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Market Update | Investment Lessons in the Last 100 Years

Market Update | Investment Lessons in the Last 100 Years

Released Thursday, 7th March 2024
Good episode? Give it some love!
Market Update | Investment Lessons in the Last 100 Years

Market Update | Investment Lessons in the Last 100 Years

Market Update | Investment Lessons in the Last 100 Years

Market Update | Investment Lessons in the Last 100 Years

Thursday, 7th March 2024
Good episode? Give it some love!
Rate Episode

In this episode, Candice and Felicity dive into the history books and look at the historical economic data from the past 100 years.


They uncover the lessons learnt for investors, looking at the risk-reward for equities, bonds and bills.


Make sure you listen right to the end as the ladies provide an update on their Growth Australian Model portfolio which has returned 10.27% p.a. since inception (September 20017) and which stocks make up the portfolio and what they are adding!


If you are interested in learning more about the Growth Australian Large Cap Model Portfolio, reach out to Candice and Felicity on:

[email protected]


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Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here


Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here


*****

In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me 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. 


*****

Talk Money To Me 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.


Talk Money To Me is part of the Acast Creator Network.

 


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

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