Why Shares Are the Most Active and Emotional Asset in Your Portfolio
Listen to Wealth Coffee Chats Podcast Now
In today’s Wealth Coffee Chat, Alex breaks down the dynamic world of equities—also known as shares—and why they’re considered the most active asset class in your portfolio. From global diversification and blue-chip stocks to index funds and franking credits, discover how this high-risk, high-reward asset class can fast-track your wealth-building journey. Learn the key distinctions between direct equities, managed funds, and the hidden exposures within your super fund. Whether you’re a seasoned investor or just starting out, this episode helps demystify one of the most talked-about investment vehicles in today’s market.
🎥Chapters:
00:05 – Welcome and housekeeping from the Positive team
03:30 – Introduction to equities as an asset class
04:23 – What are shares? Why they’re so popular and emotional
07:25 – How to invest: direct shares vs. managed funds vs. index funds
09:44 – Small caps vs. blue chips: risk, volatility, and examples
11:22 – Equities in your super: what’s really inside “Balanced” or “Growth”
14:17 – Dividends and franking credits explained simply
16:34 – Global equity exposure and diversification opportunities
17:21 – Summary and what’s next in the asset allocation series
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