2020 vs 2025: how our portfolios have changed

“What was I thinking?” “A shit show to be honest”,

The last 5 years have been a wild ride in markets. Our portfolios tell that story. Today we directly compare our what our portfolios looked like in 2020 vs today in 2025 to see: how much we’ve learnt, the biggest position changes and whether we really practice what we preach?

We cover:

- A full breakdown of every holding in our 2020 core AND satellite portfolios

- How that compares to our 2025 holdings

- What asset allocations have changed the most and why

- Our biggest holding, allocation or strategy change from 2020 to 2025

Resources:

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Links Referenced:

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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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