You're In Good Company

#6 How to keep track of your portfolio | Investing convos every millennial should have


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So you’ve downloaded your broker, you’ve done the research, you’ve even been brave enough to buy your first parcel of shares… but what do you do now? At YIGC we talk a lot about having a passive, ‘set and forget’ approach, but if you want to be more hands-on, you’ll need to be more actively involved. In this episode, Sophie and Maddy talk about re-evaluating your goals, looking and assessing your investments, and how to stay informed.


Recommendations:

Sophie - Simply Wall Street

Maddy - Building a community (aka YIGC Investing Podcasting Discussion Group)

Sascha - WeCrashed by Wondery 


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This summer, Superhero are partnering with Qantas to help you trade to the skies. 

Winner of Money Magazine’s Best of the Best award for the Cheapest Online Broker, Superhero allows you to invest in companies like Apple, Tesla and Spotify with $0 brokerage on U.S. shares and ETFs AND you can now earn Qantas points with Superhero. 

Visit superhero.com.au/qantas to learn more. Eligibility criteria, terms and conditions, and fees & charges apply.


Keep track of Sophie and Maddy between the episodes on Instagram, or on TikTok, and come and be part of the conversation on Facebook with our You’re In Good Company Discussion Group.


Got a question or a topic suggestion? Email us here

 

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In the spirit of reconciliation, Equity Mates Media and the hosts of You’re In Good Company acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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If the episode was sponsored, make it clear here:

This episode contained sponsored content from XXX

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You’re In Good Company is a product of Equity Mates Media. 


All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. 

The hosts of You’re In Good Company are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. 

Do not take financial advice from a podcast. 

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. 

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