Overview: 

So you've started investing in the sharemarket and you've got some serious goals in mind. Now what? 

This episode we're here to level up your investment game. Investing jargon? We take it on. Diversification, come at us. Re-cap of maths class, stats galore, discussions around exit strategies. You name it, we cover it. 

What's in the episode?

In this episode, Cat and Christine dive into the details around creating an investment strategy that works for you. Now if you haven't listened to our Investing 101 episode – stop right now and go listen here. 

Specifically, we cover:

• How do you know when your investments should “level up”

• Whether we are actually good at picking stocks

• The distribution of stock market returns…say what now? 

• What diversification really means and how to achieve it

• What a core satellite investment strategy is

• How does your home fit into a core satellite strategy 

• How much diversification is too much diversification 

• Correlation – what is this with sharemarkets and how does it apply 

• How to not be overwhelmed with portfolio construction

• What about tax….

• Your investment time horizon (it's our favourite buzzword)

• Creating the illusive passive income

• How do investment properties fit into an equity market strategy

• What is an investment exit strategy

• When to not be greedy with sharemarkets

…And honestly, there's so much more goodness in there, so get listening now. 

1. If you haven't listened to it already, please start with our Investing 101 episode. Here is Part 1 and here is Part 2.
2. Understanding skewness and that stock market returns are not normally distribution. We explain more in this video here (timestamped)
3. The Kernel High Growth Portfolio
4. Vanguard High Growth Fund
5. How to design a portfolio webinar