VDHG: why I wouldn't buy and hold forever, BKW v Soul Patts, sustainble yield on a retirement portfolio & more!

On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at the Vanguard Diversified High Growth ETF (ASX: VDHG).

Video version: https://www.raskmedia.com.au/2024/03/30/vdhg-etf-asx-vanguard/

Topics / questions covered:

Cocoa prices on the rise, says Drew

Is Brickworks Ltd (ASX: BKW) or Soul Pattinson Ltd (ASX: SOL) a better bet?

How much can a diversified portfolio yield in retirement?

Some ways you can transition away from property before retirement

Why bother with bonds

Platinum Asset Management (ASX: PTM) sinks

~~ Resources you'll love ~~

Access Show Notes: https://bit.ly/R-notes

Invest with Owen: https://bit.ly/R-invest

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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