this is investing

807 global & US equities (investing principles 11/11)


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In today's episode Vince Scully looks beyond Australia to the global and US index funds available on the market. He covers:


πŸ‘‰πŸΌ the global market & US landscape explained

πŸ‘‰πŸ½ how developed and emerging markets are classified

πŸ‘‰πŸΎ what is considered small, mid and large cap globally

πŸ‘‰πŸΏ currency diversification & risk

πŸ‘‰πŸ» US % of the global equity market

πŸ‘‰ US ETF analysis - IVV, SPY, NDQ, VTS

πŸ‘‰πŸΌ ETFs including US - VGS, IOO, BGBL, IWLD

πŸ‘‰πŸ½ developed market funds excluding US - VEU, IVE, XUS

πŸ‘‰πŸΎ emerging market funds excluding US - lEM, EMXC, EMKT, VGE, IZZ, IAA, FEMX

πŸ‘‰πŸΏ constructing your portfolio

πŸ‘‰πŸ» getting small cap exposure

πŸ‘‰ Vince’s closing thoughts on portfolio construction


Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/


Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting


Learn to be a better investor with The Quick Start-Guide to Investing: Β https://www.moneypodcast.com.au/store


Have a question or topic for the show? Post it in our Facebook group.


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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