this is investing

In this episode, Vince unpacks where the 4% rule came from and why it may not apply to Australian investors, especially early retirees.

👉🏽 what is the 4% rule?
👉🏾 where did the 4% rule come from?
👉🏿 The Trinity Study explained
👉🏻 flaws in the studies used
👉 the biggest reason the rule does not reflect Australian spending habits in retirement

Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/

Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting

Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store

Have a question or topic for the show? Post it in our Facebook group.

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.

In this episode Vince breaks down where the core and satellite investing strategy came from, why it became so popular, and whether it genuinely adds value for investors. He covers:

👉🏼 what is core & satellite investing?
👉🏽 where the strategy came from
👉🏾 flaws of the strategy
👉🏿 benefits of the strategy
👉🏻 thematic fund return examples & considerations
👉 the Australian thematic landscape
👉🏼 covered calls explained
👉🏽 and his closing thoughts

Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/

Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting

Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store

Have a question or topic for the show? Post it in our Facebook group.

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.

Should you rebalance your portfolio or are you watering the weeds and cutting the flowers as Peter Lynch would say? In this episode Vince Scully unpacks:

👉🏼 what is rebalancing and how does it work?
👉🏽 should you double down on winners or rebalance?
👉🏾 asset allocation is the #1 driver of risk and return for long term investors
👉🏿 how to rebalance to your portfolio
👉🏻 key benefits of rebalancing
👉 frequency and timing
👉🏼 does rebalancing impact performance?
👉🏽 Vince's final thoughts

Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/

Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting

Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store

Have a question or topic for the show? Post it in our Facebook group.

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.

In today's episode Vince Scully looks beyond Australia to the global and US index funds available on the market. He covers:

👉🏼 the global market & US landscape explained
👉🏽 how developed and emerging markets are classified
👉🏾 what is considered small, mid and large cap globally
👉🏿 currency diversification & risk
👉🏻 US % of the global equity market
👉 US ETF analysis - IVV, SPY, NDQ, VTS
👉🏼 ETFs including US - VGS, IOO, BGBL, IWLD
👉🏽 developed market funds excluding US - VEU, IVE, XUS
👉🏾 emerging market funds excluding US - lEM, EMXC, EMKT, VGE, IZZ, IAA, FEMX
👉🏿 constructing your portfolio
👉🏻 getting small cap exposure
👉 Vince’s closing thoughts on portfolio construction

Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/

Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting

Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store

Have a question or topic for the show? Post it in our Facebook group.

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.

Ethical investing and ESG sound appealing but do they actually make a difference? Vince Scully breaks down the reality of ESG-aware investing - why people choose it, how it’s implemented in practice, and whether it genuinely makes a difference to the world and/or your returns.

👉🏼 why people choose to invest ethically
👉🏽 ESG explained: environmental, social & governance
👉🏾 why ESG screening is complex
👉🏿 the main ESG investing approaches
👉🏻 why ESG screening is complex
👉 does ethical investing really make a difference?
👉🏼 how have ethical funds performed?
👉🏾 cost, constraints & portfolio impacts
👉🏽 impact on security selection
👉🏿 applying ESG investing in your portfolio
👉 how to decide if ESG investing is right for you

Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/

Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting

Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store

Have a question or topic for the show? Post it in our Facebook group.

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.