Calling all lawyers: consider this episode your cue to invest smarter.

Harrison Dell, better known as @harrydelltaxtok on TikTok, is a rare type of tax lawyer in that he's averse to being risk averse — something he credits his being a 30yro director of a law firm to.

He's made a name for himself demystifying taxes across investing, equities, and crypto, but in today's podcast he talks about his own finances.

Today, he and Aleks cover:

• Harrison's false start with investing
• Harrison's net worth
• What he's invested in
• His financial freedom goals
• What contributed the most to his personal growth.

You can follow Harrison Dell here:
https://www.tiktok.com/@harrydelltaxtok?lang=en 

Contact Cadena legal here:
https://www.cadenalegal.com.au/ 

For videos of this episode, you follow Selfwealth on TikTok here:
https://www.tiktok.com/@selfwealthaus?lang=en 

And on Instagram here:
https://www.instagram.com/selfwealth.com.au/?hl=en 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

Gaurav Sodhi is Intelligent Investor's Deputy Head of Research — and also one of the best investing writers out there. 

He specialises in the energy sector and is packed with insights into how it, and especially coal, features in a cyclical economy. 

In this chat he covers:

• Falling into investing by accident, and why investing is like no other profession
• Energy stock winners
• Energy stock losers
• Research tips
• How he bought one of last year's best performing stocks for $1
• The clean energy transition
• Why coal miners could be "the new banks".

Read more from Gaurav Sodhi here: https://www.intelligentinvestor.com.au/author/gaurav-sodhi/47 

Read Intelligent investor here:
https://www.intelligentinvestor.com.au/ 

For video snippets of this podcast, follow Selfwealth on TikTok:
https://www.tiktok.com/@selfwealthaus?lang=en 

And on Instagram: 
https://www.instagram.com/selfwealth.com.au/?hl=en 

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

"Growth of what? Email Addresses? Unsustainable cash burn??"

Aleks has finally won. After asking since day dot, the stars aligned and we managed to get the big boss — Selfwealth CEO, Cath Whitaker — on the pod!

Cath joins to explain the recent screes of Selfwealth Investor data our team has been crunching in the background. 

Which state is more likely to invest? 

Which generation is buying the most stocks?

Which gender is buying more?

What the hell happened to tech stocks?

Which ASX sector did Selfwealth investors buy into, and which companies had the highest returns?

How are young Australian investors behaving?

We answer all the above and more as Aleks and Cath pore over demographic and sector data, explaining trends and musing on 2023 outcomes.

Follow Aleks on Instagram

Follow Cath on LinkedIn

See omnystudio.com/listener for privacy information.

The top five most bought and sold stocks on Selfwealth in 2022 were resources and mining.

Companies like Lake Resources, Core Lithium, BHP, Pilbara Minerals, and Fortescue metals all had bumper years. 

So what happened? 

For all the juicy details, we've brought back our first ever podcast guest: Kanish Chugh from Global X. 

Global X runs some of Australia's favourite materials-based funds. We're talking the lithium and EV slanted ASX:ACDC and the oldest physically backed gold ETF, ASX:GOLD. 

And as their Head of Distribution, there's no one better than Kanish to run us through the year that was, and what he's expecting for 2023.

In this episode, Kanish and Aleks chat:

• Investing for the future, including carbon credits, clean uranium, and green metal mining
• What happened with the big miners in 2022
• What investors can learn about M&A activity
• Predictions for 2023

Follow Kanish on LinkedIn here:

https://www.linkedin.com/in/kanish-chugh-16126623/ 

Learn more about Global X ETFs here:

https://www.globalxetfs.com.au/ 

Follow Aleks on Instagram here:

https://www.instagram.com/brokegirlwealth/ 

Follow Selfwealth on Instagram here:

https://www.instagram.com/selfwealth.com.au/ 

See omnystudio.com/listener for privacy information.

This is the first in our ASX sub-sector wrap, where we dive into the cohorts that comprise Australia's stock market and look at what drove their dips and swings. 

To teach us about retail, we tapped Morningstar's Director of Equities Research, Johannes Faul. 

In this episode, Aleks and Johannes talk about:

• How much sales events like Black Friday and Boxing Day swings the sector
• 2022's big retail stories
• What type of investor would take larger retail positions in their portfolios
• What is unique about Australia's retail sector
• Headwinds and tailwinds for 2023

Follow Johannes on LinkedIn: https://www.linkedin.com/in/johannes-faul-24597a7b/

Follow Selfwealth on Instagram: https://www.instagram.com/selfwealth.com.au/?hl=en 

Follow Selfwealth on Twitter: https://twitter.com/_selfwealth 

 

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

"I wouldn't touch an ETF with a barge pole!"

Excuse me… what? 

Peter Thornhill is the founder of Motivated Money and is one of Australia's biggest investing legends. He retired in his early 50s with $400k in annual dividends, and did so in a manner entirely opposite to how the rest of Australia invests. 

Peter believes that investing is about being the custodian of capital, earning income from it, and passing it on to the next generation. He's a huge proponent of investing in LICs, and has a very strong argument for why we should we should ditch what he calls "the led in the saddle" and only invest in industrials. 

Oh, and he also isn't into investing in property.

In this episode, Aleks and Peter chat about:

• Why he doesn't go for the highest yield, and why yield is an arbitrary number
• How he retired on $400k in dividends
• Which sectors he believes don't perform
• His argument against property investment, and his strategy for recycling property debt into the stock market
• How we can optimise out tax
• Why he only writes when he has something to say

You can read about what exactly it is that Peter has to say in his My Say column.

You can also follow Aleks on Instagram.

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

"I remember when I was clawing my way out of the negative net worth hole thinking about how easy life would be on the other side of $100K."

Aleks has come a long way in growing her net worth — she's clicked over 100k and gunning at 150. But it's slow going. 

In this episode Aleks provides and honest check-in on how her investments are growing (or more to the point: not growing).

If you've found it hard to keep calm and DCA, this one's for you.

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

We often speak about the importance of educating the next generation about investing and finance, but we haven't spoken to anyone moving the needle in the space… until now. 

Clever Women Co are a finance and lifestyle education business that reaches millions on TikTok. As they say on the pod:

"Clever is not about those over-repeated statistics, we're not telling women that we're a minority, it doesn't come from that angle of disadvantage but rather we take a positive angle, showing women the paths and stories for success from women who have come before them."

This wide-ranging chat covers:

• Success in their first ever investment
• The part Woolies plays in Clever Women Co's origin story
• Finding your tribe
• Whether wealth generation is easier for them or their mothers
• Putting the Melanie Perkins of the world beside the girls next door
• Lessons learned from Samsung going from "fish to phones"

Books and resources discussed include:

• Rich Dad Poor Dad
• Deep Work
• Start with Why

You can follow Clever Women Co on Tik Tok and Instagram and TikTok.

See omnystudio.com/listener for privacy information.

"The study of behavioural finance is the thing I loved the most."

Evan Lucas is the Head of Strategy at InvestSMART, and recent author of Mind over Money — a book that dissects how our internal dialogues and 'rationality' affects our relationship to our finances. As he says: "Am I irrational with money? Absolutely!"

In this chat, Aleks and Lucas go in depth on:

• Investing memories
• What money means to Evan
• Tips to amateur and professional investors
• Behavioural economics
• Hofstede’s paradigms and how culture affects business
• Investing as 'gambling'
• How emotion plays a part in investments that skyrocketed during COVID like AMC, Gamestop and Crypto.

You can follow Evan on Twitter, and LinkedIn. Mind Over Money is Available from now here.

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

 

 

See omnystudio.com/listener for privacy information.

Data suggests that 80% of small-cap companies fail… but what about the 30cent shares that turned into Apple?

Phil Muscatello, recommended we get small-cap maestro, Claude Walker on the pod - so we made it happen. Claude makes his living trading on the other side of the market, finding companies with big potential that others might have missed.

In this chat, we talk to him about,

• How he does it
• His three rules
• His thoughts on Pro Medicus (ASX: PME) and Altium (ASX: ALU)
• Why you shouldn't get tips from Reddit
• Hyped stocks
• And some leads on doing your own research

You can follow Claude through A Rich Life on Twitter, and read his writings through the A Rich Life website.

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.