How to Build a Share Portfolio Like a Professional Wealth Manager

with so many low-cost ETFs available, there has been an evolution in professional portfolio construction with a move towards an ETF-based core/satellite approach.

In the past share market investors built their portfolios with individual stocks with a bias toward bluechip banking and mining companies. But today with so many low-cost ETFs available, there has been an evolution in professional portfolio construction with a move towards an ETF-based core/satellite approach.

The core component targets the average share market return through low-cost ETFs while the satellite component tries to outperform the market with 5 to 10-year themes. We cover how many ETFs to include, which ETFs to consider, and when to review, adjust and sell.

In today's show, we also cover: proposed changes to tax in superannuation and capital gains, how the EV Discount Bill can result in a 47 percent tax deduction on your car, how to reduce the interest rate on your SMSF loan and should 'equal weight' ETFs be considered in a portfolio?


Accountant Timothy Ricardo from Bishop Collins Chartered Accountants joins James Gerrard founder of www.financialadvisor.com.au on today's show

In the past share market investors built their portfolios with individual stocks with a bias toward bluechip banking and mining companies. But today with so many low-cost ETFs available, there has been an evolution in professional portfolio construction with a move towards an ETF-based core/satellite approach. The core component targets the average share market return through low-cost ETFs while the satellite component tries to outperform the market with 5 to 10-year themes. We cover how many ETFs to include, which ETFs to consider, and when to review, adjust and sell. In today's show, we also cover: proposed changes to tax in superannuation and capital gains, how the EV Discount Bill can result in a 47 percent tax deduction on your car, how to reduce the interest rate on your SMSF loan and should 'equal weight' ETFs be considered in a portfolio?
 Accountant Timothy Ricardo from Bishop Collins Chartered Accountants joins James Gerrard founder of <a href="https://urldefense.com/v3/__http://www.financialadvisor.com.au/__;!!F0Stn7g!G2pxNHaaGtPO_sEiWagybbgtXGb7MKZFCcGYFhg4l18Zbi8PyKzSaJspcbawtBR7iLpomu3c5c2uNBHfhAtRFggX$" data-saferedirecturl="https://www.google.com/url?q=https://urldefense.com/v3/__http://www.financialadvisor.com.au/__;!!F0Stn7g!G2pxNHaaGtPO_sEiWagybbgtXGb7MKZFCcGYFhg4l18Zbi8PyKzSaJspcbawtBR7iLpomu3c5c2uNBHfhAtRFggX$&amp;source=gmail&amp;ust=1694757685540000&amp;usg=AOvVaw3I-ppE2gfux0GXieDEnI_F">www.financialadvisor.com.au</a> on today's show

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

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