How to Build a Better Share Portfolio (Beyond ETFs & LICs) with Roger Montgomery
About this episode
Canna Campbell interviews Roger Montgomery about building a better share portfolio beyond ETFs and LICs, focusing on identifying quality businesses and investment strategies.
How to Build a Better Share Portfolio (Beyond ETFs & LICs) Many Australians begin their investing journey through ETFs, LICs and superannuation — and rightly so, it is the easiest and fastest way to being your investing journey and start earning passive income via dividends. But eventually, many investors become curious about taking the next step: How do you actually identify a great business? What makes one company stronger than another? How do experienced investors determine value? And how do you build a stronger, more intentional share portfolio over time? In this episode of SugarMamma’s Fireplay, I sit down with one of Australia’s most respected value investors, Roger Montgomery, founder of Montgomery Investment Management and author of Value.able. Together, we break down investing in a way that is practical, beginner-friendly and empowering — helping everyday Australians better understand what makes a quality company, how successful investors think, and the habits that matter when building long-term wealth. IN THIS EPISODE WE DISCUSS: The key things to understand before investing in individual shares How experienced investors research…
People in this episode
Host: Canna Campbell
Guest: Roger Montgomery
Topics covered
- investing
- share portfolio
- value investing
- dividends
- company analysis
- financial education
Keywords
- share portfolio
- ETFs
- LICs
- value investing
- Return on Equity
- dividends
- investment strategies
- company analysis
Mentioned in this episode
Organizations: Montgomery Investment Management
Books & works: Value.able
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