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Portfolio construction essentials – roundtable with Jamie Nemtsas & Drew Meredith

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Portfolio construction essentials – roundtable with Jamie Nemtsas & Drew Meredith

This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement.
Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss:

  • How risk profiles inform your framework
  • Strategic Asset Allocation (SAA)
  • Tactical Asset Allocation (TAA)
  • Investment Policy Statements (IPS)
  • Rules for hedging, rebalancing and administration

This is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more.

Owen’s resources

Interview recorded: Friday April 9th, 2021.

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Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 35,000+ Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Like our podcast?
Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start?
We can help.
Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.