4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge
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What is the $25K portfolio challenge and how does it work?
Everything you're about to hear is for education and entertainment purposes only.
Who are the competitors in the portfolio challenge?
Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice.
What recent market updates are affecting the portfolios?
Equitymates operates under Australian Financial Services License 540697.
We've each invested $25,000 to see who can come out on top by the end of the year. And today we're going to have a look at how we are going. Welcome to Equity Mates, a show where we explore what's possible in the world of investing. If you've just joined us for the very first time, a massive welcome to our community.
How is Bryce's portfolio performing and what are his strategies?
My name is Bryce and as always, I'm joined by my equity buddy, Ren.
How are you going? I'm very good, Bryce. Very excited for this episode. As you said, the start of the year, we will set the challenge, invest $25,000 across a core and satellite portfolio and see who wins.
What challenges is Cam facing with his uranium investments?
And it's not just you and I competing head-to-head. We have four contestants in this game. Unfortunately, one of them is out sick today.
I don't know if it's by a strategic move or not.
A shame of performance. We actually don't know who's losing, but maybe she knows and that's why she's not here. So Ali Selby, we hope you get better soon.
What significant losses is Ally experiencing in her portfolio?
We will be talking about your portfolio today. You've given us the instructions, but Cam Gleeson, you haven't called in sick. We appreciate that. Thanks for joining us again.
Yeah, I guess so.
How is Ren adjusting his strategy in response to market conditions?
I guess it's good to be here. We'll see how we go.
We will see. Now, Cam, you are a senior investment strategist here at BetaShares.
What final portfolio changes are being made for the next quarter?
We'll talk about the portfolios, but I think we will also talk about what's happened in markets over the past three months or just shy of three months. But before then, Bryce, should we just reintroduce the concept for people who are new?
Absolutely. So it's in partnership with BetaShares Direct. We've each had $25,000 to build a custom portfolio. So DHHF was our core, 13,000 or thereabouts went into DHHF and we're not allowed to touch it. Outside of that, we then had to equal weight the remaining parts of the portfolio, three ETFs, three stocks, all listed on the ASX available through BetaShares Direct. And may the best man or woman win.
Yes.
Now, we weren't allowed to touch our positions from when we invested until now. And we can only rebalance or reinvest in the same format every quarter. So that's what we're going to do this episode.
Yeah. So we'll always have three ETFs and three stocks.
Yeah.
Yeah. All right. Well, before we get into our portfolios and what's been happening in the markets, let's say a massive thanks to BetaShares for sponsoring this episode and helping us keep all of our content free.
With more than 1 million investors and over $75 billion in assets under management, Betashares offers Australia's largest range of ETFs and innovative investing solutions through their platform, Betashares Direct.
Visit betashares.com.au to learn more about the Betashares funds and about Betashares Direct. Read the PDS and TMD and consider whether the product is right for you. Betashares Capital Limited is the issuer and EquityMates Proprietary Limited is owned by Betashares Group.
All right, Cam. So before we jump into the current positions or the current returns of our portfolios, a lot has been happening since we've made our first investments. It's been a busy year. It's been a busy year. So why don't you give us a bit of an update on just what exactly has transpired over the last couple of months?
Yeah. So we kicked off our investing in February, which was somewhat not fortuitous, but yeah, either way, we just sort of play the cards we dealt to that sort of stage. To the end of February, we'd seen that the ASX rallied around about 12%. So it was a strong start of the year. Jeez, completely forgot that. Great. Yeah. So strong start of the year for global equities, strong start for Australian equities. US equities were in a bit of a bind or a bit of a muddle, but elsewhere, we saw some really strong performance out of Asia and other jurisdictions and That was sort of quite a, you know, it looked like we're going to have a really good year for equities.
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Chapters
8 chapters
1
What is the $25K portfolio challenge and how does it work?
0:00–0:04
2
Who are the competitors in the portfolio challenge?
0:04–0:10
3
What recent market updates are affecting the portfolios?
0:10–0:32
4
How is Bryce's portfolio performing and what are his strategies?
0:32–0:47
5
What challenges is Cam facing with his uranium investments?
0:47–1:10
6
What significant losses is Ally experiencing in her portfolio?
1:10–1:19
7
How is Ren adjusting his strategy in response to market conditions?
1:19–1:26
8
What final portfolio changes are being made for the next quarter?
1:26–30:49
Speakers
5 identifiedMore from Equity Mates Investing Podcast
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