Honest Money

Balancing Local & Global: A Guide to Diversified Investing Strategies for Young Investors


Listen Later

In today's podcast, Warren Ingram answers your questions around importance of diversification in investing, particularly for young investors looking to build a global portfolio. Warren outlines strategies for offshore investment, including the use of feeder funds and the implications of currency exchange and capital gains tax. Warren also emphasizes the need for a balanced approach to investing, combining different vehicles such as unit trusts and exchange-traded funds, while also considering tax efficiency and growth potential.


Takeaways

  • Diversification is crucial for long-term investment success.
  • Investing a portion of your money overseas is essential.
  • Feeder funds can simplify the process of offshore investing.
  • Understanding tax implications is key to effective investing.
  • Investing in index funds can reduce risk and increase returns.
  • Start with foundational investments before considering individual shares.
  • Monitor currency impacts on your investments.
  • Utilize tax-free allowances to maximize growth.
  • Plan your investments to minimize capital gains tax exposure.
  • Maintain a balance between local and global investments.


Get more insight on how Prescient Investment Management can help you here.

Send us a text

Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

...more
View all episodesView all episodes
Download on the App Store

Honest MoneyBy Warren Ingram

  • 5
  • 5
  • 5
  • 5
  • 5

5

8 ratings


More shows like Honest Money

View all
The Gareth Cliff Show by The Real Network

The Gareth Cliff Show

66 Listeners

WorldWide Markets with Simon Brown by JustOneLap.com

WorldWide Markets with Simon Brown

20 Listeners

Be a Better Investor by Moneyweb Radio

Be a Better Investor

1 Listeners

The Money Show by Radio 702

The Money Show

36 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

7,846 Listeners

BizNews Radio by BizNews

BizNews Radio

21 Listeners

Investec Focus Radio SA by Investec

Investec Focus Radio SA

6 Listeners

SMWX by Sizwe Mpofu-Walsh

SMWX

9 Listeners

MoneywebNOW by Moneyweb Radio

MoneywebNOW

7 Listeners

My Money My Lifestyle by My Money My Lifestyle

My Money My Lifestyle

0 Listeners

Ideas That Matter Podcast by Vusi Thembekwayo by Vusi Thembekwayo

Ideas That Matter Podcast by Vusi Thembekwayo

128 Listeners

Magic Markets by The Finance Ghost and Moe-Knows

Magic Markets

2 Listeners

History of South Africa podcast by Desmond Latham

History of South Africa podcast

116 Listeners

Wisdom & Wellness with Mpoomy Ledwaba by Africa Podcast Network

Wisdom & Wellness with Mpoomy Ledwaba

25 Listeners

Ghost Wrap by The Finance Ghost

Ghost Wrap

1 Listeners