It's No Secret

17. Investing 102: I've Made My First Investment, Now What?


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Hello there money-chatting friends! In today's episode, we're answering the question of...
 
 I'VE STARTED INVESTING IN THE SHAREMARKETS, BUT NOW WHAT?

This episode we're here to level up your investment game. Investing jargon? We take it on. Diversification, come at us. Re-cap of maths class, stats galore, discussions around exit strategies. You name it, we cover it. 

What's in the episode?

In this episode, Cat and Christine dive into the details around creating an investment strategy that works for you. Now if you haven't listened to our Investing 101 episode - stop right now and go listen here

Specifically, we cover:

  • How do you know when your investments should “level up”
  • Whether we are actually good at picking stocks
  • The distribution of stock market returns...say what now? 
  • What diversification really means and how to achieve it
  • What a core satellite investment strategy is
  • How does your home fit into a core satellite strategy 
  • How much diversification is too much diversification 
  • Correlation - what is this with sharemarkets and how does it apply 
  • How to not be overwhelmed with portfolio construction
  • What about tax….
  • Your investment time horizon (it's our favourite buzzword)
  • Creating the illusive passive income
  • How do investment properties fit into an equity market strategy
  • What is an investment exit strategy
  • When to not be greedy with sharemarkets

...And honestly, there's so much more goodness in there, so get listening now. 

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.

SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify

Follow us for fun chat & financial tidbits on IG: @itsnosecretnz
Got questions? Get in touch: www.itsnosecret.co.nz

Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz

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