44 min
ASX Week: The Guide to Building a Balanced Portfolio with Gemma Dale Get Started Investing
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- Business
In this episode, Bryce and Alec talk to Gemma Dale, who’s the Director, SMSF and Investor Behaviour at NAB, about the principles behind building a balanced portfolio. They chat about Gemma's definition of a balanced portfolio, how actually to go about building one for yourself, and then they throw a stack of hypothetical scenarios at Gemma, playing a little game we call, Balanced v Unbalanced. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day.
Order the book on Booktopia or Amazon now.
If you want to let Alec or Bryce know what you think of an episode, contact them here.
Make sure you don't miss anything about Equity Mates - sign up to our email list here.
Want more Equity Mates? Come to our website and explore! You’ll find information on our full network of shows, including our Equity Mates Investing Podcast, book recommendations, blogs, news, and more.
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This episode contained sponsored content from the ASX.
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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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Get Started Investing is a product of Equity Mates Media.
All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.
The hosts of Get Started Investing are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.
Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.
Do not take financial advice from a podcast.
For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.
Get Started Investing is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, Bryce and Alec talk to Gemma Dale, who’s the Director, SMSF and Investor Behaviour at NAB, about the principles behind building a balanced portfolio. They chat about Gemma's definition of a balanced portfolio, how actually to go about building one for yourself, and then they throw a stack of hypothetical scenarios at Gemma, playing a little game we call, Balanced v Unbalanced. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day.
Order the book on Booktopia or Amazon now.
If you want to let Alec or Bryce know what you think of an episode, contact them here.
Make sure you don't miss anything about Equity Mates - sign up to our email list here.
Want more Equity Mates? Come to our website and explore! You’ll find information on our full network of shows, including our Equity Mates Investing Podcast, book recommendations, blogs, news, and more.
*****
This episode contained sponsored content from the ASX.
*****
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.
*****
Get Started Investing is a product of Equity Mates Media.
All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.
The hosts of Get Started Investing are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.
Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.
Do not take financial advice from a podcast.
For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.
Get Started Investing is part of the Acast Creator Network.
Hosted on Acast. See acast.com/privacy for more information.
44 min