
Sign up to save your podcasts
Or


In this episode of "What's the Risk?" we take a look at the dilemma the never ending stream of ETF launches poses for investors.
You might have an existing portfolio, but there's suddenly something new in the market that catches your eye. It might have lower fees, it might promise to target a particular theme you're interested in, it might focus on a region or country you don't have exposure to, what do you do?
It's a dilemma that all of us will face from time to time, and with the arrival of Avantis into Australia with AVTG, AVTS & AVTE it poses a question for our advice business because Avantis shares a similar investment philosophy to us and we know the people in that business are very good at what they do.
We go through some of the things that our investment committee looks at, before adding a product to our model portfolios, and maybe that will help you decide whether you need to add a new ETF to your portfolio, or happily continue as you are because it might be a case of "if it ain't broke, don't fix it."
Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/
https://www.mfg.com.au
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy for more information.
By Mancell Financial GroupIn this episode of "What's the Risk?" we take a look at the dilemma the never ending stream of ETF launches poses for investors.
You might have an existing portfolio, but there's suddenly something new in the market that catches your eye. It might have lower fees, it might promise to target a particular theme you're interested in, it might focus on a region or country you don't have exposure to, what do you do?
It's a dilemma that all of us will face from time to time, and with the arrival of Avantis into Australia with AVTG, AVTS & AVTE it poses a question for our advice business because Avantis shares a similar investment philosophy to us and we know the people in that business are very good at what they do.
We go through some of the things that our investment committee looks at, before adding a product to our model portfolios, and maybe that will help you decide whether you need to add a new ETF to your portfolio, or happily continue as you are because it might be a case of "if it ain't broke, don't fix it."
Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/
https://www.mfg.com.au
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy for more information.

11 Listeners

95 Listeners

43 Listeners

5 Listeners

13 Listeners

52 Listeners

11 Listeners

54 Listeners

21 Listeners

7 Listeners

24 Listeners

27 Listeners

5 Listeners

16 Listeners

8 Listeners