Manage episode 359028091 series 2656707
With more than 280 exchange-traded products listed on the ASX, Livewire is on a mission to learn whether investors, like you, can build the perfect portfolio with listed products alone.
A few quick stats for you:
- Over the past 12 months (to the end of February), the market cap of the Australian ETF market swelled 7.1% to $136.2 billion.
- The majority of investors' funds are invested in global equities-focused ETFs ($61 billion, down slightly on the prior year).
- $38 billion is invested in ETFs tracking Aussie equities exposures (up 12% over the past 12 months).
- Interestingly, investments in fixed income-focused ETFs have skyrocketed more than 22% in that same time period to $19.5 billion.
So, how do you decide which products would best help you compound your hard-earned cash?
In this episode, Livewire's Ally Selby was joined by Shaw and Partners' Candice Bourke and Pitcher Partners' Charlie Viola for their go-to funds for both equities and defensive exposures.
They also share the biggest mistakes they are seeing in the client portfolios they have inherited over the past 12 months, and their top tips for how investors can make their portfolios work for them (instead of the other way around).
And just because you know this anonymous writer loves a little bit of spice, we also asked Charlie and Candice to name a product or fund they believe no longer has a place in investors' portfolios.
Note: This episode was filmed on Wednesday 22 March 2023. You can read an edited transcript below: