Show notes
Welcome to episode 5 of our Summer Series 2023 on The Australian Investors Podcast. In episode 5 of our January 2023 Summer Series, analyst Owen Rask and financial planners Drew Meredith, CFP and Jamie Nemtsas, CFP dive into everything you need to know about portfolio construction.
Drew, Jamie and Owen cover the 5 most important things (plus some) for anyone learning about building a portfolio. Join the chat on Twitter!
What is the Summer Series ☀️?
Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.
Vanguard episode resources 👇:
Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC)
Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499.
Setting the record straight on Asset Allocation (CFA blog)
Get in contact with Jamie & Drew from Wattle Partners
Vanguard Interactive charts
Summer Series 🎣 Owen's favourite tackle and gear
Join Rask Core 🌏 - $9.99 per month
Apply for Jamie & Drew's financial planning
ASK A QUESTION: https://bit.ly/3QtiY00
J.P. Morgan Asset Management
If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face).
The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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