Season 2, Episode 2

 The Property Equation

Tony answers some questions from listener Jamie in Perth about he views having a balance between property and shares in his portfolio.

He also talks about a couple of investing books he’s been reading (“The Man Who Solved the Market” and “What it Takes”).

And in our Club edition we analyse BSL – Bluescope Steel.

 

 

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Related

S03E42 – Boring Is Beautiful

We start off talking about our Year One result for the QAV portfolio. Is 6.3% a good result in the current market? Questions this week include topics about how quickly Tony sells once a stock breaches its sell line; CCP’s price drop; Macquarie Group’s (MQG) profit hit; whether or not Tony went to 100% cash after COVID; what to do when half of your buy list have negative sentiment; and the Alacer Gold and SSR Mining merger.

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