4 investors, $100,000: Who’s winning 6 months in? | Portfolio Challenge
Summary
Equitymates hosts Bryce and Ren check in on their BetaShares portfolio competition with guests Cam Gleason and Ali Selby. They review Q2 performance, discussing stock picks like ProMedicus and Megaport, and ETFs such as Asia Tech and cybersecurity funds. Ren leads the competition, having beaten the core DHHF benchmark, while Cam and Ali analyze their mixed results from recent trades.
Topics discussed
Introduction and BetaShares portfolio competition rules
Mid-year portfolio performance standings
Cam's portfolio review: Stock losses and ETF gains
Ren's portfolio review: Asian tech winners and 4DX struggles
BetaShares Direct sponsorship offer
Ali's portfolio review: Momentum plays and Webjet mistake
Bryce's winning portfolio: ProMedicus and copper bets
Satellite vs Core benchmark comparison and conclusion
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