Buy or Sell

How would you build an income portfolio with just three ETFs?We put two experts head-to-head: Daniel Kelly from Viola Private Wealth and Andrew Wielandt from DP Wealth Advisory.They each pick three income-focused investments, explain what each one brings to the portfolio, and reveal the one investment from the other portfolio they'd kick out.ETFs mentioned:Vanguard Australian Shares High Yield ETF (ASX: VHY)Talaria Global Equity Fund Complex ETF (Cboe: TLRA)Plato Income Maximiser (ASX: PL8)Qualitas Real Estate Income Fund (ASX: QRI)MA Credit Income Trust (ASX: MA1)Plato Global Shares Income Fund Active ETF (ASX: PGI2)Chapters:00:00:00 Building The Income Portfolios00:00:51 VHY Australian Dividend Income00:02:11 TLRA Global High Income00:03:31 PL8 Monthly Australian Income00:04:37 QRI Real Estate Credit00:05:33 MA1 Corporate Private Credit00:07:06 PGI2 Global Dividend Growth00:07:58 Diversifying Beyond Three ETFs00:10:12 QRI Andrew's Sell Pick00:11:59 PL8 Dan's Sell Pick———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

3 global equity fund managers each bring Ally their highest conviction pick. Plus give their call on each others pitches. No holds allowed. It’s Buy or Sell!Recorded in the hustle and bustle of the Morgan Stanley Australia Summit- Arms Rosenberg, John Stavliotis and Douglas Isles bring their biggest calls.Chapters:00:00 Introduction00:27 Neowiz's Surprising Value01:49 Nubank's Growth Strategy04:53 Uber's Autonomous FutureStocks Mentioned:Neowiz (KOSDAQ: 095660)Nu Holdings Ltd. (NYSE: NU)Uber Technologies Inc (NYSE: UBER)———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Who doesn’t love a spicy stock pick? In this episode, we pitch our communities spiciest stock pics to Luke Laretive from Seneca and Hayden Beamish from Endeavor Asset Management.Plus we challenge each of them to pitch a speccy buy of their own.Thanks to Brock, Arjun, Brandon, Jess, James, Mitch and Bryan from the Equity Mates community for their stock suggestions!Have stock you want to hear debated on the show? Send them to our voicemail here or pitch them in our facebook communityStocks Mentioned:Polynovo (ASX: PNV) Qoria (ASX: QOR) EchoIQ (ASX: EIQ) Maronan Metals (ASX: MMA) Innovaero (not listed - IPO July 2026)Chapters:00:00:00 Introduction00:00:39 PolyNovo: Buy or Sell?00:03:16 Qoria’s Cyber Safety Debate00:05:13 EchoIQ Red Flags00:08:11 Maronan Metals Takeover Thesis00:10:11 Innovaero’s Drone Opportunity00:11:25 Closing Remarks———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

While the big AI players dominate headlines, there are a handful of companies quietly compounding away- they might just be the key to differentiated returns in a potential bubble.James Rodda from Antipodes and Chloe Stokes from Forager are back to pitch their top anti-ai, anti-hype picks. Plus we challenge them to name a NASDAQ darling they think is a sell.Chapters: 00:00:00 Introduction00:00:39 ING Group: Banking Compounder00:02:39 Brookdale Senior Living Boom00:04:41 Sage Group’s AI Opportunity00:06:32 Why IWG Could Win00:08:46 Sponsor Message00:09:45 Why Paramount Skydance Sells00:11:49 Meta’s AI Spending ProblemStocks Mentioned:ING Groep (NYSE: ING), Brookdale Senior Living (NYSE: BKD), Sage group (LON: SGE), IWG/International Workplace Group (LON: IWG), Paramount Skydance (NASDAQ: PSKY), Meta Platforms (NASDAQ: META)———Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Andrew Mitchell from Ophir and Rachel Folder from Pendal pitch their high-conviction ideas. No fence-sitting here, only high conviction calls - with a twist. They’re not just pitching ideas, they’re analysing each others. Plus we challenge them to select a stock they think investors should steer clear of.Stocks Mentioned: Codan (ASX: CDA)Channel Infrastructure NZ (ASX: CHI)ServiceStream (ASX: SSM)NRW Holdings (ASX: NWH)WiseTech Global (ASX: WTC)4DMedical (ASX: 4DX)Chapter Timestamps:00:00 Introduction00:49 Codan’s Growth Run04:09 Channel Infrastructure Bull Case06:52 Service Stream Momentum09:15 NRW Holdings Still Climbing12:35 Break Before The Sells13:40 Andrew’s ASX Avoid15:59 Rachel’s Stock Warning17:42 Closing Thoughts---Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Henry Jennings and Ben Clark look at some of the worst performing stocks over the last 12 months and analyse the possible turnarounds.Plus they each bring along a dog today that they think should be let out of the doghouse – a stock that could rebound over the next few months.Stocks mentioned:ResMed (ASX: RMD)Catapult Sports (ASX: CAT)CSL (ASX: CSL)Goodman Group (ASX: GMG)WiseTech Global (ASX: WTC)IGO (ASX: IGO)Chapters:00:23 ResMed: Bull vs Bear Case03:35 Catapult Sports Uncertain Future05:51 CSL Turnaround or Trap?10:17 Goodman Group Mixed Signals12:33 WiseTech Growth Opportunity15:45 IGO Lithium Turnaround Bet---Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Markets have been incredibly volatile this year - it feels like every day a new tweet from Trump changes the status quo. So, what if you could hold a few stocks in the bottom drawer that could help sail you through the storm?We’re joined by Anthony Aboud from Perpetual and Jun Bei Liu from TenCap to analyse five portfolio staples.Stocks mentioned:Commonwealth Bank (ASX: CBA)Soul Patts (ASX: SOL)Rio Tinto (ASX: RIO)Cobram Estate Olives (ASX: CBO)Cuscal (ASX: CCL)Chapters:00:00 Are Banks A Buy?02:40 Soul Patts Long Term Play05:10 Rio Tinto Iron Ore Risks07:30 Cobram And Cuscal Growth Stories11:37 Key Takeaways For Investors——————Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Want more from Buy or Sell host Ally? Check out Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeSubscribe to the weekly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Coming soon: Buy or Sell. In just 10 minutes two expert investors pitch the stocks they're buying and selling right now. Hosted by Ally Selby, from Equity Mates Media - you're in for a fast-paced, stock-heavy, high-energy ride. New episodes every Friday starting April 17th.Buy or Sell is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.