Episode transcript: click here
About this episode:
If you really put the work in to understand the business, you can get an edge.
Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a pro investment analyst.
In today’s episode, we discuss our hypothetical $10,000 share portfolio ideas. Rask Invest analysts Owen, Cathryn, and Kevin, along with Kate, each identify 3 share and ETF ideas that they’d add to a hypothetical investment portfolio, along with the key opportunities and risks for each choice.
Send any questions to [email protected] for us to answer on future Q&A episodes.
Owen, Kate, Cathryn, Kevin and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
At the time of recording, our team held the below positions:
Owen: AAPL, PINS, GOOGL, FB, PYPL, EML, MOAT, XRO, CRM, ADBE
Cathryn: AAPL, PINS, PYPL, HACK, EML, SOL, MOAT, XRO, ADBE, CRWD, NET
Kevin: DIS, AAPL, PINS, GOOGL, FB, PYPL, AMZN, EML, XRO, SHOP, CRM, SQ, ADBE, CRWD, NET
Kate: DIS, AAPL, PINS, AMZN, EML, SOL, SHOP, CRM, SQ, ADBE, NET
We don’t like disclaimers but it’s super important you understand these next two paragraphs. This episode of The Australian Finance Podcast contains general financial advice only, issued by The Rask Group Pty Ltd, the general information is NOT personal financial advice since it does not take into account your needs, goals or objectives. Therefore, you must speak with your financial adviser before acting on the information.
While we try to ensure the facts are correct at the time of recording, always remember that investing involves risk of permanent capital loss. You could invest in shares or ETFs and lose money. So, no matter what we say in the podcast, what we believe the future might look like or what our forecasts might suggest, this episode contains hypothetical investment ideas only. Any returns or performance cited is strictly hypothetical and past performance is not indicative of future performance. Please ensure your read the Product Disclosure Statement (PDS) of any ETF or managed fund mentioned in this episode — before you invest. Please refer to The Rask Group Pty Ltd’s Financial Services Guide (FSG), available at www.rask.com.au, before investing.
- Rask Education Courses: ETFs, Shares & Share Valuation
- Our Philosophy | Rask Australia
- Rask’s 10 rules for investing in the stock market
- Australian Investors Podcast
- Ep 89. 21 ways to save and invest your money in 2021
- Ep. 79 Thematic Investing in Australia & Your ETF Questions Answered
- Thematic ETF Investing in Australia Explained
Rask Education money & finance courses
Please forgive me, I couldn’t help but plug our 5-star (and free) financial education courses in here. I’ve linked a few of my favourites below if you’re keen on taking control of your time and money.