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5 ETFs bought this week

This is an update for disclosure purposes mostly. You can make a forum or comment in the Community if you have any questions.

This week, The Rask Group Pty Ltd bought units/shares of (the percentages reflect the share of our new investment dollars we added):

  • Vanguard Australian Shares ETF (ASX: VAS) – 40%
  • iShares S&P 500 ETF (ASX: IVV) – 20%
  • iShares S&P 500 ETF (hedged) (ASX: IHVV) – 20%
  • Fidelity Emerging Markets Fund (ASX: FEMX) – 10%
  • Global X Gold ETF (ASX: GOLD) – 10%

Unfortunately, as this was an automated rebalancing of the portfolio I sold our small shareholding in the Betashares Australia 200 ETF (ASX: A200). I did not mean to sell this (Pearler rebalanced it into VAS) because I was hoping to stick to my advice of holding onto ETFs with high levels of ‘likeness’.

You might notice that my 20% went into IHVV. This is a 10% deviation from the Jupiter portfolio and it simply reflects my view that I’m ever so slightly leaning towards hedged products. Obviously, this is not a game-changing swap to hedged ETFs, so don’t get ahead of me. It’s our first position in the IHVV ETF.

Cheers!

Owen

Disclaimer: The Rask Group Pty Ltd owns units in the following ETFs: VAS, IVV, IHVV, GOLD and the FEMX managed fund.

Picture of Owen Rask

Owen Rask

Owen is the Chief Investment Officer of Rask Invest and Founder of Rask. Since founding The Rask Group in 2017 in the hillside suburb of Upwey, Victoria, Owen has overseen the growth of the Rask platform to over 400,000 investor followers. Today, Owen oversees the Rask Analyst team, which helps more than 4,000 Aussies build core portfolios from ETFs and shares, he hosts Australia's biggest investing podcast, The Australian Investors Podcast, appears on Rask's other channels, covering Property, Business and Finance; and leads Rask Education - our education platform which has enrolled over 33,000 Australians into free finance courses. Prior to founding Rask, Owen was an investment analyst at the highly regarded managed funds research business and a writer/analyst for one of the most well-known share market publications. Owen’s formal qualifications include a Master of Applied Finance and Master of Financial Planning from Kaplan Professional, Bachelor of Technology (Information Systems) from Swinburne University of Technology, Advanced Diploma of Financial Services (Financial Planning) and Diploma of Mortgage Broking Management. He's also completed level 1 of the Chartered Financial Analyst (CFA) program.
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Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #563 907.

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