Dollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment. Dollar cost averaging is where you invest smaller, fixed amounts on a regular basis. It’s generally done over an extended period. For example; you may have $2000 you want to invest. Rather than investing the lot at once, you might invest $20 every fortnight. It takes away the emotion of buy...
Nov 22, 2021•32 min•Season 3Ep. 75
In this episode we welcome our Head of Production, Sascha, to the studio and chat about her investing journey. She talks to Bryce and Alec about her investing journey to date, what mistakes she's made, the lessons she's gleaned from producing seven shows for Equity Mates Media, and why Paris Hilton is her investing idol. Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss anything...
Nov 15, 2021•38 min•Season 3Ep. 73
In this episode, Bryce and Alec talk to Gemma Dale, who’s the Director, SMSF and Investor Behaviour at NAB, about the principles behind building a balanced portfolio. They chat about Gemma's definition of a balanced portfolio, how actually to go about building one for yourself, and then they throw a stack of hypothetical scenarios at Gemma, playing a little game we call, Balanced v Unbalanced. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on dem...
Nov 11, 2021•45 min•Season 3Ep. 72
In this episode, Bryce and Alec chat to John Caulfied, Director, Intermediaries and Institutions from VanEck, and what he thinks are the 5 mistakes ETF investors should avoid. We know that ETFs are something that the Equity Mates community loves, and hearing about other people's mistakes is a good way of not making them yourself! Prior to joining VanEck, John was the Director of Business Development at FTSE Group (Australia), and he's also worked at the London Metal Exchange. To learn more about...
Nov 09, 2021•38 min•Season 3Ep. 71
It's ASX Week! In this episode, Bryce and Alec talk to Helen Chong who's Business Development Manager, Investment products at the ASX. During their conversation Helen explains the role of the ASX, the changing nature of investors in Australia, a little about ASX Investor Day. They also talk about the investor study undertaken by the ASX, which gives us a glimpse of the Australian investing landscape and who is investing. Alec, Bryce and Helen unpack some of the fascinating key findings. To learn...
Nov 07, 2021•32 min•Season 3Ep. 70
In the past two episodes Bryce and Alec have explained what 'is' a thesis, and why it makes an important tool within your investing journey. They discussed how to record your thesis, when to review it ... and what to do if its broken. In this episode we’re going to put it all together and understand the ingredients that go into a thesis. Because it's like a recipe - you don’t want to go too heavy on one ingredient. If you understand the company really well, but don’t understand the competitors y...
Nov 01, 2021•32 min•Season 3Ep. 69
In this second installment of our three part series on building a thesis, Bryce and Alec talk about how to track your thesis, how often to revisit it, and how to understand when your thesis is broken. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a few examples that we can all learn from. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't m...
Oct 25, 2021•39 min•Season 3Ep. 68
In the first of this three part series, Bryce and Alec talk about… well exactly what is a thesis, and why it does matter. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a couple of examples that we can all learn from. The links Alec and Bryce mentioned: Motley Fool - Brookfield Investments TDM Peloton Investment Thesis SecurityAnalysis Investor letters Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what yo...
Oct 18, 2021•31 min•Season 3Ep. 67
In today’s Get Started Investing, we rehash some of the concepts that we’ve learned over the past two weeks, outline the divestment v engagement debate, and then talk about what you should be looking for when you’re backing the professionals to select your ESG stocks for you, and talk about how to look for an ethical super fun. Shout out to friend of the show Owen, who has made a list of ethical ETFs here (though it’s by no means exhaustive, do your own research!) https://www.bestetfs.com.au/lis...
Oct 11, 2021•36 min•Season 3Ep. 66
In this episode we’re going to try and answer the million dollar question - what is ethical? Bryce and Alec talk about considering what factors are important to you, examples of weighing these different factors, show you some places to find this information, and call some experts to ask them where we should be looking! Some of the resources named include the Sustainability Disclosure Database , and the Corporate Knights website. Order the book on Booktopia or Amazon now. If you want to let Alec ...
Oct 04, 2021•45 min•Season 3Ep. 65
This episode Alec and Bryce start a new chapter - about all things ESG. In this first episode, they look at the landscape, and answer the most basic questions - just what is ethical investing, why you would consider ethical investing as part or all of your portfolio, what are the arguments for and against, and they share their personal views. Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here . Make sure you don't miss...
Sep 27, 2021•39 min•Season 3Ep. 63
Sam Koslowski is one half of The Daily Aus, a news source for millennials who want the top news in under a minute a day. Alongside running his busy startup, Sam is a keen investor, and he joins Alec and Bryce to talk about his journey in the stockmarket, from his very beginnings, through to his biggest investing mistake, and his greatest wins. If you want to support Sam, follow The Daily Aus instagram here . Order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what yo...
Sep 20, 2021•41 min•Season 3Ep. 62
Bryce and Alec continue their conversation with our wide community of investors, and today they talk to Jessica Irvine, Senior Economics writer for the Sydney Morning Herald. Though Jessica has been covering the economics beat since 2005, she only just started investing in May 2021, and her recent article, ‘ 6 things I’ve learnt since becoming a newbie sharemarket investor ’, really hit a nerve with our community. In this conversation, they talk about what barriers Jessica saw that made her hesi...
Sep 13, 2021•41 min•Season 3Ep. 61
We talk about the need to diversify your portfolio at Get Started Investing. This episode, Bryce and Alec talk to founder and Chief Investment Officer at Fortlake Asset Management, Dr Christian Baylis. With a PhD in Econometrics, Christian has previously worked at UBS and the Reserve Bank of Australia and charged with managing The Blossom Fund . Together they talk about why you should invest in fixed income, what role it plays in a diversified portfolio, and the process Christian goes through to...
Sep 06, 2021•41 min•Season 3Ep. 60
On this episode of Get Started Investing, Bryce and Alec are joined by Dara Hayes… who you might know better by the name DJ Tigerlily. Dara is one of Australia’s most successful DJs… and her day job sees her touring the world, playing some of the biggest clubs across the globe, playing to tens of thousands of people all over the world, from Australia, Asia, Europe and the USA. What you also might not know is Dara is also passionate about ethical investing - she put pen to paper, metaphorically s...
Aug 30, 2021•53 min•Season 3Ep. 59
This episode is proudly supported by Finder . Besides getting fit, sorting out your money is something that most Australians want to get right! So on Get Started Investing, we wanted to learn how to do just that! Over three episodes we’ve partnered with Finder , to talk about all things personal finance and getting your money sorted so you can start investing. In this final episode we’re going to look at some of the best practices when it comes to personal finance, and how it can help your inves...
Aug 23, 2021•42 min•Season 3Ep. 58
This episode is proudly supported by Finder . Besides getting fit, sorting out your money is something that most Australians want to get right! So on Get Started Investing, we wanted to learn how to do just that! Over the next three episodes we’ve partnered with Finder , to talk about all things personal finance and getting your money sorted so you can start investing. In this second episode, we talk about how there is no point in starting investing if you don’t have the basics sorted first! Ale...
Aug 16, 2021•39 min•Season 3Ep. 57
Sorting out your money is something that most Australians want to get right! So on Get Started Investing, over the next three episodes we’ve partnered with Finder , to talk about all things personal finance and getting your money sorted so you can start investing. In the first episode, we’re joined by Graham Cooke, who is the Head of Consumer Research at Finder . A previous guest on Equity Mates back in 2018 , Graham is a seasoned data journalist, he loves digging into the numbers to find trends...
Aug 09, 2021•40 min•Season 3Ep. 56
today it’s a really special episode… cause we’re taking a break and handing over the reins to the YIGC team! We’re keen to share the limelight with our fellow podcasters who are making epic content, and going from strength to strength. You might remember when we introduced our colleagues Maddy and Sophie earlier in the year, but they have been belting out some awesome episodes of late, and we wanted to take a break, and share the mic with them (and maybe go catch some Olympics while we’ve got th...
Aug 02, 2021•45 min•Season 3Ep. 55
Welcome to Super Saturdays - an Equity Mates Media series on superannuation, proudly brought to you by our friends at Superhero , who are now disrupting traditional super on their platform. With recent government changes to super legislation here in Australia, $100 billion of Australian’s money in underperforming super products, and a lot of people feeling a little in the dark when it comes to their super, Equity Mates Media, in partnership with Superhero, are going to shine a light on the super...
Jul 30, 2021•43 min•Season 3Ep. 54
We've been on a round the world trip the last few weeks, talking about why investing beyond Australia's borders is a really good idea. Before we boarded the plane home, Alec and Bryce thought it would be good to hear from an expert. So we gave Emma Kirk from Magellan a call, and she agreed to come on the show and talk about how she started investing. Emma is a Key Account Manager - Listed Funds, for Magellan, an Australian fund manager with just shy of $100 billion in assets under management. Wi...
Jul 26, 2021•58 min•Season 3Ep. 53
We loved this conversation with Lauren Simmons, who is a trailblazer and inspiration as she was the youngest female trader in the history of the NY Stock Exchange. This episode appeared in the Equity Mates feed, but we wanted more people to hear it, so we've put it in the Get Started Investing Feed as well! Together they have a conversation about hype investing, the dangers of crypto, trends she's heard and noticed in fellow millennials who invest, and her new venture as the host of Going Public...
Jul 21, 2021•41 min•Season 3Ep. 52
We've talked about the 'why', and we've talked about the 'how', but in this episode we're going to talk about all the factors you need to consider before hitting the 'order' button! Alec and Bryce talk about currency risk (including the dreaded, to hedge or not to hedge question!?), where to find the information you need, and how to think about building a portfolio. Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them her...
Jul 19, 2021•39 min•Season 3Ep. 51
Last episode, we talked about the importance of investing with a global mindset, and why spreading your money all across the globe (metaphorically at least) is a great idea. Since then, it's been fortuitous timing as Superhero has announced they'll be trading US Shares, Stake has announced they'll be adding the ability to trade Australian shares, and Sharesies are offering US, Aus and NZ trades. We'd love to see these companies also move into Europe, Asia and Africa, but it's still pretty exciti...
Jul 12, 2021•34 min•Season 3Ep. 50
We're going Global! Well, Equity Mates is already available everywhere, but this episode is all about why you should set your sights (and put your dollars) into investments beyond Australia's shores. In today's chapter we focus on the importance and reasons... why you should get excited about the global opportunities, and the scale of the companies operating overseas! Oh, and did we mention that Bryce and Alec WROTE A BOOK? Click here to pre-order now on Booktopia. If you want to let Alec or Bry...
Jul 05, 2021•34 min•Season 3Ep. 49
Today we open our guest mic and welcome a true icon to the Get Started Investing studio - it's Lucinda Prices, who's otherwise known (especially on instagram) as Frooomes . Lucinda is super busy, working as a comedian, and busy as the CEO of FROOMESWORLD , an international one-woman business specialising in scripting, producing, presenting and editing original content. For those who follow her Instagram, you would have lived the highs and lows of crypto with Lucinda, as a $500 punt ended up as s...
Jun 28, 2021•49 min•Season 3Ep. 48
Adam is one half of the smash hit economics podcast, Comedian v Economist . Adam is a stand up comedian, having played shows around Australia and is responsible for the famous Port Adelaide v The Bye YouTube video that we remember watching back at uni. Adam joins Bryce and Alec, and shares a lot about his investment journey, including how he became obsessed with his super, how he invests for his kids, and the mistakes he still thinks about (including not investing in Apple when it was still 15c ...
Jun 21, 2021•44 min•Season 3Ep. 47
It's another in our series of mistakes - the ones we've made, and how *not* to make them again! This week, we’re going to look at the reasons why we keep making these mistakes - known as cognitive biases. A cognitive bias is a systematic error in thinking that occurs when people are processing and interpreting information in the world around them. Unsure about that definition? Basically—our brains aren’t perfect. They often make mistakes when taking in information from the world and trying to ma...
Jun 14, 2021•32 min•Season 3Ep. 46
Hey! Scared of investing because you don't want to stuff it up? Well, this is the right place to look. We’ve all made mistakes, and WILL make more mistakes as we learn to invest. That's part of the course! Don’t let the fear of making one stop you from getting started, and if you're wondering what other mistakes might be lurking on the horizon, that's what this episode is all about. We go through some of the most common mistakes out there, so you hopefully don’t make them yourself. If you want t...
Jun 07, 2021•40 min•Season 3Ep. 45
In the third chapter of our Asset class(es), Bryce and Alec talk about how they think of different assets in their own portfolios. Some of our favourite resources and offers to help you during your journey: $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen Track your investment portfolio with Sharesight. Get a free stock when you sign-up to Stake , using the code EQUITYMATES Get exclusive access to our favourite data and insights platform, TIKR Take the emotion out of i...
May 31, 2021•22 min•Season 3Ep. 44
