Should I add active ETFs to my portfolio? I asked an adviser Titelbild

Should I add active ETFs to my portfolio? I asked an adviser

Should I add active ETFs to my portfolio? I asked an adviser

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Should Jess add an active manager to her passive portfolio?
After logging into her super and noticing that a portion is actively managed- it got her thinking, should she add active management outside of super too?
And she’s not the only one wondering, the equity mates facebook group had a lot to say on the matter!
Actively managed fund are now more accessible than ever- out of the 50 new ETFs listed on the ASX last financial year, 28 of them were active.
But what actually is an active ETF and How does it compare to a passive one?
Jess sat down with financial adviser Amie Baker to find out how active fits into a passive portfolio like Jess’.
Chapters:00:00:00 Active vs Passive Investing 00:03:24 How Passive ETFs Work 0:05:27 How Active Funds Work 00:09:29 What the Research Says 00:12:54 Diversifying Your Portfolio 00:17:33 Choosing Active Investments 00:21:00 Small Caps and Fund Performance 00:24:06 Building a Balanced Portfolio
Links mentioned in this episode:
Episode with Dave Allen talking about red flag system hereMorningstar Active Passive Barometer here
📩 Sign up to the Get Started Investing newsletter here📩 Share your investing story with us submit here🤳 Follow Jess’ investing journey on instagram at getstartedinvesting_Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
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Thanks to MLC for sponsoring this series and helping keep our content free.If you’re the type of person who spends weekends comparing ETF’s, keeps an eye on crypto, and never misses an episode of Equity Mates, here’s one investment you may be overlooking – your super.MLC knows it might not seem as exciting as picking your next investment, but thanks to tax advantages and decades of compound growth, it could end up being one of the hardest working investments you own. See how your super could be working harder with MLC at mlc.com.auDisclaimer: Products issued by NULIS Nominees (Australia) Ltd as trustee of MLC Super Fund. General information only. Read the PDS & TMD available at mlc.com.au and consider if it’s right for you.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence.Equity Mates Media operates under Australian Financial Services Licence 540697.
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