Welcome to episode 5 of our Summer Series 2023 on The Australian Investors Podcast. In episode 5 of our January 2023 Summer Series, analyst Owen Rask and financial planners Drew Meredith, CFP and Jamie Nemtsas, CFP dive into everything you need to know about portfolio construction.
Drew, Jamie and Owen cover the 5 most important things (plus some) for anyone learning about building a portfolio. Join the chat on Twitter!
What is the Summer Series ?
Over Summer 2023, in ~20 minutes (or less) Owen Rask and Drew Meredith, CFP (and Jamie!) will jump head first into one finance or investing topic per episode, and bring with them heaps of resources to help you grow as an investor.
Portfolio construction episode resources
- Owen Rask’s Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC)
- Value Investor Program (VIP) — Owen’s FULL online curriculum, templates, valuation case studies and more. $499.
- Setting the record straight on Asset Allocation (CFA blog)
- Get in contact with Jamie & Drew from Wattle Partners
- Vanguard Interactive charts
Summer Series Owen’s favourite tackle and gear
- Join Rask Core – $9.99 per month
- Apply for Drew & Jamie’s financial planning