We Reveal Our FULL Portfolio Performance: ETFs, Stocks and Crypto

We’re opening up our portfolios. Every ETF, stock and crypto we own and revealing how they’ve performed this month and since inception. From our core ETFs to our satellite picks, here’s what’s winning, what’s losing, and whether we’re beating the market.

In this episode we cover:
• Our ETF, stock & crypto holdings
• Core vs satellite explained
• Our overall and YTD performance
• Biggest winners and draw downs
• Are we beating the market?
• How we track it all with Sharesight

Sharesight makes tracking your portfolios easy. Save 4 months on an annual Sharesight plan (www.sharesight.com/equitymates)

00:00 Introduction & Financial Transparency
02:20 Portfolio Structure & Ren's Core Portfolio
05:15 Bryce’s Core Portfolio & Performance
08:55 Leveraged Strategy & Risk
12:13 Lessons from Core Investing
13:30 Bryce’s Satellite Portfolio & Key Holdings
17:40 Performance, Currency & Overlap Insights
21:32 Ren’s Satellite Portfolio Review & Results
29:05 Managing Risk, Winners & Losers
33:38 Final Takeaways & Closing

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Looking for some of our favourite research tools?

• Download our free 4-step stock checklist (https://x40s1z0ymjt.typeform.com/4-StepChecklist)
• Find company information on TIKR (https://www.tikr.com/?ref=equitymates)
• Screen the market with GuruFocus (https://www.gurufocus.com/pricing?pmc=KRTPWMVXHJNQ425B&affid=f3dc7b49528d8c16479a604fa777b185)
• Research reports from Good Research (https://goodresearch.com.au/ref/equitymates/)
• Track your portfolio with Sharesight (https://www.sharesight.com/au/equitymates/)

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Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

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