Big Swinging Stocks

Earnings season is here and the results are dominating the headlines. But does it matter?  The answer is: maybe.  We tapped the mind of Mathew Hodge, Morningstar's director of equities research, gives insight into what noise we should pay attention to, and why he "generally doesn't care about earnings season." Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  See omnystudio.com/listener for privacy information.

"You Make a living by what you earn. You make a life by what you give" Aleks and Glen had a lively chat about Glen's portfolio, his investing (and giving) philosophy, and regretting being too poor and young to capitalise on the GFC. Plus, they get into meaty topics like: Buying weekly Financial advice not being about math and numbers Investing in unlisted companies Making a heap of money in crypto and then selling The 'regrets' fund Giving some, saving some, and spending some Why he doesn't care about his net worth   Buy Glen's book here:https://www.booktopia.com.au/sort-your-money-out-glen-james/book/9780730396505.html  Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

Betashares recently released a report noting that Australia's ETF industry has broken through the $150 billion FUM barrier… so is now a good time to invest? Blair Modica from Betashares joins us to dive into: Why Australians are so invested in ETFs Which ETFs are most popular How preferences have changed over the last five years Betashares' top performing product Read Betashares' Australian ETF review here:https://www.betashares.com.au/insights/etf-review-may-2023/  Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

Revenue is down 21.7%, net income down 596%, net profit margin down 734%… so why is their stock up 32.3%?? That's the Barbie effect. In this episode we're diving into Mattel (NASDAQ: MAT) stocks, and the marketing behind the recent stock surges. It's worked for Mattel, but what companies hasn't it worked for? Rob Marfell and Aleks Nikolic dive into past examples of marketing the stock market and the science behind it, to deduce whether this rally will be sustained. Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

Money can buy happiness — at least if you're spending it correctly. That's a view Kate Campbell from the Australian Finance Podcast explores in her upcoming book: Buying Happiness: Learn to invest your time and money better. In this episode Aleks and Kate talk about: Money talks with significant others What singing taught Kate about risk How childhood impacts our finances Reframing finance habits and mini-retirements. Buying Happiness will be out in September, but you can pre-order from Amazon here: https://www.amazon.com.au/Buying-Happiness-Learn-invest-better/dp/1922611816/ and Booktopia here: https://www.booktopia.com.au/buying-happiness-kate-campbell/book/9781922611819.html   Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

BlackRock and Vanguard have more funds under management than most countries make in annual GDP. They're the biggest shareholders in Apple, Tesla, Microsoft, and nearly every other major company or hedge fund you've ever heard of, so it makes sense that some people claim they control the world… until it doesn't. In this episode, Rob and Aleks debunk the BlackRock conspiracy theory, while shedding light on one 'conspiracy' that's actually true — at least in part.    Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

Selfwealth offers 12-page stock reports produced by Refinitiv.  These reports dive into forecasting, previous performance, and peer reviews. They even give you insight into whether analysts think the stock is a buy or a sell.  But how do you actually read them? In this episode Rob from Selfwealth peppers Alex with questions on how to interpret the ratings, and why BHP and CBA aren't both listed as a buy regardless of similar metrics.   Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

As far as AFL players go, Chris Judd is about as decorated as the Sistine Chapel. Brownlow medalist, Grand Final winner, Leigh Matthews MVP, voted Best Captain by his peers. What many don't know, through is that he's also been investing since early in his career, and is on the verge of launching his own investment fund. In this episode, he joins us to talk about his investment philosophies, including: Investing his first pay cheque His views the art of selling What his fund's asset allocation will be Whether he thinks we're going into a bear or bull market What research aided his investment education   Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

Would you prefer a 'green' portfolio or a green world? In the the last of our two-part series on decarbonisation's investment opportunities we examine the difference. Last time we set the scene for the problem and context, and in this episode we're talking about the investment.  Kate covers her history talking with companies about the investment opportunity, and how long it's taken some of them to come around. She also provides insight into some big names that we might not think usually associate with a green future, and the big roles they're likely to play in saving the planet.    Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

Welcome to our first two-part episode! When we cut the mic after our last chat with ex-Fidelity portfolio manager Kate Howitt, we learnt of her passion for decarbonisation — and the huge investment opportunity it presents.  Her insights were too good to leave off-air so we've got her back to talk all about it.  In this episode, we'll set the scene with the decarbonisation problem with a little context around things that individuals and companies are able to do.  Then next week we'll be back expanding on how investors can profit off what will be the biggest thematic of our lifetime, and why mining might save the world.   Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealthaus/ Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to in this podcast are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

How many of you really know how shorting and leveraging works?  In a recent episode Rob and Aleks covered Selfwealth's millionaire millennials and their penchant for leveraging products — particularly Global X's LNAS and SNAS.  So, on this chat, we brought in Global X portfolio manager Jess Leung to explain what exactly the funds are, and how best to use them.  In chat, her and Aleks cover: Leveraging Gearing Hedging The 'dark magic' in financial products Magnifying gains AND losses   Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealth.com.au/?hl=en Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to on this website / in this session are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

"I'm not someone who was just always great with money… I feel like I'm on this treadmill and I'm getting nowhere. What's going on??" Frances Cook is an esteemed journalist, hot of the Cooking the Books podcast author of two books: Your Money, Your Future, and Tales from a Financial Hot Mess. In this episode, Aleks talks to Frances about: Being a lazy pursuer of financial independence, and he lazy tips and tricks Her portfolio split: what she's invested in and what's returned the most Why she doesn't prioritise income in her investments Her avoidance of crypto The "London/baby fork" Money being the number one cause of divorce Her best finance and investing book recommendations Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealth.com.au/?hl=en Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en  Follow Frances on Twitter here:https://twitter.com/FrancesCook    Important disclaimer: Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to on this website / in this session are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

If you're an aspiring millionaire you've likely wondered how those seven-digit portfolios are investing.  What equities are they buying? Are they heavy on ETFs? What stocks do they have that you haven't heard of? Selfwealth has gone through the data and looked out how our millionaire portfolios are investing, and what the differences are by generation… and we found some big changes.  In this episode, Aleks is joined by the Alfred to her Batman — Selfwealth's Rob Marfell — to pick over the numbers and explain the risks involved.  They cover: Baby Boomers and the carbon copy of ASX 200 weightings, plus big earner they've invested big amounts in Why Gen X are the tech generation The high-risk ETFs that Millennial millionaires are invested in, and why Baby Boomers might be beating them Gen Z millionaires — what little of them there are and what they're doing.  Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealth.com.au/?hl=en Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Important disclaimer: Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to on this website / in this session are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.See omnystudio.com/listener for privacy information.

#1 Amazon Best Seller #1 Booktopia Bestseller Michael Kemp's new book sold out on day one… before lunch. Titled The Ulysses Contract: How to Never Worry about the Share Market Again, the book is topping best-selling lists, and is lauded by Barefoot Investor Scott Pape as something that will "totally change the way you think about the share market". In today's chat he joins Aleks to talk about the book, his investments, before both get swept up in a merry polemic on the state of Australia's property market.  Key points covered include: Michael's memories investing his paper-run money HIs origins in dental care leading to finance How he came upon the title of the book and what it means Investing siren calls Michael's portfolio, and why he sold his Berkshire Class A shares Investing during uncertainty How the beneficiaries of Australia's property boom can help families today Buy The Ulysses Contract here:https://www.booktopia.com.au/the-ulysses-contract-michael-kemp/book/9781922611604.html  Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealth.com.au/?hl=en Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice. Always consult the product disclosure statement before investing.See omnystudio.com/listener for privacy information.

Queenie is worth somewhere around $500k… and she's 26.  So how did she do it?  Well, if you follow her (and given her 300k+ followers it's likely you do) then you'll know she's put in the hard yards in both learning about investing and in teaching others.  Queenie has built an empire of what she calls personal finance content creation, and is one of the very few licensed individuals providing high-quality information in a space that sorely needs it.  In this episode, she chats candidly to Aleks about "the pervy numbers". What her portfolio is made up of  Queenie's net worth Investing in crypto  Having money invested instead of in a bank account Queenie's most recent investments What about investing has brought her the most joy Queenie's relationship with frugality and spending  How close Queenie is to financial freedom Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealth.com.au/?hl=en Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en  Learn more about Queenie via her website here:https://www.investwithqueenie.com/  Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.See omnystudio.com/listener for privacy information.

We always talk about people making their first $100k, but how about losing it? In this episode, Aleks gets personal and covers all the investing and financial mistakes she reckons have put her portfolio back at least 100 big ones.  From investing in AfterPay (she'll explain) or ignoring speakers at school assembly, these are mistakes that we think everyone can learn from — and a reminder to not be too hard on yourself if you've made them.  Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealth.com.au/?hl=en Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.  See omnystudio.com/listener for privacy information.

"The dirty little secret of my career — that I can let out of the bag now that I'm retired — is that investing for me was just fun and interesting. I just love businesses. And I felt like, 'wow I can't believe they actually pay me to do this'".  Kate Howitt is an esteemed ex-Fidelity portfolio manager, and, even though she would have worked for free, that didn't stop her from making big profits.  Her fund beat the S&P ASX 200 Accumulation Index for 10 years, returning and average of 11.6% annually.  In this chat we cover: Investing lessons learnt from her prestigious career Investing books that influenced her Her best and worst investments, and why one is bouldering Housing in Atlanta Being comfortable with getting it wrong and treating finances like a cricket worm   Follow Kate on LinkedIn here: https://www.linkedin.com/in/kate-howitt-42a202169?originalSubdomain=au  Learn about Kate's bouldering venture here:https://www.9degrees.com.au/  Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealth.com.au/?hl=en Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.  See omnystudio.com/listener for privacy information.

"It can range from one week getting $700, but on average it’s $100 to $200 per week. And all tax free." Something we want to do with our 'Invest Like A' series is show you how ordinary Australians use investing to reach extraordinary goals.  Keon Little is one such person. He's an ex-army, current aviation industry side-hustling king. He's translated military discipline to his back pocket to live within what he calls living in his "yellow-zone" — where you're living within your means just on the comfort line, but able to reward yourself.  If you're into side-hustles, this one's for you.    For video of our interviews, follow Selfwealth on TikTok here: https://www.tiktok.com/@selfwealthaus?lang=en  And on Instagram here: https://www.instagram.com/selfwealth.com.au/?hl=en    Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.See omnystudio.com/listener for privacy information.

"We can be a part of a system where we can earn money for basically doing nothing. You can be an owner in some of the best companies in the world, just from clicking a few buttons. That's a pretty amazing concept"  Ever wanted to invest like a professional? We've tapped Senior Investment Analyst at one of the country's top firms to walk you through it… … and a little voyeurism into how he spends his money.  In this episode, Aleks is joined by Morningstar's Noah Kaplan to cover:  Why you can't trust banks for optimal returns Examples of companies with wide MOATs How his personal investment philosophy is informed by his professional one What's he's invested in, and how he constructs his portfolio, And what he'd do differently if he could start all over again. Follow Noah on LinkedIn here: https://www.linkedin.com/in/noah-kaplan-10/  Follow Selfwealth on Instagram here:https://www.instagram.com/selfwealth.com.au/?hl=en Follow Selfwealth on TikTok for video snippets of the podcast:https://www.tiktok.com/@selfwealthaus?lang=en    Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.  See omnystudio.com/listener for privacy information.

If you've heard of Up bank, you'll be familiar with its bright styling and ease of use. It's about the least bank-like bank on the market, and loved by younger generations for stepping savings out of the dark ages.  One of the bright minds behind the Up platform is Anson Parker, the company's Chief Product Officer, and in this ep, he tells us all about his (intentionally boring) investment habits, and details his relationship to money.  In today's chat he and Aleks cover: His less than healthy history with money, and current relationship His first investments Which investments have returned the most What he'd do differently if he could start over Healthy savings habits You can follow Anson Parker on Twitter here: https://twitter.com/anson?lang=en  For video of this interview follow Selfwealth on TikTok here: https://www.tiktok.com/@selfwealthaus?lang=en  And on Instagram here: https://www.instagram.com/selfwealth.com.au/?hl=en      Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.See omnystudio.com/listener for privacy information.