It’s our final episode of the year, It’s time to get personal. After much chatter from our Equity Mates Community…we reveal how our Portfolios performed in 2024! 

We cover: 

• Who’s performed better? 
• Full breakdown of how our Core and Satellite holdings performed 
• Were there surprising? 
• Lessons about investing we’ve gained from our portfolio performance this year 

Links Referenced: 

Bryce’s call about portfolio leverage with Charlie Viola EMI 

Core and Satellite episode 

Buy Don’t Stress, Just Invest as an xmas pressie or for some summer reading!

Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

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Sign up to our daily news email to get the news moving markets at 6am every weekday morning. It'll get you up to speed in less than 5 minutes.

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Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

The year is almost over, but the chance to give your superannuation a boost is not over yet! In this episode we go through the steps you can take today, to gift your future self the best present possible, $$$ in retirement!

We cover: 

• Why maximise super?
• Ways to boost your super savings in 2024
• How to check if you’ve maxed out the concessional cap

Links Referenced: 

• Listen to our episode comparing super performance
• ATO resources for checking your concessional contribution cap

Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

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Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Is Betashares Global Cyber Security ETF (HACK) the best thematic etf on the asx? In this episode we try to answer that question. With trillions of dollars pouring into the cyber security market, it’s an enticing sector to add to the portfolio. Ren certainly thought so- this was his first ever etf…and he’s still holding! 

In this episode we cover:

• The impressive growth of cybersecurity
• HACK’s performance, fees, holdings and more
• The skills to unpack any etf 

Links Referenced: 

• A200 episode
• Learn more about Core and Satellite
• Listen to Katrina Burns on Equity Mates
• Record a voice note or send us a question on our website and we'll answer it on the podcast.

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Sign up to our daily news email its the news moving markets, 6am every weekday morning. It'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

The Aussie ETF market is booming! With over 50 new ETFs launched in 2024 and nearly 400 in total now available, it’s easy to overlook some great options. Don’t miss out—this episode is your shortcut to discovering the hottest new ETFs on the block.

We cover:

• 2024 highlights; a snapshot of this year's new arrivals.
• Community favourites; The most popular new ETFs among the Equity Mates community
• Top performers: A round up of best-performing new ETFs.
• Our picks: The new ETFs we’re most excited about adding to our portfolios.

Links:

• Check out our episode on the new defence ETFs
• Morningstar list
• ETFs: LEND, GARP, GHHF, VBTC, GXLD, G200, FCAP, PAVE, BSUB, BTXX, DAVA, MTUM
• Join our discussion group on Facebook!
• Have a question? Reckon we do ETF hottest 100? Let us know.

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Sign up to our daily news email delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Some people will tell you Investing is a fast moving, always changing, enigma-filled game. You might even sometimes feel that way, especially as a beginner. But we are here to tell you- it’s not as elusive as you think. There are some rules about investing that never change. In this episode, we bring you 5 things that will ALWAYS apply, no matter when you invest or how big (or small) your portfolio. 

Linked referenced: 

• Listen to pocketsmith episodes on Equity Mates and Get Started Investing
• Buy our book;  Don’t Stress, Just Invest
• Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

—------

Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

If you are looking for ETFs focused on generating income, they are in no short supply. In this episode of ETF Explained; we breakdown one of the most popular dividend ETFs in our community; Vanguard Australian Shares High Yield ETF (VHY). We see how it compares to other income ETFs on the market and teach you the skills to analyse any etf along the way.

We cover: 

• How to analyse the core stats of VHY including yield,
• 3 popular types of income ETF products and why you would choose each,
• Is VHY the highest dividend ETF on the ASX?

Links referenced:

• Record a voice note and we'll answer it on the podcast!
• ETFs mentioned; JEPI, AIF, HVST
• List of best performing Australian Income ETFs

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Want more Equity Mates?

• Sign up to our daily news email
• Listen to Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

If you’re dreaming of quitting the 9-5, ETF Investing is definitely a path you can take to get there. In this episode we take a look at the Best ETFs to build a portfolio big enough to quit your job. It’s not without planning and hard work saving, but it is possible! 

We walk through: 

• Building enough wealth with Investing to quit 
• What you invest in once you’ve quit 

Links referenced: 

Record a voice note or send us a message on our website

Aussie Firebug calculator

Listen to our episode on DHHF & GHHF 

Active ETF’s mentioned: HYGG and MAET

Other ETFs mentioned: GNDQ, NDQ, 

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Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Sign up to our daily news email
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

So, you’ve saved a chunk of cash ready to invest (very nice), but you aren’t sure what to do next? In this episode we answer listener Ellen’s question, how would we invest a $5000 stash?

We go through: 

• Steps to take when deciding what to buy
• Two approaches of how to invest it; lump sum vs dollar cost averaging
• How we personally would invest $5000 right now

How you would invest the hypothetical $5000 right now? Join the conversation in the Facebook Discussion Group, we'd love to know!

Listen to the DHHF and VDHG episodes of our ETF Explained series for more info on these ETFs.

Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

—------

Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Want to invest in US companies with a sustainable competitive advantage? We discuss a product designed to do just that: VanEck Morningstar Wide Moat ETF (MOAT).

In this episode of ETF Explained, we break down all you need to know about MOAT and teach you the skills to analyse any etf. 

We cover: 

• Breakdown the core stats of MOAT including performance.
• What is an economic moat and how does this ETF use it?
• Explain how to use it in your portfolio.

Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

—------

Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

How do you break down your budget to maximise the amount you’re saving and investing? In this episode we’re doing a quarterly review of our budgets to see how we’ve been stacking up against our goals. 

We cover:

• Our budget / financial plan for the quarter
• How closely did we stick to it?
• Our target savings rate this quarter and did we hit it?
• Ways we’ll optimise our budget for the next quarter 

Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

Thank you to PocketSmith for sponsoring this episode and helping keep all of our content free. If you want to try PocketSmith for yourself, hit this link to get 50% off your first two months of PocketSmith’s Foundation plan!

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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.