Jess wants to venture beyond ETFs to the world of stocks. Eeek- intimidating!
After deciding to set up a Core-Satellite portfolio, she is keen to explore adding that some individual companies to the Satellite.
But she’s never bought a stock before, let alone analysed a company. So where on earth should she begin?
Who better to answer that then a professional investor who picks stocks for a living.
Anna Milne, Deputy Portfolio Manager at Wilson Asset Management joins to the show to teach Jess what an absolute beginner needs to know about buying stocks - things like:
Plus - Jess meets a community member who’ll be a familiar face to any AFL fans- Chad Warner from the Sydney Swans. They chat about how he caught the stock picking bug and what he has in his portfolio.
Chapters:
00:00:00 How Do You Pick Stocks?
00:02:10 What Stock Picking Really Means
00:04:19 How Experts Find Ideas
00:07:50 The Research Most Ignore
00:10:05 Green Flags to Watch For
00:12:58 Warning Signs To Watch For
00:16:42 Great Business But Bad Buy?
00:20:36 When is Enough Research?
00:25:09 Mistakes Beginners Make
00:27:49 Chad Warner's Investing Journey
00:31:49 Inside Chad's Portfolio
00:36:00 The Investing \"Bug\"
00:38:38 Chad's Advice For Beginners
Links mentioned in this episode:
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Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios.
Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings)
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment.
Thanks to Betashares Direct for sponsoring this series and helping us keep our content free.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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Get Started Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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