Expert Investor Revamps an 18-Stock Portfolio

We take a deep dive into Brent's investment portfolio with expert Adam Dawes. Brent, an Equity Mates community member, seeks advice on optimising his 18-stock portfolio, from adjusting stock weightings to increasing international exposure. Adam shares key strategies on balancing portfolios, cutting underperformers, and regularly topping up winning stocks. Whether you're new to investing or looking to refine your strategy, tune in for actionable tips to boost your portfolio and grow your wealth.
This segment was taken from the following Equity Mates Investing Podcast episode: • Inside Pelosi & Ackman...
Want to speak to Adam? Fill out the form on our website: equitymates.co...
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Disclaimer:
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.
Equity Mates Media operates under Australian Financial Services Licence 540697.

[@jacksonhughes5078]

He must be feeling the pinch with MIN

[@zenmachine50]

maybe he bought yesterday

[@gothops2632]

If any of the readers here could pimp my portfolio, I'm investing in 90% ETFs and 10% growth stocks. The ETFs I have are: 1. IVV (40% of ETF portfolio) 2. A200 (30%) 3. IOO (30%) The growth stocks I have are: 1. Nvidia 2. Broadcom 3. Google 4. Amazon 5. Apple 6. Tesla I plan to DCA into the ETFs every 6 weeks for the next 30 years. I plan to sell the growth stocks in 7-10 years. Comments?

[@kasmstamps1897]

I would comment that you are doing better than most. Have you thought about having some exposure to Bitcoin? There are a few ETFs on Oz markets (even a couple now on ASX) if you are not comfortable with an crypto exchange. My three pillars Tesla, Property, BTC. My Aussie exposure is HYGG, DigitalX, vbtc.

[@gothops2632]

@kasmstamps1897 I own 0.8 BTC. I also have several other crypto assets (mainly ETH and SOL) bought 3 years ago, which I'm now not very bullish on. I'm hoping that they will get back to their all-time high so I can get out of them and put that money into my share portfolio.