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this is investing

All things investing, brought to you by Glen James


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  • 806 ethical investing: does ESG actually make a difference?

    36:03||Season 8
    Ethical investing and ESG sound appealing but do they actually make a difference? Vince Scully breaks down the reality of ESG-aware investing - why people choose it, how itโ€™s implemented in practice, and whether it genuinely makes a difference to the world and/or your returns.๐Ÿ‘‰๐Ÿผ why people choose to invest ethically๐Ÿ‘‰๐Ÿฝ ESG explained: environmental, social & governance๐Ÿ‘‰๐Ÿพ why ESG screening is complex๐Ÿ‘‰๐Ÿฟ the main ESG investing approaches๐Ÿ‘‰๐Ÿป why ESG screening is complex๐Ÿ‘‰ does ethical investing really make a difference?๐Ÿ‘‰๐Ÿผ how have ethical funds performed?๐Ÿ‘‰๐Ÿพ cost, constraints & portfolio impacts๐Ÿ‘‰๐Ÿฝ impact on security selection๐Ÿ‘‰๐Ÿฟ applying ESG investing in your portfolio๐Ÿ‘‰ how to decide if ESG investing is right for youVince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/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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  • 805 investing in real estate & infrastructure (investing principles 10/11)

    26:42||Season 8
    Real estate and infrastructure play a powerful role in diversified portfolios. Vince Scully explains how they work, how they perform in downturns, and how to access them through ETFs.๐Ÿ‘‰๐Ÿผ 3 key characteristics of these two asset classes ๐Ÿ‘‰๐Ÿฝ how real estate performs in market downturns๐Ÿ‘‰๐Ÿพ your home vs investment property vs REITs๐Ÿ‘‰๐Ÿฟ property syndicates vs listed REITs๐Ÿ‘‰๐Ÿป global real estate ETFs: hedged vs unhedged๐Ÿ‘‰ Australian real estate risks & concentration๐Ÿ‘‰๐Ÿผ why infrastructure is different to property๐Ÿ‘‰๐Ÿฝ what actually qualifies as โ€œcoreโ€ infrastructure๐Ÿ‘‰๐Ÿพ infrastructure performance in the GFC & COVID๐Ÿ‘‰๐Ÿฟ long-term return drivers for infrastructure๐Ÿ‘‰๐Ÿป the currency-hedging problem explained๐Ÿ‘‰ infrastructure ETFs & portfolio role๐Ÿ‘‰๐Ÿผ how real estate & infrastructure work togetherVince Scully is a portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/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.
  • 804 bonds & fixed interest (investing principles 9/11)

    32:21||Season 8
    Are bonds the boring cousin of other investment options? Not entirely. In this episode Vince Scully unpacks what you need to know about bonds and fixed interest investing options:๐Ÿ‘‰๐Ÿผ what is a bond? How do they work?๐Ÿ‘‰๐Ÿฝ other types of bonds you need to know๐Ÿ‘‰๐Ÿพ how to apply your knowledge of bonds to your investing portfolio๐Ÿ‘‰๐Ÿฟ aren't bonds just the same as cash?Vince Scully is a portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/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.
  • 803 investing in gold (investing principles 8/11)

    33:57||Season 8
    Gold has delivered strong returns and big headlines but is it really worth holding and is bitcoin really digital gold? Vince unpacks:๐Ÿ‘‰๐Ÿผ why gold is everywhere right now๐Ÿ‘‰๐Ÿฝ mixed opinions on holding gold๐Ÿ‘‰๐Ÿพ what gold actually does in a portfolio๐Ÿ‘‰๐Ÿฟ why gold works differently for Aussie investors๐Ÿ‘‰๐Ÿป gold vs bonds in market downturns๐Ÿ‘‰ how gold performed in real crashes๐Ÿ‘‰๐Ÿผ is bitcoin really digital gold?๐Ÿ‘‰๐Ÿฝ how to invest in gold ๐Ÿ‘‰๐Ÿฟ ETFs and ETPs you can buy that track physical goldVince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/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.
  • 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.
  • 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.