Why following the trends might hurt your portfolio - podcast episode cover

Why following the trends might hurt your portfolio

Sep 14, 202241 minEp. 167
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Episode description

Investors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and found many don’t survive. So what should you be looking for?

Morningstar’s research manager Justin Walsh shares his thoughts on:

  • Why we’re so bad at picking winners
  • Some of the big hits of the past that fizzled, and some that survived
  • What investors should be looking for when choosing a portfolio, and
  • Why the data tells a story that the marketing campaigns might hide

You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbeanSpotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

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Why following the trends might hurt your portfolio | Your Wealth podcast - Listen or read transcript on Metacast