Four investors. $25K each. One year of big bets, questionable trades & a whole lot of competition. Bryce, Ren, Ally & Betashares' Cam Gleeson reveal the final results of their portfolio challenge. Who came out on top, which investments delivered, and where did it all go wrong? In this episode: 00:00 Portfolio Challenge: Final Results 04:57 Why the Diversified Core Portfolio Delivered 05:40 Bryce's Portfolio: Pro Medicus, BHP & Timing the Market 09:43 Ally’s Portfolio: Big ETF Wins & Costly Stock Picks 13:49 Cam's Portfolio: Cybersecurity Gains & Uranium Losses 17:59 Competition vs Real-Life Investing: Taking Too Much Risk 19:57 Ren's Portfolio: Asian Tech, Commodities & Chasing Momentum 23:16 The Best & Worst Trades of the Year Stocks & ETFs Mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared ETF (ASX: GHHF), Betashares Japan Currency Hedged ETF (ASX: HJPN), Betashares Nasdaq 100 ETF (ASX: NDQ), Betashares Asia Technology Tigers ETF (ASX: ASIA), Betashares India Quality ETF (ASX: IIND), Betashares Global Cybersecurity ETF (ASX: HACK), Global X China Technology ETF (ASX: DRGN), Betashares Global Uranium ETF (ASX: URNM), Global X Copper Miners ETF (ASX: WIRE), Betashares Global Energy Companies ETF (ASX: FUEL), Betashares Emerging Markets ETF (ASX: BEMG), BHP Group (ASX: BHP), Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), Goodman Group (ASX: GMG), Generation Development Group (ASX: GDG), IperionX (ASX: IPX), NextDC (ASX: NXT), Webjet Group (ASX: WJL), Megaport (ASX: MP1), Life360 (ASX: 360), Artrya (ASX: AYA), REA Group (ASX: REA), Karoon Energy (ASX: KAR), Deep Yellow (ASX: DYL), Paladin Energy (ASX: PDN), Lynas Rare Earths (ASX: LYC), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), 4DMedical (ASX: 4DX), Telix Pharmaceuticals (ASX: TLX), Lowell Resources Fund (ASX: LRT), Plato Global Alpha Fund (ASX: PGA1), SK Hynix (KRX: 000660), Samsung Electronics (KRX: 005930), Taiwan Semiconductor Manufacturing Company (NYSE: TSM) Betashares Direct is giving Equity Mates Investing listeners $25 to invest in Betashares ETFs and portfolios. Enter Equitymates once you sign up at betashares.com.au/direct. Visit betashares.com.au to learn more about the Betashares Funds and Betashares Direct. Read the PDS and TMD and consider whether the product is right for you. Betashares Capital Limited is the issuer. T&Cs apply. Investing involves risk. Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— Want to get involved in the podcast? Record a voice note or send us a message 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) We’re particularly excited to share our latest show: Basis Points Listen to the podcast (Apple | Spotify) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.
