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Portfolio update, share transfers and buy backs- what you need to know

In this  episode, Owen is joined by Gemma Mitchell who steps in for Drew Meredith while he is away. This week they are answering your questions plus a quick update on how the portfolios are going and talk about transferring shares- what it means, why you’d do it and how it can go wrong. 

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About this episode

In this  episode, Owen is joined by Gemma Mitchell who steps in for Drew Meredith while he is away. This week they are answering your questions plus a quick update on how the portfolios are going and talk about transferring shares- what it means, why you’d do it and how it can go wrong. 

Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

  • What are buybacks, and why do companies offer them?
  • Diversifying inside vs. outside super
  • Optimising dollar-cost averaging
  • What is momentum investing?
  • How to identify crossovers in your ETFs’ asset allocations

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