A professional investor teaches me how to pick stocks | Jess Gets Investing
6/8/202641 min
Jess wants to venture beyond ETFs to the world of stocks. Eeek- intimidating!
After deciding to set up a Core-Satellite portfolio, she is keen to explore adding some individual companies to the Satellite.
But she’s never bought a stock before, let alone analysed a company. So where on earth should she begin?
Who better to answer that then a professional investor who picks stocks for a living.
Anna Milne, Deputy Portfolio Manager at Wilson Asset Management joins to the show to teach Jess what an absolute beginner needs to know about buying stocks - things like:
- How to find stock ideas and start researching a company
- Where to find the information you need
- The Red & Green flags to look when deciding if it’s a good investment
- When is the right time to buy a stock
- Mistakes to avoid
- AND Anna shares a stock idea for Jess to consider!
Plus - Jess meets a community member who’ll be a familiar face to any AFL fans- Chad Warner from the Sydney Swans. They chat about how he caught the stock picking bug and what he has in his portfolio.
Chapters:
00:00:00
Links mentioned in this episode:
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Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings)
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Clips
Transcript preview
First 90 secondsSpeaker 10:00
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Speaker 20:33
[gentle music] 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.
Jess· Host0:51
I want to pick stocks, but where on earth [laughs] do I begin? Anyone can tell you what to buy, but how do you actually learn how to pick stocks for yourself? Well, in this episode, I asked a professional investor to sit down and teach me.
Speaker 21:03
[air whooshing] This episode is brought to you by Betashares Direct.
Jess· Host1:07
[air whooshing] Welcome back to Get Started Investing, a show that helps you make the most of your money. I'm Jess, and in this series, I'm getting invested from scratch. In the last episode, I worked out how I wanna structure my portfolio. I'm gonna be using the core and satellite approach. ETFs are gonna make up the core of my investing strategy, and I'm curious about how owning individual companies can make up the part of my satellite.