How would you build an income portfolio with just three ETFs?
We put two experts head-to-head: Daniel Kelly from Viola Private Wealth and Andrew Wielandt from DP Wealth Advisory.
They each pick three income-focused investments, explain what each one brings to the portfolio, and reveal the one investment from the other portfolio they'd kick out.
ETFs mentioned:
Vanguard Australian Shares High Yield ETF (ASX: VHY)
Talaria Global Equity Fund Complex ETF (Cboe: TLRA)
Plato Income Maximiser (ASX: PL8)
Qualitas Real Estate Income Fund (ASX: QRI)
MA Credit Income Trust (ASX: MA1)
Plato Global Shares Income Fund Active ETF (ASX: PGI2)
Chapters:
00:00:00 Building The Income Portfolios
00:00:51 VHY Australian Dividend Income
00:02:11 TLRA Global High Income
00:03:31 PL8 Monthly Australian Income
00:04:37 QRI Real Estate Credit
00:05:33 MA1 Corporate Private Credit
00:07:06 PGI2 Global Dividend Growth
00:07:58 Diversifying Beyond Three ETFs
00:10:12 QRI Andrew's Sell Pick
00:11:59 PL8 Dan's Sell Pick
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Buy or Sell is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.
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