Every month we open the books and share exactly what we're buying, holding and watching. In this update, we unpack the stocks and funds that drove our portfolios higher in June, why healthcare staged a major comeback, and the thinking behind a major portfolio restructure into active fund managers. Plus, we share the long-term investment themes that are shaping what comes next, in anticipation of our new 10-part series dropping next Monday - The Decade Ahead.
In this episode:
00:00 – Portfolio update & Big Announcement
02:58 – June market recap & what moved global markets
06:43 – Bryce’s portfolio: healthcare rebound & standout performers
14:24 – Ren’s portfolio: deploying capital into active managers
18:02 – Can active managers beat the index?
22:58 – Bryce’s full portfolio breakdown
25:50 – Ren’s full portfolio breakdown
30:10 – What's Next & The Decade Ahead preview
Stocks & ETFs Mentioned: Pro Medicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Eli Lilly (NYSE: LLY), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), CSL (ASX: CSL), Berkshire Hathaway (NYSE: BRK.B), Alphabet (NASDAQ: GOOGL), Axon Enterprise (NASDAQ: AXON), Hims & Hers Health (NYSE: HIMS), Taiwan Semiconductor Manufacturing Company (NYSE: TSMC), Catapult Group (ASX: CAT), Shopify (NASDAQ: SHOP), Spotify (NYSE: SPOT), Mercado Libre (NASDAQ: MELI), Macquarie Group (ASX: MQG), Sea Limited (NYSE: SE), QXO (NYSE: QXO), ASX: G200, ASX: GGUS, ASX: IVV, ASX: VAE, ASX: VEQ, Betashares Global Banks ETF (ASX: BNKS), Betashares Japan ETF (ASX: HJPN), Betashares Gold Bullion ETF Currency Hedged (ASX: QAU), ASX: WIRE, ASX: GHHF, ASX: EXUS, ASX: BEMG, ASX: ECRD, ASX: ROYL, ASX: CIIH, ASX: ASIA, Five V Capital Horizons, Schroders Specialist Private Equity Fund, Hamilton Lane Global Private Equity, Plato Global Alpha, Monroe Global Growth, Loftus Peak Global Disruption, Monroe Small & Mid Caps, Ophir Global Opportunities Fund, Seneca Australian Small Companies Fund, Fairlight Small & Mid Cap Fund.
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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 unsure, speak to a financial professional. The host 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 and operates under Australian Financial Services licence 540697.
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