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2020 vs 2025: how our portfolios have changed

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Manage episode 482295318 series 2585921
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

“What was I thinking?” “A shit show to be honest”,


The last 5 years have been a wild ride in markets. Our portfolios tell that story. Today we directly compare our what our portfolios looked like in 2020 vs today in 2025 to see: how much we’ve learnt, the biggest position changes and whether we really practice what we preach?


We cover:

- A full breakdown of every holding in our 2020 core AND satellite portfolios

- How that compares to our 2025 holdings

- What asset allocations have changed the most and why

- Our biggest holding, allocation or strategy change from 2020 to 2025


Resources:

📝 Want to know how to invest in great stocks? Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly)


Links Referenced:

📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!


💰 Want your budget to work harder for you? Have your budget improved by an expert, live on the show, in our new series Boost My Budget. 👉 Apply here under 'Show Segments'


🎥 We're on YouTube! Watch full episodes on our new Get Started Investing YouTube channel Subscribe here


—------

Want more Equity Mates?

Sign up to our daily news email

Listen to our original podcast: Equity Mates Investing (Apple | Spotify)

Pick up our books: Get Started Investing and Don’t Stress, Just Invest

Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Get Started 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.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

339 episodes

Artwork
iconShare
 
Manage episode 482295318 series 2585921
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

“What was I thinking?” “A shit show to be honest”,


The last 5 years have been a wild ride in markets. Our portfolios tell that story. Today we directly compare our what our portfolios looked like in 2020 vs today in 2025 to see: how much we’ve learnt, the biggest position changes and whether we really practice what we preach?


We cover:

- A full breakdown of every holding in our 2020 core AND satellite portfolios

- How that compares to our 2025 holdings

- What asset allocations have changed the most and why

- Our biggest holding, allocation or strategy change from 2020 to 2025


Resources:

📝 Want to know how to invest in great stocks? Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly)


Links Referenced:

📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!


💰 Want your budget to work harder for you? Have your budget improved by an expert, live on the show, in our new series Boost My Budget. 👉 Apply here under 'Show Segments'


🎥 We're on YouTube! Watch full episodes on our new Get Started Investing YouTube channel Subscribe here


—------

Want more Equity Mates?

Sign up to our daily news email

Listen to our original podcast: Equity Mates Investing (Apple | Spotify)

Pick up our books: Get Started Investing and Don’t Stress, Just Invest

Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Get Started 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.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

339 episodes

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