just Owen.

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I'm talking to multiple people about things if I'm going to make it. Hey, I'm always right. Oh, it is a good opinion, but it's always good to get a few.

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And also using, for me, using multiple banks just to have some money in because we've seen, especially last year, there were some major banking outages and people were left high and dry at the checkout or at the restaurant not able to use their card. And for someone who doesn't really like using cash, which is me, it's always important to have

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at least two bank accounts and transaction accounts with debit cards linked that you can use to access your money. So there's some of the things that I personally do to diversify my broader financial life. What about you, Owen?

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946.499 - 963.411 Owen

That's a good question. So when it comes to investment, I'll start with investments. So when it comes to investments, it's a really easy way to capture a lot of the audience here is, you know, we use that core and satellite approach, which we've talked about before. So we talk about how you can

963.627 - 981.923 Owen

With ETFs, like you said before, many people think by collecting more ETFs, it's almost like Pokemon cards. You collect as many as you can and that's better. It's not really the case. You could have four, two, three, four, five ETFs and that's probably more than enough in your core. And then you can sprinkle around the outside all of your different individual shares or other opportunities. But

982.78 - 998.865 Owen

For me, it's always been, you know, the big debate in Australia has always been around property and shares. So one of the things there is I've always said, you know, don't just pick one or the other. Why not have both? So when it comes to property, if you're saving for a deposit or you have a house and you've got mortgage repayments, that's not an excuse necessarily

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that's not an excuse to avoid investing in shares. You should be doing both, in my opinion, because you want exposure to both asset classes. And we're probably going to find out this year that people that invested solely in property had a pretty bad experience, whereas you look at the share markets near all-time highs, you'll find that those people have done pretty well.

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So I guess the lesson there is that you could probably, and this is something that I do too, is I've never been in a rush to buy property because I've always been happy to wait for my opportunity to buy something cheaper. And I was always saved for both. So that's one thing to keep in mind.

Chapter 3: What does Money Smart say about diversification strategies?

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So it's fallen 5% or whatever. Then they'll come back on the podcast and they'll be thinking, you guys told me to diversify and I'm still like exposed to all of this risk. And the reason is that your portfolio will still fall even if you diversify. No matter how much you diversify, you will still be exposed to some risk. And this is the really important point, Kate, is that diversification is

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They say it's a free lunch, but it's not like your golden ticket to having no risk. Even the big super funds fall. Even the best investors in the world experience what we call volatility or the random ups and downs. They experience bad months or bad years. So when we say diversify, we don't mean...

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saying it's like the golden, is it the golden chalice that you're not going to get everything from this. So just keep that in mind. And Kate, can you tell us why, even if we diversify, why we would still be exposed to some risk?

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1539.065 - 1561.174 Kate

Yeah, absolutely. So I think a big example is the Royal Commission brought up last year that some super funds where people had chosen the cash-only option, their balances had gone backwards due to inflation and fees. So they were still exposed to risk. Their money still did not stay at the same balance that it started with, even though it was cash. It was going backwards.

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And I think there's always risk in investing and there's I mean, apart from maybe putting it in a term deposit, but then you're still exposed to there's a risk of inflation with your money losing purchase power over time. But I think you have to, if you are going to invest, you need to embrace that there will be an element of risk to it. It's not something that's going to happen overnight.

1586.003 - 1605.302 Kate

It's not something you should do if you can't bear the thought of your money losing. is going down tomorrow. So if you invest the money in the share market, it's not going to stay the same for a minute. It's going to change during the weekday when the market's open, the value is going to keep fluctuating and it's not something that's going to be set in stone. So I think you need to

1605.822 - 1630.717 Kate

If you are going to approach investing, you need to be comfortable with the idea that there is an element of risk to it. The amount of risk depends on what you're investing in and how much you are diversifying. But it's important to understand that and that the diversification doesn't eliminate risk completely, but it does reduce some of the risk by being too concentrated in only one stock.

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So there is a lot of risk if you are only putting your money into one single ETF or one single stock. But by diversifying, you can lower that risk as well.

1641.895 - 1661.209 Owen

Yep. Yep, we talked about that with the example at the top of the show, which was You know, if you put all your money in one idea, you're exposed to 100% of the returns that come with that one idea. Whereas if you spread it across a few, you might not do better than the best, but you won't do worse than the worst. And we talked about that.

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