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Podcast: Australian Investors Podcast
Episode: Portfolio construction essentials – roundtable with Jamie Nemtsas & Drew Meredith
Description: 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...