Four investors. $25K each. One year of big bets, questionable trades & a whole lot of competition. Bryce, Ren, Ally & Betashares' Cam Gleeson reveal the final results of their portfolio challenge. Who came out on top, which investments delivered, and where did it all go wrong?
In this episode:
00:00 Portfolio Challenge: Final Results
04:57 Why the Diversified Core Portfolio Delivered
05:40 Bryce's Portfolio: Pro Medicus, BHP & Timing the Market
09:43 Ally’s Portfolio: Big ETF Wins & Costly Stock Picks
13:49 Cam's Portfolio: Cybersecurity Gains & Uranium Losses
17:59 Competition vs Real-Life Investing: Taking Too Much Risk
19:57 Ren's Portfolio: Asian Tech, Commodities & Chasing Momentum
23:16 The Best & Worst Trades of the Year
Stocks & ETFs Mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Japan Currency Hedged ETF (ASX: HJPN), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares India Quality ETF (ASX: IIND), Betashares Global Cybersecurity ETF (ASX: HACK), Global X China Technology ETF (ASX: DRGN), Betashares Global Uranium ETF (ASX: URNM), Global X Copper Miners ETF (ASX: WIRE), Betashares Global Energy Companies ETF (ASX: FUEL), Betashares Emerging Markets ETF (ASX: BEMG), BHP Group (ASX: BHP), Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), Goodman Group (ASX: GMG), Generation Development Group (ASX: GDG), IperionX (ASX: IPX), NextDC (ASX: NXT), Webjet Group (ASX: WJL), Megaport (ASX: MP1), Life360 (ASX: 360), Artrya (ASX: AYA), REA Group (ASX: REA), Karoon Energy (ASX: KAR), Deep Yellow (ASX: DYL), Paladin Energy (ASX: PDN), Lynas Rare Earths (ASX: LYC), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), 4DMedical (ASX: 4DX), Telix Pharmaceuticals (ASX: TLX), Lowell Resources Fund (ASX: LRT), Plato Global Alpha Fund (ASX: PGA1), SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), Taiwan Semiconductor Manufacturing Company (NYSE: TSM)
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