On The Australian Investors Podcast ‘2 Sense‘ this week, analyst Owen Rask and financial planner Drew Meredith, CFP explain why Owen likes private companies and plans to invest more in private equity, Drew offers his “2 sense” (get it?) on German banks (like Deutsche), Andrew Deremyth talks about rates, and finally Drew explains why the Plato Income Maximiser Ltd (ASX: PL8) can work for retirees.
The Australian Investors Podcast, Australia’s best investing podcast for professionals and private investors, is back for “2 sense”, hosted by investment analyst Owen Rask and financial planner Drew Meredith, CFP (AKA Andrew Deremith). Join 58,000 investors who listen regularly.
This week’s winner of our ‘best questioner name’ is Mr Dunny-Kruger, who asked about rebalancing.
Here are some of the investing questions we attempted to cover
| credit-less suisse Army knife. | I read six months ago rumblings about deutsche bank, how much strife do we think they are in? |
| Investing with Annette (investing with a net…) | Hi folks, thanks for your podcasts, I find them informative and entertaining.
We are regularly reminded that investing involves risk and that in rare cases an investment can go to zero. What situations exist where the outcome could be even worse than this and go ‘below zero’? In other words, lose all the money invested, and more? In particular, do certain brokerage platforms available in Oz offer higher risk choices? And what are these choices? Or flipping things, are particular platforms ‘safer’ by limiting choices. In a recent podcast Owen made passing reference to CMC and not being a fan of one of their offerings, ‘derivatives’ I think, without really elaborating…. Worst case one hears of situations like Alex Kearns using Robinhood (and issues with ‘options’ trading). My question is about brokerage platforms. Not so much things like margin loans unless offered via that platform… |
| Lost trust ? | our advisor keeps telling us Dubber will recover .It sems unlikely . I worry that advisors get too close to some funds like Dubber and make clients hold on hen they should sell out . Weare stuck now hoping they bounce back |
| Snorkeling can’t breath | Hey can you please do a deep dive or at least a snorkel on PL8 eft. I am interested to see if it’s a good option for retirement especially if you know you will pay tax when retiring (for your eyes only I have a defined benefit super) |
| Carl Icahn’t | Hi guys, would love to get your opinion on publicly traded investment funds that have exposure to private investments, such as the UK investment fund, Scottish Mortgage Investment Trust (SMT:LSE). SMT is a publicly traded technology fund that has significant (27%) exposure to private companies. Whilst the public companies get repriced daily, the pricing of the private investments occur internally and remain opaque. The fund, however, trades at an 18% discount to NAV, potentially pricing in further down rounds in the private companies. Do you guys believe funds like this offer great opportunities to get exposure to innovative private companies cheaply (and potentially at a discount), or are they a trap waiting to happen due to the potential further carnage in the private market? Understanding anything you say is in no way financial advice. Thanks |
| Ash no Cash | Savings rate on ING is 5% compounded monthly. am I better off putting my 5k per month in there or VAS etf? based on previous 10 years on VAS what would my total be if I was put my money in there and reinvesting my distributions. cheers |
| Mr Dunny-Kruger 🏆 – WINNER! | Hi Gents,
Love the podcast. As a newbie investor I’d love to hear your thoughts on rebalancing a portfolio. Since starting on my investing journey I’ve seen both my growth and defensive ETFs fall in value, however they have fallen disproportionately. Rebalancing seems a bit counterintuitive in these circumstances. How might we think about rebalancing a portfolio if the timing results in a capital loss? Thanks Mr Dunny-Kruger |
| Scott…NothingtoDowithme | What’s happened to SOL… investment performance? , management?, market..? |
| Stumbling Baby Steps | Hi. I am just beginning on my investment journey, albeit quite late in my working life. Primarily, my goal is to invest some of my disposable income for the next ten years or more, before i retire. I have Gold State super (earning Perth CPI+2%) and West State super (employer + salary sacrifice contributions. Both are WA Government super funds.
I have been listening to your podcasts now for a few weeks, and heard you talk about core and satellite portfolios. My question is, do you have any starting ratio of how much you invest in each? My thoughts are that i would like to start by focussing on acquiring some ETF’S for my core portfolio, before i worry about my satellite portfolio. Or should i invest a certain percentage of my disposable income into core stocks and the remaining percentage into a satellite portfolio for day one? Thanks Unsteady Baby Steps |
| Super Insurance Confused | Having recently listened to the “Everything Superannuation” podcast I started considering my current insurances and consider whether I should make any changes.
Who would you recommend I reach out to for some unbiased advice on the best way forward for me and my family? Earlier in life my parents recommended I setup TPD, Life and Income protection prior to me amalgamating all of my super balances from previous employers. As a result, I currently have my super setup exclude insurance. The millions of members with pooled resources makes a lot of sense for a good cover outcome with low fees, however, if I reach out to the insurance broker, I imagine they will list bunch of other benefits in holding insurance outside of super, but of course they are just talking their own book and have interest in maintaining their fees. |
| Here for a long time, not a good time. | Hey guys,
Can you explain why IVV had a stock split and went from nearly $600 down to $40 and what does this mean for people who hold it or want to buy it in the future. Thanks. |
this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.
