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Episode 23 | Should I just be investing in the S&P 500?
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In this episode, Aden and his guests dive into a common investment question: "Why not just stick to an S&P 500 ETF and a bond ETF?"
Featuring insights from Nick Menegola and Dr. Steve Garth, they explore the importance of diversification, balancing growth and defensive assets, and why investing in global markets—including Australian shares—can offer more stability and long-term success than focusing solely on the U.S. market.
- (04:14) Little wins of the week
- (06:33) Discussion on asset allocation and growth vs. defensive assets
- (07:46) International vs. Australian shares
- (12:21) Diversification and market cycles
- (15:55) Bond ETFs and fixed income investments
- (21:55) Final thoughts on asset allocation and investment strategy
Resouces:
Equity returns of developed markets graphic
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us [email protected].
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
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