🌱 ETF investment strategies & what to look for [ETF mini-series part 2]

Рет қаралды 8,301

Күн бұрын

Welcome to our part 2 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio.
In this episode, Kate & Owen walk listeners through how to work out what kind of ETF you’re looking for, and how it forms part of your broader investment strategy. We also explain what a Core/Satellite Portfolio is, understanding your risk profile and whether ETF unit size matters.
Make sure to listen to part 1 of our ETF investing mini-series, if you haven’t already.
Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created to accompany this podcast series: bit.ly/etfchecklist
➜ Dig in deeper with the show notes: www.raskmedia.com.au/podcasts...
➜ Money & investing courses: education.rask.com.au
➜ Join our kickass newsletter: www.rask.com.au/free-sign-up/
➜ Hang with us on IG: / raskaustralia
➜ Twitter for cool kids: / raskaustralia
➜ Tiktok for laughs: / raskinvest
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
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): www.rask.com.au/fsg

Пікірлер: 10

@mattrt12 Жыл бұрын

Liking the series far, just wanted to mention that I have both IVV and VGS in my core as they are slightly different in that VGS is not just US based companies,

@mattrt12 Жыл бұрын

Being 47 should I be looking at maxi my super rather than in ETF's, to the max allowed for super under salary sac, although atm my super is low cost balance, or should I build up my core ETF's and say invest 700pf for the next 15 years?

@NoRegertsHere Жыл бұрын

Did you get an answer to your question? - consider ‘post tax concessional contributions’ too if you haven’t been hitting the cap every year, as the cap is averaged over 5 years now. If you were say $10k short in the 2019 fin year, you can contribute that up to June 2024 and get a $10k tax deduction, minus 15% paid for super tax. If you were on 32.5% tax rate, that’s $1750 tax back for you and $10k goes into your super to be invested.

@zinashd2968 Жыл бұрын

Hi. Sorry if I might have missed this but for a core ETF choice, its it ok to choose an ESG ETF?

@RaskFinance Жыл бұрын

Hi Zinash, you should watch the list to the first question of today's Australian Investors Podcast (it's our slightly more advanced channel but we covered the DZZF ETF today -- a super popular Core ethical/ETF ETF). www.raskmedia.com.au/2022/10/01/2-sense-our-3-biggest-mistakes-investing-100k-core-lithium-cxo-dzzf-twilio-twlo-owen-says-dubber-dub-is-a-no-go-rural-funds-group-asxrff/

@stephengalea9447 Жыл бұрын

May i ask a noob question???? Why don't we value ETFS or time the market with them such as a sector that is overvalued?

@RaskFinance Жыл бұрын

ETFs tend to be best used as long term investments because they (at times) have hundred or thousands of stocks/bonds/whatever inside them. Oftentimes they go across sectors or markets. Some thematic ETFs are indeed designed for shorter times, like 2-3 years.

@RaskFinance Жыл бұрын

Rask Australia but they can definitely be used as ‘tactical’ or ‘satellite’ tilts on a portfolio too. Cheers mate! Owen