Shares for Beginners

Scott Phillips is The Motley Fool’s Chief Investment Officer in Australia, and runs the Motley Fool Share Advisor, Million Dollar Portfolio and Everlasting Income services. He's also all over the media, social AND traditional. And a Roosters tragic. He's joined us to talk about his 5 investing 'don'ts':Don't trade too often.Don't sell too quickly.Don't give in to envy or greed.Don't buy the hot new thing.Don't let the 'story' overwhelm the fundamentals."...it's so easy to get caught up with the media. And frankly, the brokerage ads and there's very much a sense that if you can be active, you'll do well. In my experience, and most people's experienced exactly the opposite. If you keep your brokerage and your taxes down, you find good businesses and you hang on, let them do their thing. That tends to be where success comes from. My biggest mistakes have been actually things like selling too early, rather than selling too late, or selling too frequently. And so that idea of just be sensible, be slow, I tend to like to say, buy slow, and sell even slower." Link to the blog post: https://www.sharesforbeginners.com/blog/motleyGuest Website:  https://www.fool.com.au/Guest Twitter:          @TMFScottPGuestFacebook:     @scottphillipsmoneyGuest Instagram:    tmfscottpPortfolio 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.

Hello. There's 57 episodes now with plenty of great advice lurking in the archives. I've decided to start releasing these Quick Tips as a way of sharing this knowledge in a short actionable format. Full episodes will still be coming thick and fast. Looking forward to sharing as much knowledge as I can. This is Tony Kynaston from QAV Investing Podcast talking about creating a checklist to use before buying a company.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.

"There's a tangibility and a weight and it's physically beautiful as well. That's attractive to people. Instinctively, all over the world people realize that gold is valuable." Jordan Eliseo is the Manager - Listed Products and Investment Research at Gold Corporation - The Perth Mint.Read more at the blog post https://www.sharesforbeginners.com/blog/goldPerth Mint website https://www.perthmint.com/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.

LICs are Listed Investment Companies or sometimes referred to as LITs. Tony Kynaston of the QAV Investing Podcast, all-round great guy/investor joined me to explain what kind of beast an LIC is. It's like an ETF but with some very important differences. LICs have been around a lot longer than ETFs. And they can be attractive in their own special way.Here's a link to the blog post for more information: https://www.sharesforbeginners.com/blog/licsTONY KYNASTON is a multi-millionaire professional investor. Thanks to the checklist system he developed, the average return on his portfolio over the last 20 years has been 19.5% pa. Tony's knowledge and calm analysis takes the guesswork (and trauma) out of share market investing.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.

"We're trying to build something that's fundamentally based around your financial journey, helping you achieve long-term goals and get better financial outcomes with Australia's first customizable auto-invest feature"Today's guest is Kurt Walkom from brand-new, on-line broking platform, Pearler. He's talking about the mistakes he made before realising that he wasn't cut out for actively picking shares. His strategy turned to passive ETF investing which formed the basis of the Pearler philosophy. Pearler is designed for the long term investor and offers auto-investing, goal tracking, access to Finfluencer portfolios, low-cost brokerage, access to all ASX stocks & ETFs (US Stocks coming soon!) AND zero-brokerage on some ETFs (conditions apply).Episode Blog Post: https://www.sharesforbeginners.com/blog/pearlerPearler is an online broking platform to help Aussies achieve financial independence via long-term investing. Pearler was founded in Sydney in 2018 after the founders got fed up with only having two bad options to refer our friends to when they wanted to start investing – confusing trading platforms or expensive micro-investment apps. Pearler makes investing effortless and helps to create good financial habits by automating the investing process.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.

"No value stock ever went up ever because it was cheap. It only went up because it grew." That's Enrique Abeyta and his contrarian attitude to value investing. Enrique is the editor of Empire Elite Trader, a weekly investment advisory that focuses on quick gains through short-term trades. Enrique graduated cum laude from the University of Pennsylvania's Wharton School of Business. During his time on Wall Street, Enrique founded and served as managing partner of two long/short hedge funds. In addition to raising more than $2 billion in assets, Enrique's impressive track record includes strongly outperforming the S&P 500 over a decade and serving as co-founder and CEO of digital media and e-commerce company Project M Group.Link to the blog post https://www.sharesforbeginners.com/blog/enriqueLink to Guest website: https://empirefinancialresearch.com/product/eetPortfolio 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's the end of 2020 and where are we? Markets are at all time highs, optimism abounds and the majority opinion seems to be that markets will continue the same way in 2021. But are there dangers ahead? Julian makes the case for caution. See you in 2021 and thanks for listening, Phil.Episode Blog Post: https://www.sharesforbeginners.com/blog/2020Portfolio 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.

One of the wonderful parts of podcasting is meeting and chatting with other podcasters. I was kindly invited onto the Australian Finance Podcast with Kate Campbell & Owen Raszkiewicz. We shared stories of lessons learned from some of our greatest guests and books that we've read.Episode Blog Post: https://www.sharesforbeginners.com/blog/rask We discussed:Shares for BeginnersPersonal investing journey’s and finding friendsDiversificationOwen and Kate's three lessonsStrategies to avoid mistakesWhere does luck come fromHere's links to further Rask Resources:Full episode on the Rask web-site: https://www.rask.com.au/2020/10/30/investing-for-beginners-with-phil-muscatello/Kate & Owen's free online courses: https://education.rask.com.au Owen's investment research (members only community): https://www.rask.com.au/account/checkout/?level=6Australian Finance Podcast: https://www.rask.com.au/podcasts/australian-finance-podcast/ Daily investment news: http://raskmedia.com.au/Book: Surely You’re Joking Mr FeynmanPortfolio 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.

What’s an Annual General Meeting? A Remuneration Report? And why are they important for investors? I’m joined today by Fiona Balzer from the Australian Shareholders’ Association to explain all. Episode Blog Post: https://www.sharesforbeginners.com/blog/agmEach year the Australian Shareholders’ Association or ASA, monitors the performance of most of Australia’s ASX200 companies - protecting the rights of retail shareholders with a dedicated team of company monitors. These volunteer members meet with company chairs and directors, and attend AGMs to ask questions of importance to members and retail shareholders. ASA has 110 volunteer monitors – who come from a wide range of backgrounds. Many have expertise and life experience that contributes to their analysis of company performance – whether governance, financial or operational. The ASA also aggregates voting intentions, representing approximately 4 billion dollars of shareholder value with the ASA nominated as proxy. And those are some of the terms covered in this episode.It's basically about reminding Boards of Directors that there are small shareholders whose interests they need to look after.We've just completed a short season of podcasts where I've interviewed the company monitors about AGM highlights. It's called AGM Watch and it's available at this link; https://www.australianshareholders.com.au/podcasts. It's well worth a listen if you're interested in a deep dive into some of Australia's largest companies.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.

Australian mining. It covers international giants like BHP & RIO all the way to a bloke with a shovel next to a hole in the ground. It's taken me a while but I've finally gotten around to covering this industry. A special one as my dad was a mining engineer. Warwick Grigor is a sly old fox and mining analyst who shares his vast knowledge and a few tips on markets generally. His free newsletter is well worth subscribing to, especially for listeners who want to learn more about investing in mining.Link to the blog post https://www.sharesforbeginners.com/blog/grigorLink to Guest website:http://www.fareastcapital.com.au/http://www.fareastcapital.com.au/register/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.

Christian Eckelman is a fintech entrepreneur and co-founder of Upstreet an app that allows you to invest while you shop. He was also a management consultant and he shares his insights on management, mining and the fintech eco-system. I'm proud and amazed at the innovation I see in the Australian start-up sector. This is one example of the many innovators that are making our banking lives much better.Link to the blog post: https://www.sharesforbeginners.com/blog/upstreetLink to Guest website: https://www.upstreet.co/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.

If one more person tells me that if I just cut out my morning coffee or took my lunch to work I could afford a house or to retire rich…I’ll scream . That's the extent of most financial advice for younger people. Vince Scully joined me to question these beliefs and to talk about LifeSherpa his on-line financial advice platform that helps deliver guidance to those who need it the most.We talked about:U2 before Bono could sing (Vince is from Dublin)Vince's financial advice bugbearsInformation revolution in financial advice disseminationChoosing an Index that suits your needsPassive vs Active fundsProtecting your portfolio with bonds and alternative investmentsLife SherpaLink to the blog post https://www.sharesforbeginners.com/blog/lifesherpaLink to Vince's website: https://lifesherpa.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.

Would you get on a plane with a pilot who only managed to land 40% of the time? It may seem counterintuitive but that's exactly how some of the best share traders make money. Jason is the founder of Motion Trader, an algorithmic subscription-based trading tool which provides technical analysis to identify trends in the market. Jason uses technical analysis to help to identify trends - specifically moving averages.Link to the blog post https://www.sharesforbeginners.com/blog/motionLink to Guest website: https://www.motiontrader.com.au/sharesforbeginners 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.

What is an index? What started out as a way of measuring the size of a market became an investment methodology. Is passive investing now so big that ETFs are starting to influence the market? Tamas Calderwood joined me to discuss:· Financial advice and the new generation of emerging advisers· Who calculates the indexes we track?· Tesla and the Observer Effect· The soft dictatorship of the index· The role of price discovery in more passive marketsLink to the blog post https://www.sharesforbeginners.com/blog/tamasTamas has written an article further exploring the topics raised in the podcast: https://einvest.com.au/insights/the-observer-effect-shares-for-beginners-podcast/ 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.

I also make a podcast for the Australian Shareholders' Association called The Equity Investor Journey, although we are looking to rename it to something a little catchier. This is an episode that I recorded with Gemma Dale from Nabtrade and the Your Wealth Podcast. I thought you may enjoy our discussion and especially insights into Robin Hood trading and the contrastingly sensible investing behaviour that she has observed here in Oz. Yet again we can congratulate ourselves on being proud Aussies.Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/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.

Listener Seb Armstrong sent me a question about exploring "...portfolio construction. Stocks, ETF’s, bonds, cash, property etc have all been discussed, but how should one balance these depending on their objectives?” Thanks Seb. I receive many questions from listeners about how to construct a balanced ETF portfolio so invited Graham Hand on from Firstlinks about a portfolio that mirrors the investments of Australia's sovereign wealth Future Fund.Episode Blog Post: https://www.sharesforbeginners.com/blog/firstlinksBig ups to listener Ric Fleischer - sorry you had to wait so long for this episode, I know you like to hear it on your Thursday evening walk to the pub.Graham has accrued 42 years' experience working in financial markets beginning with the Commonwealth Bank in 1976 where he headed New Issues before becoming General Manager, Capital Markets. From 1988, he was Deputy Treasurer at the State Bank of New South Wales, and from 1995, he was Managing Director, Treasury at NatWest Markets Australia.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.

Robert is the Managing Director of eToro a platform that aims to remove barriers and make online trading and investing more accessible to the everyday user. It’s also about zero fees and learning about investing by social trading. He was the first hire of the company in Australia back in 2017. Having rapidly grown since its inception they have over 50 employees in Australia. eToro is on the cutting edge of wealth management with over 13 million worldwide active users. Prior to joining eToro Robert accumulated over twenty years’ experience working in financial markets in areas as diverse as option markets and foreign exchange.We discussed:· Tips for investors starting out· Finding investments in everyday life· How to use the demo account· Protecting investors from themselves· Follow and copy Trading· The Editor’s Choice Investors/TradersLink to the blog post https://www.sharesforbeginners.com/blog/etoroLink to Guest website: https://www.etoro.com/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/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.

Focus on the things that you can control - Jack Bogle. My guest today is Daniel Reyes is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard Investments. This interview is solid gold for anyone interested in ETFs. His explanations are calm and crystal clear. I know you'll enjoy listening. The interview was recorded for a US market but it will mostly make sense to sun-bronzed Aussies. Mutual Funds = Managed Funds, for example.Link to the blog post https://www.sharesforbeginners.com/blog/reyesLink to Vanguard: https://www.vanguardinvestments.com.au/au/portal/homepage.jspGot something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/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.

On the first day of spring, Andrew and I sat down for our first ever Shares for Beginners Facebook Live. It was enjoyable to answer questions live and meet some of you. For those who missed it, this is an edited highlight reel of the chat.Andrew has so much investing knowledge and loves to geek out on Annual Reports. He provides clear, simple investing tips that will help all of us. We also take a deep dive into two companies - Nanosonics (ASX:NAN) and Pointerra (ASX:3DP). Great practical examples that have been very rewarding for the Strawman community."HEADS I WIN, TAILS I DON'T LOSE TOO MUCH"Strawman is an on-line investing club that is dedicated to improving thinking about share research. Ideas are shared without ego, anger or pumping. It's about putting your thoughts down in writing to clarify and crystalize the thinking behind your investment thesis which can be shared and peer-reviewed on Strawman.Link to the blog post: https://www.sharesforbeginners.com/blog/strawmanLink to the full Facebook Live video: http://shorturl.at/aqD19Link to Strawman: https://strawman.com/homeLink to Andrew's checklist as discussed in this episode : https://strawman.com/blog/a-checklist-for-investors/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/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.

How do you profit from crime without risking a lengthy prison sentence?Ilan IIsraelstam is the co-founder of ETF provider Betashares. He joined me to discuss ETFs and in particular the HACK cybersecurity ETF. We discussed his business history from DJ services through to global strategy. He's a very smart guy and a lovely guest. There's some great lessons here for the beginner investor and an overview of a thematic ETF linked to secular growth. Don't worry if that sounds complicated, we explain those terms in this episode.Link to the blog post https://www.sharesforbeginners.com/blog/hackLink to Guest website: https://www.betashares.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ 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.

Fred Schebesta is the co-founder & CEO of Finder and crypto brokerage firm Hive-X. He's a thought leader, promoter, joker and all-round dude. It was excellent to sit down with Fred for a wide-ranging discussion about:How the world has changedInvestment trendsFollowing the FounderTrading vs InvestingLesson learnt on the floor of the NYSECryptocurrenciesConsumer Data RightsAdvice for investors just starting outLink to the blog post https://www.sharesforbeginners.com/blog/fredLink to Guest website: https://www.finder.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ 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.

Vic Jokovic was appointed as CEO to Chi-X Australia in January 2018. He previously spent 26 years at Deutsche Bank, most recently as co-head of global markets for Australia & NZ, before departing in April 2017. Prior to leading global markets, he held several key executive roles at Deutsche Bank including; head of debt & equity sales for the institutional client group, and head of cash equities & derivatives.I really enjoyed this chat with Vic who is a real down-to-earth guy who his happy to share his knowledge and expertise.Link to the blog post https://www.sharesforbeginners.com/blog/chi-xLink to Guest website: https://www.tracrs.com.au/https://www.chi-x.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ 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.

Emilie O’Neill is the ESG and Equities analyst of the eInvest Future Impact Small Caps Fund (Managed fund) (Code: IMPQ) , which is an Active ETF focusing on smaller companies that are making a positive contribution towards a sustainable future. Emilie takes us through the jargon around ethics, sustainability and ESG, and why smaller companies are best positioned to invest in this way. We discussed a day in the life of a professional investor in the small caps end of the equity market and are introduced to her fund, IMPQ.Link to the blog post https://www.sharesforbeginners.com/blog/emilieLink to Guest website: https://einvest.com.au/sharesforbeginners/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/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.

How to start investing with as little as five dollars. I'm joined by Kylie Purcell from comparison site Finder. We discuss 3 options that will help you to begin investing. We discuss:RAIZSpaceshipCommsec PocketVanguard InvestorLink to the blog post https://www.sharesforbeginners.com/blog/finderLink to Guest website: https://www.finder.com.au/author/kyliepurcellGot something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ 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.

Michael Dee is the CEO and founder of Pythagoras Investing. This episode was recorded on Tuesday June 2, 2020 and Michael gives his overview of economic and share market recovery - which won't necessarily be synchronised. This interview came about after 2 conversations. During the recent COVID lockdown I was speaking with Evan McQuire who was unremittingly gloomy about the economy and therefore the effects on markets. Straight after I spoke with Michael who is not so negative, explaining why he thinks that markets and the economy are not necessarily going to move in the same direction.Link to episode blog post https://www.sharesforbeginners.com/blog/pythagorasLink to Michael's website: https://www.pythagorasinvesting.com/sfb/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ 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.

How does a virologist become a fund manager? What can a scientist bring to investment markets? The biggest stock on the Australian market is in health care - CSL. This sector has hit the news recently for obvious reasons. It's an area that merits further study for those keen to learn about markets. We're all health care consumers in one way or another and the sector covers everything from health supplements to novel drug developments, devices, hospitals and the big pharma companies. Bianca joined me to talk about this sector and her 3-D view of the industry.Link to the blog post https://www.sharesforbeginners.com/blog/ogdenLink to Guest website: https://www.platinum.com.au/Our-Products/All-Products/Platinum-International-Health-Care-FundGot something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ 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.

Some people invest in managed funds, some work as a fundie. A few brave souls create their own fund from the ground up. In this episode we hear from Matt Joass as he shares his insights into the inner workings of the industry, fast-growing kiwi start-ups and traps to watch out for. Matt’s ideal investment is a small, fast-growing business, that is capital-light, with demand- and supply-side competitive advantages, high returns on incremental invested capital, little analyst coverage, deeply aligned management (typically founders), and that are top-dogs or first-movers in an emerging and important industry. Lastly, the company must be trading at a discount to Matt’s estimate of intrinsic value.Link to the blog post https://www.sharesforbeginners.com/blog/mavenLink to Maven Funds Management - https://www.mavenfunds.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Before investing in any financial product you should read the Product Disclosure Statement and seek advice from investment and taxation professionals to determine if the product is appropriate for your needs.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.

I've partnered with the Australian Shareholders' Association to create a new podcast - The Equity Investor Journey. Here's an episode that I think you will enjoy by way of introduction. The ASA is a fantastic organisation that lobbies for the interests of shareholders as well as providing a wealth of investing education.This episode features Steve Mabb, a successful businessman turned full-time investor and now an ASA company monitor. In this episode he talks about how he uses ASX-listed ETFs to gain exposure to companies that aren’t listed directly on the Australian Stock Exchange (ASX).Our stock market is currently dominated by miners and banks. Great companies for sure — but unlikely to exceed the pace of growth of some of the “new economy” companies listed overseas in the years and decades ahead. As an Australian investor who wants exposure to international technology and real diversification, Steve describes the ETFs that he has invested in to widen his international exposure.Here's a link to the blog post for this episode with some more insights into the ETFs that we discussed - https://www.sharesforbeginners.com/blog/equity and here's a link to The Equity Investor Journey Podcast - https://www.australianshareholders.com.au/podcastsPortfolio 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.

Mark Tobin has been passionate about finding "undiscovered" microcap stocks ever since he began his career as an equity analyst in Sydney. He's been hooked on uncovering these hidden gems and following their story and evolution. In spite of his obvious non-Australian accent and calling from South Africa, Mark has his finger firmly on the pulse of the smallest end of the ASX. He was a pleasure to chat with and I hope to get him back on. I still have so many questions and we only had a limited time to chat.Link to the blog post - https://www.sharesforbeginners.com/blog/coffeemicrocapLink to Coffee Microcaps - https://www.coffeemicrocaps.com/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.

I think a lot of people are becoming tired of the constant news about "The Virus" and the effects on the markets. That's why I needed a change of pace. A refresher, if you will. I wanted to go back to first principles and show an example of what the share market is really all about - the allocation of capital to fund innovations that may change the way we do things and make all our lives better.That's why I've been wanting to interview Andrew for a while. He's the Chief Technology Officer and founder of Hazer. Here's an example of a company developing a disruptive technology in the industrial sector. In an era of decarbonisation, Hazer is developing processes that can take carbon out of the system and store and transport renewable energy.The blog post - https://www.sharesforbeginners.com/blog/hazerHazer web-site - https://www.hazergroup.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.

Evan McQuire appeared in the second ever edition of Shares for Beginners. He's joined us again to talk about his views on the current market situation.Blog post for this episode: https://www.sharesforbeginners.com/blog/evanMF&Co, Evan's brokerage firm: https://mfam.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.

Recorded remotely on Tuesday March 31 at 1pm with Julian McCormack, an investment specialist at Platinum.Julian is a contrarian investor who has been saying for over a year that we were reaching the end of a cycle of calm in share markets. As he says, we can't predict what the catalyst will be for a downturn but there will be one eventually. And here we are.Platinum is an Australia-based investment manager that focuses on one asset class – providing portfolios of listed companies from around the world. Platinum seeks out companies whose true worth and prospects are yet to be fully recognised by the market.https://www.platinum.com.au/Episode blog at: https://www.sharesforbeginners.com/blog/platinumPortfolio 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.

Another corona edition. During this period I’m concentrating on current events and trying to keep you updated with a range of views from a number of angles. My guest today is Steve Bull from ETF Watch and TOMORROW Super.Here's a link to the blog post https://www.sharesforbeginners.com/blog/etf-watchWe're talking about accessing super, buying opportunities, discounted LICs that may present opportunities and lessons learnt from the GFC.https://www.etfwatch.com.au/https://www.tomorrowsuper.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.

Looking beyond the noise - with a special bonus bark of optimism from Bear the Studio Pooch.Market update recorded at 9am March 18, 2020. Should you be edging back into the market now? Maybe, maybe not. Picking the bottom is impossible and if you wait for the coast to be clear, markets will have already taken off. There are no easy answers.Rob Gilmour was my guest on the first ever episode of Shares for Beginners. He kindly dropped in to share his thoughts on the current market turmoil and some optimism about the future.Blog post here - https://www.sharesforbeginners.com/blog/stay-safePortfolio 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.

Is this your first global share market meltdown?I generally talk about markets in broad brush strokes. This is not a news podcast but I know there's a lot of anxiety around at the moment. Hence this episode. Blog post for this episode - https://www.sharesforbeginners.com/blog/situation-normal.Tony & I recorded this on Wednesday March 11 after the Australian market dropped ~20% over the last 2 weeks. As I write this at 8:30am on Thursday March 12, Wall St has fallen another 6% overnight. Things are getting ugly. But as Tony points out this is situation normal.The problems are caused by the corona virus and the price of crude oil. Rob Gilmour, who you may remember from the first episode of this podcast, dropped around and gave a brief overview about what's happening with oil and why it matters. It's right at the end of the episode after Tony.TONY KYNASTON is a multi-millionaire professional investor. Thanks to the checklist system he developed, the average return on his portfolio over the last 20 years has been 19.5% pa. Tony's knowledge and calm analysis takes the guesswork (and trauma) out of share market investing.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.

This bonus episode is a shameless plug for the Australian Shareholders' Association. I’ve mentioned them many times on this podcast and the great work that they do. I’m a member and I strongly suggest, highly recommend and implore you to join. It’s $130 a year for online only membership, which is a bargain, and as you’ll hear from John it works for the interests of individual shareholders like you and me. There's more here at the episode blog post - https://www.sharesforbeginners.com/blog/john-cowlingPortfolio 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.

When we think of shares we generally think of single companies that are listed on the stock market. This is not always the case. Some shares allow you to access investments that are generally beyond the scope of individual investors. Such is the case with Bailador – ASX:BTI, a specialist investor in growth stage information technology businesses. I am pleased to welcome our guest David Kirk, co-founder & partner.David is the former Chief Executive of ASX-listed Fairfax Media Ltd., where he led the successful investment into a number of internet businesses including Fairfax’s acquisition of Trade Me and Stayz. He has been a growth stage investor in technology-based businesses since 1999. He's Chairman of ASX-listed Trade Me Group Limited and Kathmandu Holdings Limited, Chairman of Forsyth Barr Limited, a privately-owned New Zealand investment firm, and a Director of each of DocsCorp, SMI, Viostream and Rezdy.Prior to entering the corporate world, David enjoyed a highly successful rugby career, captaining the All Blacks to win the World Cup in 1987.Episode notes: https://www.sharesforbeginners.com/blog/david-kirkBailador web-site:https://bailador.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.

Roger Montgomery is Chief Investment Officer and founder of Montgomery Investment Management. This followed a successful career as an analyst, strategist, fund manager and public company chairman. We discuss:Value, growth and momentum investingHow franking credits affect investment in Australian companiesValuing small & micro-cap companiesThe difference between 20th and 21st century companiesDeveloping a circle of competence before plunging headlong into marketsA paradise for introverts - working in funds managementHow technologies that change the world don't necessarily make money for investors.Patience during downturnsHere's the link to the blog post https://www.sharesforbeginners.com/blog/roger-montgomeryPortfolio 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.

Today is the first birthday of this podcast. I want to thank you the listeners for your kind words and comments. I hope that I’m doing something to help you learn about how and where your money is invested.I also wanted to talk to you about time - the most important investing tool that you have on your side.The blog post for this episode is here - https://www.sharesforbeginners.com/blog/first-birthdayPortfolio 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.

Today I’m chatting with Chris Tate from the Trading Game. Chris has seen all types of markets and traded practically every instrument available, and if you don’t know what an instrument is in financial terms, you’ll find out in this episode. Many of my guests use fundamental analysis to value companies and come up with their investment strategy. But we can’t ignore the other approach which is known as technical analysis.This episode is about those charts and how they show price action.Blog post for this episode is available at https://www.sharesforbeginners.com/blog/chris-tateYou can contact Chris via The Trading Game website https://www.tradinggame.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.

Tony Kynaston is a former senior executive of companies like Coles and Shell. He started investing in the stock market 30 years ago and developed a simple checklist methodology (by studying people like Warren Buffett) that allowed him to retire from his corporate career at age 43 and become a professional investor. And he’s done pretty well since then. The average return on his portfolio over the last 20 years has been 19.5% per annum – double the ASX index. QAV stands for QUALITY AT VALUE. Tony's approach is to use a checklist to find companies that are performing well (quality) but which can also be bought at a discount (value). It's basically what is usually called "value investing".More info at https://www.sharesforbeginners.com/blog/kynastonTONY KYNASTON is a multi-millionaire professional investor. Thanks to the checklist system he developed, the average return on his portfolio over the last 20 years has been 19.5% pa. Tony's knowledge and calm analysis takes the guesswork (and trauma) out of share market investing.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.

Here's a link to the blog post for this episode https://www.sharesforbeginners.com/blog/claude-walker - Match your risk to your experience.Claude is an Australian small company investor who looks for the best opportunities at the small end of the ASX. He is the founder of A Rich Life and he looks for profitable, ethical businesses suitable to invest in.Claude is trained in law and is interested in renewable energy and environmental action. He found that he could achieve more through investing. He writes about companies that he likes and some of his mistakes and successes.This episode is not just about ethical investing. Claude has plenty of good advice for sharemarket beginners. I especially enjoyed his pizza analogy for describing market capitalisation.Find out more at:https://arichlife.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.

Michael Dee is the founder of Pythagoras Investing, a subscription service in the business of predicting share price behaviour using mathematics.Find out more information here - https://www.pythagorasinvesting.com/Michael discusses the biases that affect investors. They're difficult to avoid, but being aware of them can make for better investing.This episode is for Deryl from Wollongong who asked for some more info about psychology in share investment. Thanks for the question and your kind words about the podcast. More notes about this podcast can be found at the blog post here https://www.sharesforbeginners.com/blog/michael-dee.Michael has generously tailored an offering for listeners to this podcast that can be accessed here. This is not an affiliate program and I'm not making any commission from referring listeners to Michael's web-site. It's up to you to decide whether Pythagoras Investing is for you. This is not a recommendation from me and as always do your own due diligence.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.

Here's a link to the blog post here https://www.sharesforbeginners.com/blog/ladies-finance-club - Girls Just Want To Have Funds. The Ladies Finance Club is on a mission is to change the way women think about and behave with money. They want women to feel confident & fearless about talking money, budgets, retirement & investing. And guys, all this applies to men as well. You're welcome at the club, as you'll hear in this episode.Unfortunately Molly couldn't make the interview but Betsy Westcott joined us to tell us all about The Ladies.Growing up on a sheep and cattle station in Queensland meant Betsy learned from an early age that good budgeting and financial skills are essential for staying on top of whatever life throws your way. She is passionate about helping women build good financial skills to create security, happiness and success for themselves and their loved ones.Molly & Betsy are creating a future where women are in control of their finances so they can be empowered to make any choice they want.They run events, online and live workshops and courses with the best industry experts to breakdown and demystify a range of topics from investing, superannuation, debt, budgeting and buying the best shoes. Giddy-up!Find out more at:https://www.ladiesfinanceclub.com/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.

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.