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this is investing

All things investing, brought to you by Glen James


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  • 802 investing in Australian equities: home bias, franking credits & ETF choices (investing principles 7/11)

    41:25||Season 8
    Should Aussie investors stick close to home or look offshore? In this episode Vince breaks down home bias, franking credits, ASX concentration and how to work out your allocation to Aussie equities. ๐Ÿ‘‰๐Ÿพ advantages of investing in Aussie equities๐Ÿ‘‰๐Ÿฟ disadvantages of investing locally๐Ÿ‘‰๐Ÿป criticism of investing in Aussie equities๐Ÿ‘‰ what to look for when selecting a large cap equity fund๐Ÿ‘‰๐Ÿผ some popular large cap funds๐Ÿ‘‰๐Ÿฝ smart beta strategies๐Ÿ‘‰๐Ÿพ small and micro cap funds๐Ÿ‘‰๐Ÿฟ how much should you hold in Aussie equities?Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing: ย https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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  • 801 choose your weapon: ETFs, LICs & managed funds (investing principles 6/11)

    40:07||Season 8
    ETFs, managed funds or LICs, which one should you actually choose? Vince breaks down the real differences between each structure, how tax and pricing work behind the scenes and why starting with what you want to invest in matters more than the wrapper you use.๐Ÿ‘‰๐Ÿพ why ETF vs managed fund is the wrong starting point๐Ÿ‘‰๐Ÿฟ why most investors use pooled investments๐Ÿ‘‰๐Ÿป listed investment companies: how they work, pros & cons๐Ÿ‘‰ managed funds: how they work, pros & cons๐Ÿ‘‰๐Ÿผ ETF vs managed fund equivalent performance๐Ÿ‘‰๐Ÿฝ how ETFs solved most structural problems, pros & cons๐Ÿ‘‰๐Ÿพ how to choose the right structure for youWatch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing: ย https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
  • 747 what's an index and why should you care (investing principles 5/11)

    34:40||Season 7
    In this episode Vince Scully breaks down how market indexes were created, how theyโ€™re constructed and how to use them effectively as an investor. He covers:๐Ÿ‘‰๐Ÿพ why indexes exist and what problem they solved๐Ÿ‘‰๐Ÿฟ how the s&p 500 actually works๐Ÿ‘‰๐Ÿป the origins of major global indexes๐Ÿ‘‰ price indexes vs accumulation indexes๐Ÿ‘‰๐Ÿผ index funds and the rise of passive investing๐Ÿ‘‰๐Ÿฝ when active management can make sense๐Ÿ‘‰๐Ÿพ where index investing goes wrong๐Ÿ‘‰๐Ÿฟ how investors should really use indexesWatch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing: ย https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
  • 746 building the ideal portfolio (investing principles 4/11)

    52:43||Season 7
    In today's episode of the investing principles series, Vince Scully walks through how to actually choose funds for your investment portfolio that fit your goals, risk tolerance and life stage. He covers:๐Ÿ‘‰๐Ÿพ actively managed vs index funds๐Ÿ‘‰๐Ÿฟ allocating across countries, sectors and company size๐Ÿ‘‰๐Ÿป why global market weights donโ€™t equal good portfolios๐Ÿ‘‰ why choosing active or passive is the wrong question๐Ÿ‘‰๐Ÿผ 7 measures for choosing an index fund๐Ÿ‘‰๐Ÿฝ 6 Ps for selecting an active fund manager๐Ÿ‘‰๐Ÿพ 4 ways to monitor and rebalance your portfolioWatch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing: ย https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
  • 745 understanding & embracing risk (investing principles 3/11)

    22:36||Season 7
    In this episode, Vince unpacks one of the biggest misconceptions in investing - the difference between real risk and day to day volatility. He also breaks down concentration, leverage, investor behaviour and how to find the right level of risk so you can actually stay the course.Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing: ย https://www.moneypodcast.com.au/storeNick Bradley is now over on Youtube! Subscribe to his show, 15 Minute Money: https://youtube.com/@15minutemoney?si=GOLaFNrEqh5iUCJ1Want more investing content? Find 'this is investing' wherever you listen to podcasts.Have a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
  • 744 the 5 B's to investing + why invest in gold (investing principles 2/11)

    33:36||Season 7
    Vince breaks down the 5 Bs which make up the core building blocks of every investment portfolio: bills, bonds, bullion, bricks and businesses + 6 common factors of a winning stock.Learn to be a better investor with The Quick Start-Guide to Investing: ย https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
  • 743 introducing a new host! + inflation, returns & your investing why (investing principles 1/11)

    14:10||Season 7
    Vince Scully kicks off a new era of this is investing with a back to basics 4-part series. In this episode Vince looks at why we invest in the first place. He breaks down inflation, long-term returns and the mindset that makes investing decisions easier over time.Learn to be a better investor with The Quick Start-Guide to Investing: ย https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.