Part 1/5 of the Passive Income series on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP.
Owen and Drew discuss how to build a diversified portfolio from scratch, whether a 4% portfolio income yield is still achievable and more.
Topics:
Topics covered in Part 1 include:
Balancing capital growth versus dividend income
How tax works on:
Blue-chip shares
Managed funds
ETFs
Superannuation
Investment property
Historical returns (over various timeframes)
Australian equities - 9-10% per year, half from income
Australian property - 9-10% per year, ~2% from income
Bonds - currently yielding 3.5%, up below 1% a year ago
Diversified portfolios - 7-10% in the past is now 4-6%
Strategic Asset Allocation (SAA) and diversifying your portfolio
Sniff test:
Direct stocks
LICs
REITs
Residential property
Commercial
Crypto
Managed funds
ETFs
Drew's "growth alternatives" bucket
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Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
**DISCLAIMER**: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
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Date recorded: 9th of June 2022
9 июн 2022