807 global & US equities (investing principles 11/11)

In this episode Vince breaks down where the core and satellite investing strategy came from, why it became so popular, and whether it genuinely adds value for investors. He covers:👉🏼 what is core & satellite investing?👉🏽 where the strategy came from👉🏾 flaws of the strategy 👉🏿 benefits of the strategy 👉🏻 thematic fund return examples & considerations👉 the Australian thematic landscape👉🏼 covered calls explained👉🏽 and his closing thoughtsVince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Should you rebalance your portfolio or are you watering the weeds and cutting the flowers as Peter Lynch would say? In this episode Vince Scully unpacks:👉🏼 what is rebalancing and how does it work?👉🏽 should you double down on winners or rebalance?👉🏾 asset allocation is the #1 driver of risk and return for long term investors👉🏿 how to rebalance to your portfolio👉🏻 key benefits of rebalancing 👉 frequency and timing👉🏼 does rebalancing impact performance?👉🏽 Vince's final thoughtsVince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In today's episode Vince Scully looks beyond Australia to the global and US index funds available on the market. He covers:👉🏼 the global market & US landscape explained👉🏽 how developed and emerging markets are classified👉🏾 what is considered small, mid and large cap globally👉🏿 currency diversification & risk👉🏻 US % of the global equity market👉 US ETF analysis - IVV, SPY, NDQ, VTS👉🏼 ETFs including US - VGS, IOO, BGBL, IWLD👉🏽 developed market funds excluding US - VEU, IVE, XUS👉🏾 emerging market funds excluding US - lEM, EMXC, EMKT, VGE, IZZ, IAA, FEMX👉🏿 constructing your portfolio👉🏻 getting small cap exposure👉 Vince’s closing thoughts on portfolio constructionVince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Ethical investing and ESG sound appealing but do they actually make a difference? Vince Scully breaks down the reality of ESG-aware investing - why people choose it, how it’s implemented in practice, and whether it genuinely makes a difference to the world and/or your returns.👉🏼 why people choose to invest ethically👉🏽 ESG explained: environmental, social & governance👉🏾 why ESG screening is complex👉🏿 the main ESG investing approaches👉🏻 why ESG screening is complex👉 does ethical investing really make a difference?👉🏼 how have ethical funds performed?👉🏾 cost, constraints & portfolio impacts👉🏽 impact on security selection👉🏿 applying ESG investing in your portfolio👉 how to decide if ESG investing is right for youVince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Real estate and infrastructure play a powerful role in diversified portfolios. Vince Scully explains how they work, how they perform in downturns, and how to access them through ETFs.👉🏼 3 key characteristics of these two asset classes 👉🏽 how real estate performs in market downturns👉🏾 your home vs investment property vs REITs👉🏿 property syndicates vs listed REITs👉🏻 global real estate ETFs: hedged vs unhedged👉 Australian real estate risks & concentration👉🏼 why infrastructure is different to property👉🏽 what actually qualifies as “core” infrastructure👉🏾 infrastructure performance in the GFC & COVID👉🏿 long-term return drivers for infrastructure👉🏻 the currency-hedging problem explained👉 infrastructure ETFs & portfolio role👉🏼 how real estate & infrastructure work togetherVince Scully is a portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Are bonds the boring cousin of other investment options? Not entirely. In this episode Vince Scully unpacks what you need to know about bonds and fixed interest investing options:👉🏼 what is a bond? How do they work?👉🏽 other types of bonds you need to know👉🏾 how to apply your knowledge of bonds to your investing portfolio👉🏿 aren't bonds just the same as cash?Vince Scully is a portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Gold has delivered strong returns and big headlines but is it really worth holding and is bitcoin really digital gold? Vince unpacks:👉🏼 why gold is everywhere right now👉🏽 mixed opinions on holding gold👉🏾 what gold actually does in a portfolio👉🏿 why gold works differently for Aussie investors👉🏻 gold vs bonds in market downturns👉 how gold performed in real crashes👉🏼 is bitcoin really digital gold?👉🏽 how to invest in gold 👉🏿 ETFs and ETPs you can buy that track physical goldVince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Should Aussie investors stick close to home or look offshore? In this episode Vince breaks down home bias, franking credits, ASX concentration and how to work out your allocation to Aussie equities. 👉🏾 advantages of investing in Aussie equities👉🏿 disadvantages of investing locally👉🏻 criticism of investing in Aussie equities👉 what to look for when selecting a large cap equity fund👉🏼 some popular large cap funds👉🏽 smart beta strategies👉🏾 small and micro cap funds👉🏿 how much should you hold in Aussie equities?Watch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

ETFs, managed funds or LICs, which one should you actually choose? Vince breaks down the real differences between each structure, how tax and pricing work behind the scenes and why starting with what you want to invest in matters more than the wrapper you use.👉🏾 why ETF vs managed fund is the wrong starting point👉🏿 why most investors use pooled investments👉🏻 listed investment companies: how they work, pros & cons👉 managed funds: how they work, pros & cons👉🏼 ETF vs managed fund equivalent performance👉🏽 how ETFs solved most structural problems, pros & cons👉🏾 how to choose the right structure for youWatch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In this episode Vince Scully breaks down how market indexes were created, how they’re constructed and how to use them effectively as an investor. He covers:👉🏾 why indexes exist and what problem they solved👉🏿 how the s&p 500 actually works👉🏻 the origins of major global indexes👉 price indexes vs accumulation indexes👉🏼 index funds and the rise of passive investing👉🏽 when active management can make sense👉🏾 where index investing goes wrong👉🏿 how investors should really use indexesWatch this is investing on Youtube: https://www.youtube.com/@thisisinvestingLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.