In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings.

In this 2 Sense episode of the Australian Investors Podcast, your hosts Owen Rask and Drew Meredith, CFP®, break down:

– The case for or against CBA’s yield

– How their fake $10k portfolios are holding up

– Why it’s so hard for mid caps to grow into top 20 stocks

If you enjoy hearing long-term investing insights with a dose of Aussie humour, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Topics Covered

– CSL’s 17% crash — how did it happen?

– CBA’s dividend yield: genuine decline or “chart crime”?

– Updates on the $10k fake portfolio challenge: who’s up, who’s hurting?

– Are mid caps still breaking through to ASX 100/20?

– The difference between winners and compounders

– Position sizing: what to do when one stock gets too big

– The long arc of US vs China power, and what it means for portfolios

– How currency moves help Aussie investors (sometimes)

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DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

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