I’ve built my ETF Portfolio - what’s next? | Jess Gets Investing

About this episode

Jess discusses her newly built ETF portfolio and explores the next steps in her investing journey with Gemma Mitchell.

Jess has officially started investing! After months of setting goals, learning the ropes and building confidence- she’s finally started a portfolio of well diversified index ETFs. But now she’s wondering…what’s next? Should she look at buying stocks too? Thematic ETFs? Once you've got your foundation in place, how do you build upon it without turning your portfolio into a random collection of ideas you heard online? So Jess sat down with Host and Financial Advisor at Rask, Gemma Mitchell, to find out about the core-satellite approach to investing. And it might just be the perfect way to keep on track with her goals and have fun with her portfolio at the same time. Plus she speaks to community member Alex about how he took things up a notch after setting up a very similar ETF portfolio to Jess. Chapters: 00:00:00 Intro 00:02:22 What is portfolio construction? 00:05:23 Core vs satellite explained 00:07:36 What can go in a satellite 00:10:01 Fitting a satellite into your DCA strategy 00:14:43 Why we get bored of passive investing 00:16:22 How much is too much satellite? 00:19:27 Using bonuses for satellite buys 00:21:53 Alex's story: building beyond the core 00:25:00 Alex's three…

People in this episode

Host: Gemma Mitchell

Guest: Jess

Topics covered

• ETF Portfolio
• Investing Strategies
• Core-Satellite Approach
• Portfolio Construction
• Thematic ETFs

Keywords

• ETF
• investing
• portfolio construction
• core-satellite
• thematic ETFs
• DCA strategy
• passive investing

Mentioned in this episode

Organizations: Rask

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