Get Started Investing

It's time in this series introduce the world of single stock investing- finding and investing in great companies through the stock market.

We’re cranking the investing lessons up a notch and going beyond the basics of ETFs.

So how you find a good company to invest in? What do you need to look for? and where?

You've probably heard legends of everyday people who invested in the early days of Apple or Microsoft and made millions. It might not always be as flashy as those tales- but investing in companies through the stock market can be a powerful way to build wealth and we think a great way to learn about the world around you.

In this episode you'll learn:
Why invest in companies?
Three ways to narrow down your choices
4 steps to find a great company
Key tips when buying individual companies

Links referenced:
Download our free 4-step stock checklist

Other resources we mentioned: https://www.reddit.com/r/SecurityAnalysis/, TIKR, GuruFocus, quartr

This is Part 9 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

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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.

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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.

What is a portfolio? And how do you create one?

Essentially it’s a collection of investments. The financial products you invest in, make up your portfolio.

Importantly, it shouldn’t be random- there are simple principles guide building a portfolio. All to make sure it actually works for you and your goals.

In this episode you will learn:
· What is a portfolio?
· What to think about: goal, time horizon, risk tolerance
· The importance of diversification
· How we approach our portfolios: Core & Satellite
· Other ways to construct a portfolio

This is Part 8 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.

Chapters:
00:00 Setting a Portfolio Goal
04:02 Time Horizon
06:22 Risk Tolerance
08:22 Importance of Diversification
11:01 Core and Satellite
13:26 Other Ways to Build Portfolios
15:20 What is Rebalancing
17:01 Make it Easy For Yourself

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

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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.

Introducing the simple investor’s best friend… the index ETF.

You don’t have to be an expert on financial markets to be an investor. In fact, it’s arguably easier today than it’s ever been to invest and most of that is thanks to our friend; index ETFs.

In this episode you will learn:
What we would buy if we were starting again today
What is an index
Different indexes around the world
How you can buy an index: ETFs
Why an index is all you need

Chapters:

This is Part 7 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

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.

Once you’ve decided what to invest in, how do you actually make an investment?

If you're investing outside of superannuation, you’ll need to use a broker.

But which broker should you use? It’s one of the most frequent questions we get from people starting their investing journey.

There are so many of them available, it can be hard to know where to start. But no need to stress, that’s why we’re here and making this series!

In this episode you’ll learn:
· The two ways every person can invest
· What is a broker?
· The 4 factors we use when choosing a broker (and why they matter):
· Which brokers we use

This is Part 6 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.

Chapters:
00:00:00 The First Choice Every Investor Makes
00:02:21 Super Or Outside: Your Two Options
00:05:05 Why You Need A Broker
00:06:41 The Four Broker Rules We Use
00:11:20 Avoid Dodgy Fees And Products
00:15:40 Brokers That Tick The Boxes

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

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.

You can invest in all kinds of things through the stock market.

You might have heard a few of them thrown around like; Stocks, Bonds or Property. They’re called different Assets or Asset Classes.

So how choose which is right for you and how do these assets make you money?

That’s what we’ll cover in part 5 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.

You will learn:
· What is an investable asset?
· The most common forms of investments
· How you can access them all through the stock market
· How do you actually make money from any of these assets? (2 ways)
· Why we prefer stocks over all the other assets

This is Part 5 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.

Chapters
00:00:00 What Is An Investable Asset?
00:02:15 The Four Most Common Investments
00:04:53 ETFs are like Bundles
00:06:31 Two Ways Investments Make Money
00:07:47 Investing Versus Speculating

The Seth Klarman Clip at 7:42 is from 'Margin of Safety' on the Active Investor Magazine YouTube Channel, 14 Feb 2025.

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

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.