Shares for Beginners

Well this was an unexpected chat. I had my list of questions which we both ignored while Adam explained risk management. Adam Turk is the CEO of Harbourside Capital and he generously explained how they have a process of choosing shares to invest in while managing the risk that they will be wrong at times. I met Adam on Twitter where we both seem to follow the same FinTwitterers and laugh at the sa...

The Australian Shareholders’ Association's Annual Investor Conference is going live on May 31-June 1 . It's the only place where you can hear directly from the Chairs of Commonwealth Bank, BHP, Telstra and Woolworths plus CEO’s of Fortescue Metals, Origin Energy, Sonic and the CFO of AGL. It's 2 full days of networking, buffet lunches, morning and afternoon teas, cocktail reception and investment...

The finance industry has many moving parts, many of them hidden from the view of ordinary investors. Simon is a Senior Vice President at Singapore Exchange where he works with indices, and before that he was at S&P Dow Jones Indices. This means that he directly works in the creation of indices on which ETFs are based. Episode Blog Post: https://www.sharesforbeginners.com/blog/karaban "If...

Tony's been on the podcast several times and I always enjoy our chats. We started this discussion with one of my rants about how before doing anything, beginners need to understand who they are. Learning how to become an expert stock picker is not something that happens overnight. It takes years of learning, expensive experience when you will be making costly mistakes, managing risk, and dealing t...

An AGM is an opportunity for regular shareholders like you and me to hold directors to account. Fiona Balzer works tirelessly organising the volunteer company monitors of the Australian Shareholders' Association. ASA has a dedicated team of company monitors who meet with company chairs and directors to discuss issues of importance to retail shareholders. ASA monitors prepare voting intentions, hav...

Camilla Love is the founder and Managing Director of ETF provider eInvest. In this chat we spoke about: Why you should consider actively managed ETFs as part of portfolio How certain sectors require active rather than passive management Allocating some of your portfolio to different asset classes Camilla's work with Future Females in Finance Link to the blog post:  https://www.sharesforbeginn...

A Quick Tip from Doug Morris from Sharesight about making your first share purchase and using it as part of your learning experience. Only invest a small amount and then read everything you can about the company. The companies he mentions are all US stocks but the same lessons go for companies on the ASX. "L ook for a company you're familiar with, that you use on a daily basis. Is there a statemen...

Ted was a guest on one of my first episodes. I wanted to chat again. In these days of DIY investing it's easy to forget that financial advice is now within the reach of smaller investors. It may not be the cheapest option but it could fast-track your investing knowledge. We discussed this in the context of recent market mania about meme stocks and "stonks". Episode Blog Post: https://www.sharesfor...

Here's another Quick Tip from Julian McCormack from Platinum Asset Management. This Quick Tip is in response to a question from a listener who wanted to find out more about investing in an IPO (Initial Public Offering). 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/sharesfor...

A pleasant chat with Betsy Westcott. She's a financial wellness coach who is passionate about helping people to learn about finance and investing so they can secure their financial futures. We spoke about: Episode Blog Post: https://www.sharesforbeginners.com/blog/betsy Navigating your financial ship through the dangerous shoals of relationships and love Discussing money with your partner Aligning...

Here's another Quick Tip from Jason McIntosh from Motion Trader . " You have to work out who you are, because there's no one, single, holy grail strategy that works for everyone and works all the time" This Quick Tip is in response to a question from a listener who wanted to find out more about how to gain knowledge in the share market. You can find out more about Jason at https://www.motiontrader...

It was seriously good fun meeting the Equity Mates. This is a special simulcast episodes released jointly on each other's channels. If you're here because you heard the then check out some of my back catalogue here - https://pod.link/1451778025 . Otherwise it felt good to share our investing "moments". I hope you enjoy. Episode Blog Post: https://www.sharesforbeginners.com/blog/mates "The Australi...

Just start investing. My first share purchase was in a broker's office whereas Kylie bought her first company based on a tip on Youtube . This is an indication of how the world has changed since the dark ages, and the opportunities and possibilities available to investors right now. It's also a lesson in NOT taking your investment tips from Youtube . It's also about women learning about how to get...

Here's another Quick Tip from Kyle Macintyre from Firetrail Investments . " The biggest decision you make when you invest in a company is the price that you pay for that company." He was a wonderful guest and the full episode is available here: https://www.sharesforbeginners.com/blog/kyle-macintyre-firetrail-investments Portfolio tracker Sharesight tracks your trades, shows your true performance,...

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 t...

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 befor...

"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/gold Perth Mint website https://www.perthmint....

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 inform...

"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...

"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 h...

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/2020 Portfolio tracker Sharesight tracks your trades, sh...

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 Beginners Personal...

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/agm Each year the Australian Shareholders’ Association or ASA , monitors the performance of most of Australia’s ASX200 compani...

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...

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 bett...