Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep?
As investors grapple with these questions, Vince shares his thoughts on:
- Sectors that offer relative value in the current environment
- How to look through the challenges of lockdowns and border closures to focus on business quality
- Where to find rich dividends, and
- What to avoid in building a long term portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.