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Is your portfolio diversified, or just complicated?
Jess is only five months into investing and she’s already got seven ETFs and a stock. What is each investment actually adding? She’s starting to think maybe she’s overcomplicated things…
Then community member Hamish sent in a question about whether it makes more sense to own one diversified ETF or build a portfolio from several ETFs. Jess took it as a sign to get back to basics.
So she sits down with financial adviser Glen Hare to unpack how to think about building an ETF portfolio, including
- How many ETFs is too many?
- How to spot overlap between ETFs
- What you gain, and give up, by keeping things simple
- Three example approaches: one diversified ETF, Australian + global ETFs, and a portfolio built across different regions
Chapters:
00:00:00 How Many ETFs?
00:03:38 Has Jess Overcomplicated?
00:08:07 All-In-One ETF Benefits
00:16:08 Avoiding ETF Overlap
00:24:54 Which Strategy Suits You?
00:32:48 The ETF Selection Checklist
ETFs Mentioned:
We talk about a handful of ETFs in this episode so here is a list, in order of appearance to help you follow along if you need it!
From Hamish’s Question:
Betashares Global Share ETF (ASX: BGBL)
Betashares Diversified All Growth ETF (ASX: DHHF)
iShares Core S&P 500 ETF (ASX: IVV)
Betashares Global Shares Ex US ETF (ASX: EXUS)
Vanguard FTSE Asia ex Japan Shares Index ETF (ASX: VAE)
From Jess Portfolio:
Betashares Global Share ETF (ASX: BGBL)
Betashares Wealthbuilder Global Geared Complex ETF (ASX: GGBL)
Betashares Australia 200 ETF (ASX: A200)
Betashares Wealthbuilder Aus200 Gear ETF (ASX: G200)
Betashares MSCI Emerging Markets Complex ETF (ASX: BEMG)
Global X AI Infrastructure ETF AUD (ASX: AINF)
Betashares Welathbuilder Nas100 Gear ETF (ASX: GNDQ)
Others:
Vanguard Diversified High Growth Index ETF (ASX: VDHG)
Vanguard Australian Shares Index ETF (ASX: VAS)
Vanguard Msci Index International Shares ETF (ASX: VGS)
Links mentioned in this episode:
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