“So probably about a 40% exposure. So like, $8,000… when you equal weight… you increase your exposure to those small or medium-sized companies.”

Australian Finance Podcast · Three core ETFs and one gold satellite for a $20,000 portfolio

Play from 13:11
13:11

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

Allocate 40% of a $20,000 portfolio ($8,000) to the VanEck Australian Equal Weight ETF (MBW) to capture mid-cap exposure

$8,000 (40% of $20,000)

Said nearby on the same subject

“‘These all-in-one ETFs do have a fairly heavy allocation to Australia… often like 35 to 40%… you can keep it as core but just don’t add Australian satellites.’”
MI
Matt Ingram
Equity Mates Investing Podcast ·
How they work 35-40% Australian allocation in typical all-in-one ETFs Share this moment
“The way that they work is that you invest, say it's $1,000 in a 2x leveraged index ETF. That gives you exposure to $2,000 of the index's daily returns.”
BF
Benjamin Felix
The Rational Reminder Podcast ·
Why it worked $1,000 investment → $2,000 exposure Share this moment
“He needs to go make another $20,000, $30,000, $40,000 a year with a career”
DR
Dave Ramsey
The Ramsey Show ·
Contrarian take $20,000-$40,000 Share this moment
“If you had an equal-weighted strategy, well, if things started to get out of whack, you want to get them back to equal-weighted.”
OA
Omar Aguilar
Masters in Business ·
How they work Share this moment

Moments like this, every Monday

The strongest new moments on your topics, in the speakers' own words. Free for three topics.

No card. No password. One-click unsubscribe.

Track a competitor?

Pro watches up to 25 names or phrases and emails you the morning after they are said.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.