Shares for Beginners

Steve Bull is the founder & Managing Director of ETF Watch.ETF Watch is non-aligned and Steve is the ideal guest for digging deep into the ETF industry without fear or favour. Here's a link to the blog post https://www.sharesforbeginners.com/blog/steve-bull-etf-watch.This episode was inspired by listener Sarah who asked the questions that we used to approach this subject. You can ask your questions and participate in future episodes by filling out the listener survey at https://www.sharesforbeginners.com/surveyETF Watch is an information source for ETF & LIC Investors. It has a searchable fund database, a blog and a news feed. There are a rapidly growing group of investors and Financial Advisers who are using ETF Watch as their primary ETF & LIC Information source. Steve is also Head of Client Experience at brand new super fund TOMORROW Super.http://www.etfwatch.com.au/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Andrew is Dictator-for-Life at the Strawman Investment Club. This is a great little community where like-minded investors share research and investing ideas. Strawman is a social network and collaborative platform for private investors. It crowdsources research and recommendations on ASX listed companies, drawing on a broad network of experienced contributors. Content is organised and ranked according to member endorsement and performance, delivering dynamic, peer-reviewed and actionable share market recommendations.Andrew discusses company research, why he's not a fan of technical analysis and his checklist for investors. There's a lot more.I received a listener question from Greg W who asked: "A lot of people say do your own research. The problem is knowing where to start with said research. What kind of information should I be looking for and where do I find it?"Andrew gives us some great info on how to start your research journey.Find the Strawman site at https://strawman.com. You can follow Andrew on Twitter at @strawmaninvest and @sage_simian. Blog post is at https://www.sharesforbeginners.com/blog/andrew-page-strawmanPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

It was my great pleasure to be invited by the wonderful people at Sharesight (the fabulous on-line portfolio tracking tool) and Finimize to moderate a panel discussion with Doug Morris the CEO of Sharesight, Claude Walker from Ethical Equities, Ted Richards from Six Park and Kylie Parker from Lotus Accountants about common investing mistakes and how to avoid them.Link to the blog post https://www.sharesforbeginners.com/blog/common-investing-mistakes-and-how-to-avoid-themWe talk about:Memorable MistakesThe Dunning-Kreuger effectETFsWhat the panellists kids investedIs Google the ultimate diversified investment?Doug's tech heavy family investmentsTed watching his highly-paid team mates blowing big moneyPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Kyle Macintyre is an Investment Specialist at Firetrail. He and the team left Macquarie Bank to start their own fund – to identify and invest in quality Australian shares that are unloved by the market. We talk about the examples of Telstra (ASX:TLS) and Downer EDI (ASX:DOW). They are great case studies to show what goes into a thorough valuation of a company. It's a serious dive into fundamental analysis.Link to the blog post https://www.sharesforbeginners.com/blog/kyle-macintyre-firetrail-investments"THE BIGGEST DECISION YOU MAKE WHEN YOU INVEST IN A COMPANY IS THE PRICE YOU PAY FOR THAT COMPANY".When you buy a property you do a lot of research into what you think it's worth. The price you pay determines all of the numbers into the future representing your capital gain and your income. It's the same when you buy a share. The price you pay determines everything about that investment.I really enjoyed chatting with Kyle and his very honest and open views on what makes a great stock pick for the long term.Firetrail Investments: https://firetrail.com/AND: please fill out the listener survey at https://www.sharesforbeginners.com/surveyPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Fiona Balzer is the Policy & Advocacy Manager of the Australian Shareholders’ Association. The ASA is an independent, not-for-profit association for individual investors.Link to the blog post https://www.sharesforbeginners.com/blog/fiona-balzer-australian-shareholders-associationBuying a share means that you are buying a part of the company. This also gives you the right to go to the Annual General Meeting to ask questions of management, vote on resolutions and generally make a noise if you are not happy with the company’s performance.At the ASA I’ve met some great people with a wealth of knowledge. The members are deeply engaged. They take the time to explore every nook and cranny of a company’s operation. They have meetings, discussion groups, seminars and workshops where you can meet and learn. They also take a leading role in holding companies to account.Here's a link to their about page https://www.australianshareholders.com.au/about-usPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

This is a bonus episode about a great project that’s been running since March, with workshops still available during September, October & November, 2019.It’s called Own Your Own Financial Future – a project dedicated to empowering women over 55 to build confidence in financial decision making.These are free workshops geared towards women who’ve never been involved in managing their own finances and investments.They are being run by the Australian Shareholders Association. Fiona Balzer from the ASA is my guest in the next episode, but I think it’s worthwhile releasing our discussion as a separate story. It is worth thinking about the particular challenges faced by women in this category.So if you find that any of this resonates with you, or if you know someone who would benefit, find out more at https://australianshareholders.com.au/fin-lit-projectPlaces are available for workshops in Sydney, Wollongong, Newcastle, Adelaide, Mt Gambier, Bathurst, Dubbo, Katoomba, North Coast NSW, Armidale & Tamworth. My apologies to listeners outside these areas but it may be worth a listen. It will get you thinking about you and your loved ones.The workshops will help you:cut through finance and investing jargonunderstand a financial planclarify options for managing your superhelp you discuss your financial goalscheck that your estate is in orderlearn how to source and engage with a professional adviserdevelop confidence to talk to the financial professionals and familyPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Diversification is the key to successful investing. That means considering not only the Australian share market but also the rest of the world. Kanish Chugh joins me to unravel ETFs, international markets and the exciting opportunities available in robotics, artificial intelligence and emerging markets.Link to the blog post https://www.sharesforbeginners.com/blog/kanish-chugh-etf-securitiesKanish is the Co-Head of Sales at ETF Securities. He has more than nine years’ experience in the investment management industry. He previously undertook distribution roles at Blackrock and Fidelity Worldwide Investments and was a foundation member of ANZ ETFS, the joint venture between ETF Securities and ANZ. Before entering the investment management industry Kanish worked in the financial media industry at both the Australian Financial Review and Insto publications.For more information go to https://www.etfsecurities.com.au/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Julian McCormack is from Platinum Asset Management. As a young guy on the road he developed what he called "The Value Investing Contrarian Thing". Julian spoke about this and Platinum’s approach to investment management. They identify and invest in companies they believe to be undervalued. His case study is the German car company BMW. I want you to pay attention to some of the concepts he talks about. There’s Price Earnings Ratio which is one of the basic ways of valuing a company and also book value. This is not a recommendation to run out and buy shares in BMW. This is purely an exercise in valuing a company for you to learn from. There's also a great listener question from McKenzie Battye-Smith.Platinum's website is https://www.platinum.com.au/ Julian's video presentation is available at https://youtu.be/4e6dIWl7sEo?t=1934Link to the blog post https://www.sharesforbeginners.com/blog/julian-mccormack-from-platinum-asset-managementPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Ted Richards famous defender for the Sydney Swans, behavioural economist and now Business Development Manager at Six Park, helps first-time investors tackle the biases that may be affecting their investment decisions. Ted introduces us to the low-fee world of robo advice and explains the difference between Bonds undies and Corporate Bonds. Join me in this roving interview as Ted joins the Shares for Beginners team.Link to the blog post https://www.sharesforbeginners.com/blog/ted-richards-kicking-your-investment-goalsPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is or information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

We are so happy to welcome the wonderful and inspirational Louise Bedford to the podcast. She is a behavioural finance expert who knows her way around a chart, especially candlesticks. We discuss fundamental and technical analysis, charts, support and resistance and lots of practical advice about investing in shares. This is a very visual episode so check out the website for more pictures and explanations to learn about charts, candlesticks and how they reflect human behaviour.Link to the blog post https://www.sharesforbeginners.com/blog/one-of-the-basic-building-blocks-of-investing-is-doing-your-research-butPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is or information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Episode blog post available here https://www.sharesforbeginners.com/blog/douglas-morris-ceo-of-sharesight.Doug joined me to chat about Sharesight and the services they provide in portfolio record keeping. An important part of share ownership is record keeping.In these interviews I like to gather tips and advice on how the markets work, investment styles and expertise. Doug and I covered:The history of SharesightMorningstar researchBenchmarkingTax treatment of ETFs and those gnarly statementsThe changing shape of the financial services industryAnnualised performanceIndex huggingThe features of SharesightPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is or information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Robin Bowerman is the Head of Corporate Affairs at Vanguard Investments Australia and the Vice Chair of the SMSF Association. Vanguard was founded by one of the legends of investing, Jack Bogle. Robin chats with us about the revolutionary style of index investing pioneered by Bogle, the common mistakes made by novice share traders, the Cost Matters Hypothesis and why humans are not emotionally wired to be great investors.Link to the blog post https://www.sharesforbeginners.com/blog/robin-bowerman-vanguard-investmentsPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is or information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Evan McQuire is a great guy and I really enjoyed meeting him and chatting about the markets. He has a brutally honest view of shares, the markets and investing. Evan is highly experienced in equities, derivatives and financial markets with extensive knowledge of stockbroking and wealth management. We sat down and discussed some key sharemarket concepts like fundamental and technical analysis, broker recommendations and of course, single stock shock. You can contact Evan at www.mfam.com.au or by phone Australia 1300 889 603 International +61 2 8378 7199. Partner & Managing Director at MF & Co. Asset Management which is a boutique investment firm specialising in wealth management, trading and education. If you have any questions you'd like me to ask future guests please contact me at www.sharesforbeginners.comLink to the blog post https://www.sharesforbeginners.com/blog/evan-mcquire-inside-the-mind-of-a-stockbrokerPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is or information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

Rob Gilmour is a wealth manager helping private clients to understand their money choices. He’s a self-confessed financial nerd and offers a range of skills from accounting and law to financial planning.We discuss how the actual mechanics of share trading haven’t really changed for many decades even though paper share certificates and graph paper aren't used any more. Own a share and you own a part of a company. How easy it can be to get caught up in hype around a share.Rob's website is https://wealthsimplicity.com/ if you'd like to have a chat. Don't forget to mention this podcast if you get in touch.Here's a link to the blog post https://www.sharesforbeginners.com/blog/rob-gilmour-wealth-simplicity📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE. Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light🌎 Tykr - Stock Investing for Beginners. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit https://www.sharesforbeginners.com/tykr or https://tykr.com/?red=finpod to use the coupon code SAVE30 for your 30% discount on all plans!Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

We're all investors in the share market, either directly or through our superannuation. We're handing over management of our investments to organisations who may or may not have our best interests at heart. Where do you go if you're completely new, but want to start learning. The jargon is dense and it can feel like we're being kept deliberately in the dark with all the confusing jargon. In this podcast you'll hear from expert investors and finance professionals. Together we'll explain the key concepts of investing while they share their financial knowledge. They have insights that allow us to look under the hood of investment markets explaining how they work and what to look out for. We have to be smart, we have to be diversified and we have to have good risk management strategies if we want to invest for the long term. That's what we're all about. Let's learn together on Shares for Beginners.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.