Portfolio Overview #1
Welcome to the inaugural edition of Rookie. In this first issue, we'll be sharing our investment strategies, crypto portfolio and stock market portfolios
Portfolio Strategy And Investment Approach:
We’re both long-term passive investors: we depend on advice we can trust so we don’t need to spend hours on research.
We both sit on the moderately aggressive level of the risk scale - because we’re experimenting and learning.
Index Thesis Strategy:
After a year of investing, both of our perspectives have evolved - we now favour ETFs and index funds for their numerous benefits.
A long-term outlook
Simplicity in approach
Passive management style
Lower risk for potentially higher returns
What is an ETF/Index Fund?
ETFs and index funds are quite similar. Think of them as mini versions of an entire pizza, where each slice represents a different industry. By choosing ETFs or index funds, you essentially own a small portion of each company within the fund.
David’s Stock Market Portfolio
Year To date movement Overview
SPDR S&P ASX 200 (0.23%)
IShares Asia 50 (2.48%)
IShares Global 100 (10.46%)
IShares S&P 500 (9.53%)
BetaShares NASDAQ 100 (10.49%)
Charlie’s Stock Market Portfolio
Year To Date Movement Overview
Qantas: (8.60%)
Commbank: (0.54%)
ASX200: (0.33%)
Global 100: (4.77%)
(VYM) Vanguard HighDivided Yield ETF: (0.26%)
(VOO) Vanguard S&P 500 ETF: (5.59%)
(PEP): PepsoCO Inc (-3.12%)
(AMZN) Amazon: (14.04%)
(AAPL) Apple Inc: (-0.80%)
(WES) Wesfarmers Ltd: (7.65%)
(VAS) Vanguard Australian Shares index ETF: (-0.27%)
David’s New (Small) Crypto portfolio
At another time, I'll discuss this portfolio further.
7 Day Movement Overview
Render Token (RNDR) (3.15%)
Bitcoin (BTC) (10.06%)
Ethereum (ETH) (12.16%)
…Crypto is a very volatile and emotional market; these percentages could be dramatically different next week.
Road Ahead
Deep dives into our investment portfolios
Insights into Cryptocurrency and the upcoming Bitcoin halving
Exploring different investment strategies
Step-by-step guides & reviews of financial apps
A heartfelt shoutout goes to Dillon, Ryan, James, Julie, Tom, Pat and Jojo for illuminating the vast opportunity to take charge and harness this learning experience.
All the best - David & Charlie
Disclaimer:
The perspectives and opinions presented here are solely our own and should not be taken as financial advice.
It's crucial to perform extensive research, given the inherent volatility and risk within the cryptocurrency and stock markets