Particle Data Platform

Too many ETFs to choose from? Here’s how to pick | Jess Gets Investing

5/11/202624 min

Jess wants to start investing using ETFs. Small problem - there are hundreds on the Australian market - how is she supposed to choose which to invest in?

Not to worry, Shani Jayamanne, ETF expert and Investment Specialist at Morningstar joins Jess to explain in simple terms:

  • What ETFs actually are and how they work.
  • How to choose ETFs (including fees, allocation, holdings- explained).
  • The biggest mistakes beginners make with ETFs and how to avoid them.

Plus Jess catches up with a long time listener of the show, Cooper, to hear how he got started with ETFs and has used them to revamp his portfolio along the way.

Chapters:

00:00 Why ETFs Feel So Confusing

00:03:00 The Easiest Way To Understand ETFs

00:06:30 Cut Through Thousands Of Options

00:10:30 Build A Portfolio That Hits Your Goal

00:15:30 The Cost Mistake To Avoid Early

00:19:30 What A Real Beginner Actually Did

Links Mentioned in this episode:

🔍 Shani's Articles - the 3 ETF Portfolio and this report about fees

📩 Sign up to the Get Started Investing newsletter here

📩 Share your investing story with us Submit here

🎟️ FinFest tickets - Register for early bird here

Want to hear more from Shani? She’s written a book! Check out ‘Invest Your Way’ here. Or browse all her Morningstar articles here

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct

Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of 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/direct, 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.

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Get Started Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.


Hosted on Acast. See acast.com/privacy for more information.

Clips

Transcript preview

First 90 seconds
  1. Speaker 10:00

    [electronic 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.

  2. Speaker 20:15

    [upbeat jingle] Big weekends are on at Circle K. [crowd cheering] From May 14th to 18th, get a Red Bull four-pack for 8.99, a 24-pack of Circle K water for 3.99, and two bags of Lay's, Doritos, Cheetos, Tostitos, and Ruffles for $5. [packet crunching] Ah. So grab your big weekend buddy and come on in for Red Bull four-packs at 8.99, a 24-pack of Circle K water for 3.99, and two bags of Lay's, Doritos, Cheetos, Tostitos, and Ruffles for $5. Circle K makes your day.

  3. Jess· Host0:46

    [upbeat jingle] There are over 400 ETFs listed in Australia and over 4,000 in the US. How on earth do you actually choose what to invest in? I sat down with an ETF expert to find out exactly which ones a beginner should look at when they're starting out.

  4. Speaker 11:03

    [upbeat music] This episode is brought to you by Betashares Direct.

  5. Jess· Host1:07

    Hello, and 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 sat down with financial advisor Glenn. He suggested I start my investing journey with ETFs. So today we tackle how to choose which ones to start with. I'm gonna be chatting to Shani Jayamani, investment specialist for Morningstar.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click "Accept All" to consent, or "Decline non-essential" to opt out of non-essential cookies. Read our Privacy Policy.