Equity Mates Investing Podcast Podcast Por Equity Mates Media arte de portada

Equity Mates Investing Podcast

Equity Mates Investing Podcast

De: Equity Mates Media
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Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now!

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

Copyright 2020. All rights reserved. Economía Finanzas Personales
Episodios
  • Our Monthly Portfolio Update - March 2026

    Our Monthly Portfolio Update - March 2026
    Apr 1 2026
    Markets had a rough March... In this monthly portfolio update, Bryce and Ren break down what got hit, what they kept buying through the sell-off, and why scary markets are often when long-term investors do their best work.Sharesight makes tracking your portfolios easy. Save 4 months on any paid Sharesight plan at www.sharesight.com/equitymatesIn this episode: 00:00 Monthly Portfolio Recap00:50 Market Drop & Macro Context02:15 Waymo Growth & Robo Taxis04:36 Portfolio Tracking With Sharesight05:36 Ren’s ETF Strategy & DCA07:22 Bryce’s ETF Allocation Strategy09:20 Ren’s Portfolio Performance10:42 Bryce’s Portfolio Performance15:05 Why Portfolio Construction Matters16:11 Deploying Cash In A Downturn17:50 Cutting Stocks Is Hard19:51 Bryce’s Recent Stock Additions23:59 Ren’s Borrow-To-Invest Strategy29:50 Lessons From A Tough MonthStocks & ETFs mentioned: S&P 500, NASDAQ 100, Waymo, Alphabet (NASDAQ:GOOGL), Sharesight, Betashares Geared U.S. Equity Fund (ASX:GGUS), Betashares Geared Australian Equity Fund (ASX:G200), iShares S&P 500 ETF (ASX:IVV), Vanguard FTSE Asia ex Japan Shares ETF (ASX:VAE), Vanguard FTSE Europe Shares ETF (ASX:VEQ), Betashares Wealth Builder All Growth Geared Complex ETF (ASX:GHHF), Betashares Emerging Markets ex China ETF (ASX:BEMG), VanEck MSCI International ex USA Quality ETF (ASX:XUS), Wire, Bitcoin, Hims & Hers Health (NYSE:HIMS), TransMedics Group (NASDAQ:TMDX), Sea Limited (NYSE:SE), WiseTech Global (ASX:WTC), Axon Enterprise (NASDAQ:AXON), CSL (ASX:CSL), Eli Lilly (NYSE:LLY), Intuitive Surgical (NASDAQ:ISRG), Pro Medicus (ASX:PME), Spotify (NYSE:SPOT), Coinbase (NASDAQ:COIN), APA Corporation (NASDAQ:APA), Wesfarmers (ASX:WES), Costco (NASDAQ:COST), Monroe Concentrated Global Growth Active ETF (ASX:MCG), NVIDIA (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company (NYSE:TSM), Contemporary Amperex Technology Co. Limited (SHE:300750), Amazon (NASDAQ:AMZN), Plato Global Alpha Fund Complex ETF (ASX:PGA1), MSCI World Index, 5V Capital Horizons Fund, Betashares Global Defence ETF (ASX:ARMR), Betashares Asia Technology Tigers ETF (ASX:ASIA), Samsung Electronics (KRX:005930), SK Hynix (KRX:000660), Tencent (HKEX:0700), Alibaba (NYSE:BABA), BHP Group (ASX:BHP)———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.
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    32 m
  • From $1,000 to $1 million: Investing for every life stage with Peter Nevill

    From $1,000 to $1 million: Investing for every life stage with Peter Nevill
    Mar 30 2026

    Bryce and Ren sit down with financial adviser Peter Nevill to break down what changes, what doesn’t, and how to think about portfolio construction from your first $1,000 all the way to a seven-figure portfolio.


    In this episode:

    0:00 Why portfolio construction changes over time

    1:18 What Peter has changed his mind on about investing

    2:31 The three questions that shape every portfolio

    6:05 What to do with your first $1,000

    8:20 How to think about a $10,000 portfolio

    10:29 What changes at $100,000

    16:47 How to build a $1 million portfolio

    33:08 Fees, temperament and the one rule that always matters


    ———


    Want to get involved in the podcast? Record a voice note

    And 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)


    ———


    Looking for some of our favourite research tools?

    Download our free Basics of ETF handbook

    Or our free 4-step stock checklist


    ———


    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 people

    today.


    ———


    Equity Mates Investing is a product of Equity Mates Media.

    Hosted on Acast. See acast.com/privacy for more information.
    Más Menos
    36 m
  • A billion dollar backflip, Big Tech in the Community Portfolio & Ren’s two things

    A billion dollar backflip, Big Tech in the Community Portfolio & Ren’s two things
    Mar 29 2026
    Bryce and Ren unpack the White House’s billion-dollar offshore wind reversal, what Australia’s inflation print really tells us, and why one Equity Mates team member thinks Spotify’s sell-off is an opportunity investors shouldn’t ignore.In this episode:0:00 Trump’s $1 billion offshore wind backflip3:18 Meta and Google lawsuits heat up6:25 Australia’s inflation print and diesel shortages8:14 Iran tensions, oil prices and staying invested11:29 Community Portfolio pitch: Spotify20:14 Community Portfolio update vs DHHF22:20 Two interesting things: Baby Berkshire and Rule of 80 stocksStocks and ETFs mentioned: TotalEnergies (NYSE: TTE), Meta Platforms (NASDAQ: META), Alphabet (NASDAQ: GOOGL), Spotify Technology (NYSE: SPOT), Apple (NASDAQ: AAPL), YouTube Music, Berkshire Hathaway (NYSE: BRK.B), Markel Group (NYSE: MKL), Eli Lilly (NYSE: LLY), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Betashares Diversified All Growth ETF (ASX: DHHF), S&P 500 (INDEX: SPX)———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.
    Más Menos
    33 m
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