All things diversification, with Victoria from The Curve
What can COVID and crypto teach us about diversification? Should you manage your investments actively, passively, or a bit of both? And is there such a thing as being too diversified?
Victoria Harris of The Curve tells Sharesies co-CEO Sonya why tried-and-true diversification strategies still hold up and why even Wall Street experts often anchor their portfolios in the humble broad-market ETF. Learn what makes a good diversification strategy and how to avoid over-diversifying.
Find out more about the classic “core-satellite” approach and managing risk through different cycles in the market (like the pandemic). Plus, why it can be so helpful to invest in what you actually know and use (like spotting investment opportunities while you’re in line at your favourite shops).
Whether you're curious about ETFs, building your portfolio, or just trying to offset some risk, this episode just might help you sleep better at night.
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies’).
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared lunch is not personal financial advice and provides general information only. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
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Shared Lunch
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in.
Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.
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