4 investors, $100,000: 3 months in, who’s ahead? | Portfolio Challenge
4/16/202631 min
Markets started the year strong, then geopolitics hit. With war tensions, oil volatility, and rate expectations shifting fast, the portfolio challenge is already testing conviction. But the real game is what happens next. Will Bryce, Alec, Cam and Ally seek the relief rally or draw down deeper?
In this episode:
00:00 – The $25K portfolio challenge explained
00:39 – Meet the competitors (and one strategic absence?)
03:11 – Market update: rallies, war, and oil shocks
08:16 – Bryce’s portfolio: down 5.5% and betting on a rebound
13:59 – Cam’s portfolio: uranium pain, long-term conviction
20:15 – Ally’s portfolio: biggest losses and tech pivot
24:53 – Ren takes the lead (just) and shifts strategy
29:24 – Final portfolios locked for the next quarter
Stocks & ETFs mentioned:
Betashares Diversified All Growth ETF (ASX: DHHF), BHP (ASX: BHP), Betashares Japan ETF Currency Hedged (ASX: HJPN), Global X Uranium ETF (URNM), Betashares Global Copper Miners ETF (ASX: WIRE), Betashares NASDAQ 100 ETF (ASX: NDQ), Pro Medicus (ASX: PME), Macquarie Group (ASX: MQG), Betashares Geared Global Equity Fund (ASX: GHHF), Betashares Emerging Markets ETF (ASX: BEMG), REA Group (ASX: REA), Deep Yellow (ASX: DYL), Paladin Energy (ASX: PDN), Betashares Global Cybersecurity ETF (ASX: HACK), Betashares Global Defence ETF (ASX: ARMR), Betashares Asia Technology Tigers ETF (ASX: ASIA), Webjet (ASX: WEB), Betashares China Innovation ETF (ASX: DRGN), Betashares India Quality ETF (ASX: IIND), Sandfire Resources (ASX: SFR), Pilbara Minerals (ASX: PLS), Mineral Resources (ASX: MIN), Global X Energy Producers ETF (ASX: FUEL), 4DMedical (ASX: 4DX), Telix Pharmaceuticals (ASX: TLX)
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.
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Clips
Transcript preview
First 90 secondsAlec Renehan· Host0:00
[beep] Everything you're about to hear is for education and entertainment purposes only. Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equity Mates operates under Australian Financial Services License 540697.
Bryce Leske· Host0:15
[upbeat music] We've each invested $25,000 to see who can come out on top by the end of the year, and today we're gonna have a look at how we are going. Equity Mates. Welcome to Equity Mates, a show where we explore what's possible in the world of investing. If you've just joined us for the very first time, a massive welcome to our community. My name is Bryce, and as always, I'm joined by my equity buddy, Ren. How are you going?
Alec Renehan· Host0:35
I'm very good, Bryce. Very excited for this episode. As you said, the start of the year we were set the challenge, invest $25,000 across a core and satellite portfolio and see who wins. And it's not just you and I- No ... competing head-to-head. We have four contestants in this game. Unfortunately, one of them is out sick today.
Bryce Leske· Host0:54
Yes.
Alec Renehan· Host0:55
Um, so we will be- I don't know if it's, uh, by s- a strategic move or not, but, uh [laughs] [laughs] You reckon?
Cam Gleeson· Guest1:01
The shame of performance.
Bryce Leske· Host1:02
Yeah.
Alec Renehan· Host1:02
[laughs] [laughs] Yeah.
Cam Gleeson· Guest1:03
Yes.
Alec Renehan· Host1:03
We actually don't know who's losing.
Bryce Leske· Host1:05
No, we don't know yet.
Alec Renehan· Host1:05
But, um, maybe she knows, and that's why she's not here.
Bryce Leske· Host1:07
Yes.
Alec Renehan· Host1:07
So Ally Selby, we hope you get better soon. We will be talking about your portfolio today. You've given us the instructions. But Cam Gleeson, you haven't called in sick, we appreciate that.
Cam Gleeson· Guest1:17
Right.
Alec Renehan· Host1:17
Thanks for joining us again.
Cam Gleeson· Guest1:18
[laughs] Yeah, I guess so. I, I guess it's good to be here. We'll see how we go.
Bryce Leske· Host1:21
[laughs] We will see.
Alec Renehan· Host1:21
[laughs] Yeah. Now, Cam, you are a senior investment strategist here at Betashares. We'll talk about the portfolios, but I think we will also talk about what's