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.
IF YOU WANT TO GET THE MOST OUT OF THE SHOW & LISTEN TO A MULTI-MILLIONAIRE INVESTOR TALK TO YOU ABOUT HOW HE THINKS ABOUT STOCKS FOR A FULL HOUR EVERY WEEK….
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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.