4 months into her investing journey and Jess’ life has completely changed.
She’s since bought a house, switched her core portfolio to geared investments, gotten a dog and combined finances with her partner. Safe to say- there’s been A Lot™️ on 🤣.
With all that change, she’s got a few questions still playing on her mind.
Things like: Should dollar cost averaging be monthly, or weekly? How should you invest in a stocks if you’re not dollar cost averaging into them? Why are her Geared ETFS not performing like she thought they would?
Jess sat down with Bryce and Ren to share what her portfolio looks like today and get these questions answered.
Chapters:
00:00:00 My Portfolio Check-In: What's Changed?
00:03:40 Buying A House Changed My Money Plan
00:05:20 My Portfolio Is Finally Taking Shape
00:06:30 I Swapped To Geared ETFs... Was It A Mistake?
00:10:00 How Do You Buy Individual Stocks?
00:12:43 Build Your Core Before Chasing Stock Picks
00:14:34 Should Beginners Use Geared ETFs?
00:18:56 Monthly Or Weekly Investing: Does It Matter?
00:23:45 When To Buy More Of A Stock
00:27:15 Why A Strong Core Portfolio Wins
Links mentioned in this episode:
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🎧 Episodes that Jess references:
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If you’re the type of person who spends weekends comparing ETF’s, keeps an eye on crypto, and never misses an episode of Equity Mates, here’s one investment you may be overlooking – your super.
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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 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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