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đź’° Dividend income, diversification & growth alts. | Passive Income [1/5]

Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP.

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About this episode

Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP.

Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more. 

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Topics:

Topics covered in Part 1 include:

  • Balancing capital growth versus dividend income
  • How tax works on:
    • Blue-chip shares
    • Managed funds
    • ETFs
    • Superannuation
    • Investment property
  • Historical returns (over various timeframes)
    • Australian equities – 9-10% per year, half from income
    • Australian property – 9-10% per year, ~2% from income
    • Bonds – currently yielding 3.5%, up below 1% a year ago
    • Diversified portfolios – 7-10% in the past is now 4-6%
  • Strategic Asset Allocation (SAA) and diversifying your portfolio
  • Sniff test:
    • Direct stocks
    • LICs
    • REITs
    • Residential property
    • Commercial
    • Crypto
    • Managed funds
    • ETFs
  • Drew’s “growth alternatives” bucket

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