About this episode

Bryce & Ren discuss their portfolio updates for August, analyzing market movements and investment strategies.

Bryce & Ren open up their portfolios for August, breaking down what moved, what didn’t, and why sometimes doing nothing is the best move. They unpack strong months for gold, copper, crypto & growth stocks, dig into Shopify’s rebound from the SaaSpocalypse, and respond to listener concerns about borrowing against the mortgage, geared ETFs and active management fees. In this episode: 00:00 Exciting Finfest speaker announcement 03:33 August markets: rates, debt, reporting season & crypto 05:15 Bryce’s portfolio: gold, copper and Bitcoin deliver 10:26 Ren’s portfolio & the case for doing nothing 15:12 Shopify, AI fears & a 25% month 20:37 Borrowing against the mortgage & geared ETFs 25:24 Are active management fees worth paying? Stocks & ETFs Mentioned: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Global X Copper Miners ETF (ASX: WIRE), Bitcoin, TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Axon Enterprise (NASDAQ: AXON), Alphabet (NASDAQ: GOOGL), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Emerging Markets Diversified ETF (ASX: BEMG), Betashares Global Shares Currency Hedged ETF (ASX…

People in this episode

Hosts: Bryce, Ren

Topics covered

• portfolio update
• investing strategies
• market analysis
• listener concerns
• stock performance

Keywords

• portfolio update
• investing
• stocks
• ETFs
• crypto

Mentioned in this episode

Products: Vanguard Diversified High Growth Index ETF (ASX: VDHG), Global X Copper Miners ETF (ASX: WIRE), Bitcoin, TransMedics Group (NASDAQ: TMDX), Pro Medicus (ASX: PME), Axon Enterprise (NASDAQ: AXON), Alphabet (NASDAQ: GOOGL), Betashares Wealth Builder Diversified All Growth Geared Complex ETF (ASX: GHHF), Betashares Emerging Markets Diversified ETF (ASX: BEMG), Betashares Global Shares Currency Hedged ETF (ASX: EXUS)

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