Portfolio construction essentials – roundtable with Jamie Nemtsas & Drew Meredith
Owen is joined by Jamie Nemstas and Drew Meredith to talk portfolio construction essentials on The Australian Investors Podcast.
Audio is streamed directly from the publisher (traffic.megaphone.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement.
Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss:
- How risk profiles inform your framework
- Strategic Asset Allocation (SAA)
- Tactical Asset Allocation (TAA)
- Investment Policy Statements (IPS)
- Rules for hedging, rebalancing and administration
This is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more.
FULL SHOW NOTES: https://bit.ly/2PRUgMV
Owen's resources:
- Get Owen's full analyst training & view memberships
- Get in touch with Jamie or Drew - click here to reach Wattle
The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. 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. Please read our Terms & Conditions and Financial Services Guide before using this website.
Learn more about your ad choices. Visit megaphone.fm/adchoices