In this episode, we answer two listener questions. One on ethical investing and ESG funds, and another on managing tech concentration in a portfolio. We'll unpack:

👉 Whether aligning with ESG principles means reducing exposure to Australian equities

👉 Why assuming the US market will always outperform Australia might be

👉 What the ethical ETF DZZF is

👉 Why defining “ethical” companies is harder than it seems

👉 The trade-offs of ESG investing

👉 An alternative approach: investing broadly and donating the fee savings?

👉 Why adding more ETFs might not protect a portfolio from a major market crash

👉 How to think about tech concentration in your portfolio

Ask a Question

FI Case Study Request Form

Pearler

Strong Money Australia

Original Aussie FIRE e-book

Strong Money Australia’s audiobook

Disclaimer

Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide

Hosted on Acast. See acast.com/privacy for more information.