How Many Companies Should You Hold In Your Portfolio?

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Күн бұрын

Пікірлер: 34

@brendanquinn6894 10 ай бұрын

Knowing how to read basic financial statements is everything. I have met lots of folks who are deep into technical analysis but always neglect fundamental analysis. For me the fundamentals are everything.

@markshotton5481 10 ай бұрын

Hi Tracey, can you do a video on your portfolio? Eg what shares you are currently holding and why?

@jona9840 7 ай бұрын

Depends how many financial reports you have time and want to read every quarter. The best way to reduce risk is to understand financial performance and how a company is deploying its capital.

@etsondeoliveira 10 ай бұрын

Interesting. Diversification isn’t the goal if the stocks don’t make you feel confident . Thanks for another amazing video

@pearlygabe 10 ай бұрын

Thank you for another great video!!

@pierresylvain7343 10 ай бұрын

Hi Tracey Thank you for your great insights. As a dividend investor you mentioned in your past video that you look for companies with a starting yield of around 5%. I would love for you to do a video on companies who have had a growing dividend over the last 5/10 years no matter what the starting dividend was? Cheers

@TraceyEdwards 10 ай бұрын

Ooh yes! Love that idea ✨

@ciaranirvine 10 ай бұрын

The way I handle it is that I have two different trading accounts. One is the buy and hold dividend investing account. And this has 2 ETFs and usually around 10 individual stocks. Past that number and you actually aren't gaining anything useful from extra "diversification", the portfolio gets more cumbersome to manage, and as you say Tracey there just aren't that many quality dividend stocks to choose from on the ASX :) I generally just add money every 2 weeks on payday on a simple round-robin basis, unless there is one stock I deliberately want to build up to be oversized relative to the others, or because it has an ex-dividend date coming up that I want to take advantage of. It's pretty straightforward to manage and should suit most dividend investors without getting too complicated The second is the more speculative account hunting for growth stocks, mostly on the US markets. Here I try to keep it to around 5 max in play at any one time. But you really need to know what you are doing to play that game and hope for outsized returns, most people would be far better off just having a few index ETFs and collecting the average market/sector growth.

@jameslong7696 10 ай бұрын

Hey Tracey can I ask if the ASX 200 has returned 8-9% annually then what kind of returns would expect with a more single stock approach? I would assume with the higher risk you would want a higher return. Tia

@TraceyEdwards 10 ай бұрын

Completely depends on the company. I’ve had some increase 20 to 30% for a while and others that chug along at below avg growth. The high growth companies don’t sustain those big annual numbers for long though, but it’s great while it lasts. Generally my aim is to do better than ‘average’ but mostly I really only care about the dividends.

@TheUnhingedWomanBookClub 10 ай бұрын

Thanks for another great video!❤

@milisha98 10 ай бұрын

While the market is technically "average", the truth is it's difficult to consistently beat over the long term. You have to remember that in an index companies are ranked by market cap, so the big successful companies dominate anyway, and they're likely the same ones you might own individually. While the ASX pays ok dividends, for those of us who want to maximize that, you're probably right that it's not the best play. And certainly the majority of my portfolio is individual stocks, but that's personal preference over what I'd recommend to a friend.

@TraceyEdwards 10 ай бұрын

Agreed ☺️

@hairypawter8475 9 ай бұрын

Im new to investing and looking for a very solid very investment of 10-30000 to start with one company, can you please give me your advice? i accept all responsibility for the choice and understand its not financial advice etc. all that. I just dont trust my final decision on the first attempt. So far Ive nailed it down to 5 options: NWH, APE, CNU, WHC, SPK

@martabellydance 9 ай бұрын

Hello, that's the thing with investing. You have to make the final decision yourself. You could try investing 1k and see how you feel after. Hope that helps.

@carokann4397 6 ай бұрын

ASX SPR

@hairypawter8475 6 ай бұрын

@@martabellydance hey, thanks yeah I did. I went with ETFs

@martabellydance 6 ай бұрын

@@hairypawter8475 good on you :)

@janenes2782 7 ай бұрын

Perfect video, was on my mind to ask this, thank you. Do you hold any single stocks from US S&P500? or prefer ETFs? Thank you :)

@TraceyEdwards 7 ай бұрын

I don't hold any individual stocks from the US (except for ETFs). I used to. But the foreign tax was annoying so I switched back to only Aus stocks :)

@markwilliams4362 10 ай бұрын

Cheers Tracey .🙏👍🇦🇺

@VideoAssociates 10 ай бұрын

It's also a duopoly in aviation in Australia. Can you do a video on holding airport stocks

@lengerer 10 ай бұрын

I wasted 20 yrs trading individual stocks. Finally stopped and buy 3 etfs. Im well up now and no stress. Stock picking is such a waste of everything

@TraceyEdwards 10 ай бұрын

Less stress and sleeping well at night is the key to a good portfolio. I still like individual companies better, but it's definitely more work.

@vvjp5732 10 ай бұрын

What happened, if you don't mind sharing as a cautionary tale? Most people only speak about their wins, so it'll be insightful and refreshing to hear otherwise.

@lengerer 10 ай бұрын

@@vvjp5732 most ppl lose. Mine was just buying and selling many small parcels of stocks over many years. You win some you lose some. If I had of DCA into a ETF instead I'd have half a million dollars. It's not some interesting story ha

@talha-raja 10 ай бұрын

@@vvjp5732 stressful, time-consuming, and hard to analysis good business and so many factors involved in stock picking. you might end up losing a lot of money investing in individual stocks. try to take a look at a few graphs for individual stocks and you will understand it.

@jgonz69 8 ай бұрын

I have 2. AAPL and AMZN

@rexross1461 10 ай бұрын

So are you going to, would like to, or have, invested in overseas markets? How would your research as a dividend investor charge?

@TraceyEdwards 10 ай бұрын

I have in the past but the foreign tax was high so I didn’t continue with it. Dividends in Australia especially with the franking credits was a better option.

@grazynawolska8160 10 ай бұрын

I believe American gov charges 30% tax on their dividends to foreigners. 15% for Canadians as we get a discount. It's still pricey. Usually there are tax advantages to investing in domestic companies (franked in Australia, up to 50k income tax fee in Canada) etc.