Crisis at Aston Martin, a new ETF pitch & Pimp my Portfolio with Luke Laretive

Bryce and Ren break down Aston Martin’s cash crunch, check in on a community portfolio that’s outperforming, and hear a timely pitch for an EV ETF as fuel prices reshape consumer behaviour. Then Luke Laretive returns with a sharp portfolio review full of lessons on concentration, overlap and investing young.In this episode:00:00 Episode Preview & Intro01:46 Iran War Market Impact04:44 Aston Martin Crisis Explained08:10 Luxury Brands: Winners vs Losers09:10 Community Portfolio09:42 Portfolio Performance Update11:59 Josh’s Investing Story & Pitch13:28 EV ETF Pitch (DRIV)13:56 EV Demand Data16:21 Risks of the EV Boom18:29 Pimp My Portfolio with Luke Laretive19:13 Lachie's Portfolio Breakdown21:02 Luke's First Impressions22:01 Infratil (IFT) Deep Dive24:24 Other Stock Picks Critiqued26:15 ETF Fees and Overlap Discussed27:20 Final Thoughts & Wrap UpStocks & ETFs mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Electric Vehicles and Future Mobility ETF (ASX: DRIV), Alphabet (NASDAQ: GOOGL), Telix Pharmaceuticals (ASX: TLX), Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X AI Infrastructure ETF, Catapult (ASX: CAT), Tesla (NASDAQ: TSLA), BYD, Infratil (ASX: IFT), Air New Zealand, Kingfish, Ryman Healthcare (NZX: RYM), BHP (ASX: BHP), IGO (ASX: IGO), Pilbara Minerals (ASX: PLS), Delta Lithium (ASX: DLI)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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 peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.