Wealth And Toil - An Australian Investment Podcast

Stock Picks: the next 2 months, 2 years, 20 years


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In this episode of "Wealth and Toil," Luke Laretive and Dylan Pargiter-Green pick stocks to perform over the short term (two months), medium term (two years), and long term (twenty years).


Short-Term Investment Advice (Two Months):

  • Dylan advises against risky investments for short-term financial needs, recommending a high-interest savings account instead.
  • Luke offers two stock tips for the short term, expecting specific events to potentially increase their value:

-- De Grey Mining, due to a pending mining permit

-- Vulcan Energy Resources, anticipating a financing deal


Medium-Term Investment Strategy (Two Years):

  • The benefits of a diversified portfolio, mentioning a 60/40 split between growth and defensive assets as a prudent approach for two-year investments.
  • The importance of managing risk and aligning investments with personal financial goals and the market environment.


Long-Term Investment Focus (Twenty Years):

  • Advantages of investing in superannuation accounts due to favorable tax treatment and the ability to compound returns over a long period.
  • Dylan discusses New Hope, a coal company, as a long-term investment, arguing that negative sentiments about coal are overstated and present an investment opportunity.


General Investment Philosophy:

  • Aligning investment strategies with personal financial situations, goals, and timelines.
  • Diversification and cautious investment approaches, especially for short and medium-term strategies.


Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:

https://senecafs.com.au/

https://www.boldwealth.com.au


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Wealth And Toil - An Australian Investment PodcastBy Luke Laretive