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Investment Mastermind Q2 2024

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Manage episode 411873032 series 2823358
Innehåll tillhandahållet av Rod Turner. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Rod Turner eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Our Quarterly Investment Mastermind with Manish Kataria and Adam Lawrence kicked off with a brief discussion on the performance of some of our previous investment picks and the current investment environment.

We then got onto our picks for this quarter.


If you haven't listened to one of these mastermind episodes before the premise is we each pick a stock, bond, ETF, REIT etc that we feel is good to invest in now and give the reasons why. The others then are given a chance to critique.


Manish chose an ETF that tracks the Russel 2000 ticker IWM https://www.ishares.com/us/products/239710/ishares-russell-2000-etf


I went with an ETF that tracks the FTSE 250 with ticker VMID https://www.vanguardinvestor.co.uk/investments/vanguard-ftse-250-ucits-etf-gbp-distributing/distributions


And Adam chose Dimensional Fund advisors uk value fund https://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=f0gbr04v7x


Manish also came in with a bonus pick of the stock BP https://www.bp.com/en/global/corporate/investors/share-price-tools/share-price-history.html


To find out the reasoning and critiques behind these investment picks please listen to the episode.

Please don't forget to like and subscribe/ follow the Rodcast


THIS IS NOT INVESTMENT ADVICE



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

  continue reading

110 episoder

Artwork
iconDela
 
Manage episode 411873032 series 2823358
Innehåll tillhandahållet av Rod Turner. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Rod Turner eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Our Quarterly Investment Mastermind with Manish Kataria and Adam Lawrence kicked off with a brief discussion on the performance of some of our previous investment picks and the current investment environment.

We then got onto our picks for this quarter.


If you haven't listened to one of these mastermind episodes before the premise is we each pick a stock, bond, ETF, REIT etc that we feel is good to invest in now and give the reasons why. The others then are given a chance to critique.


Manish chose an ETF that tracks the Russel 2000 ticker IWM https://www.ishares.com/us/products/239710/ishares-russell-2000-etf


I went with an ETF that tracks the FTSE 250 with ticker VMID https://www.vanguardinvestor.co.uk/investments/vanguard-ftse-250-ucits-etf-gbp-distributing/distributions


And Adam chose Dimensional Fund advisors uk value fund https://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=f0gbr04v7x


Manish also came in with a bonus pick of the stock BP https://www.bp.com/en/global/corporate/investors/share-price-tools/share-price-history.html


To find out the reasoning and critiques behind these investment picks please listen to the episode.

Please don't forget to like and subscribe/ follow the Rodcast


THIS IS NOT INVESTMENT ADVICE



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

  continue reading

110 episoder

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