r/ausstocks

Was recently having a beer with some mates, and this topic came up.

We settled on Brainchip.

There were other contenders, but pound for pound no other stonk has managed to erode retail coin quite as spectacularly.

Oven only been investing in ETFs for about 8mo. When I first looked into them Game looked like a solid opportunity, but it’s the only one that’s stayed around -20% when it took a dive. I know there are cycles but it sounds like it’s a long term cycle… who’s keeping it and who’s sold it?

*Edit: NDQ not NQD :-D

Because of the new rule changes, SpaceX gets included into the NASDAQ 100 on July the 7th. I have a bit of cash to invest and I was holding off under the notion that SpaceX's IPO might trigger a resonance cascade and bring the whole Ai bubble down.

But as they say, the market can stay irrational longer than you can stay solvent.

Apparently the inclusion into the index is not going to cause much of a change in the index itself but will have more of an effect on SpaceX. Because of weighting SpaceX is only going to be about 1% of the index.

What would you do?

23M

I have a net worth of $110k.

I have been investing in growth stocks mostly based on them giving the best returns. Given the CGT changes, it’s no longer as tax effective to invest in these areas and the gap between growth and dividend investing becomes tighter regarding tax effective returns.

I’m now thinking of going transitioning over the next year into dividend Aussie blue chips to make the most of the last tax effective concept being franking credits.

Behind this I plan on traveling the world and if I kept my income on paper low it would make sense.

The only growth investment I would have is in super, maybe some pre tax contributions but mostly employer only.

Why isn’t this better given dividends is cash now for my travels rather then growth investing which is no longer as effective

Hi everyone,

27(m)

I’ve been investing in ETFs for the past 5 years.

My current portfolio is:

VAS/VGS (30/70 split) – $100k total

VSO – $10k (I no longer contribute to this)

Going forward, I only plan to invest in VAS and VGS, but I’m considering adding VGE for emerging markets exposure at around 10% of my portfolio.

Would you sell VSO and use those funds to buy VGE, or keep VSO and simply start allocating new investments across VAS, VGS, and VGE?

Interested to hear your thoughts. Thanks!

I invested once like 4k AUD into some stocks and first I had to convert AUD to USD which at the end it came out to maybe 3.8k AUD in usable USD on Interactive Brokers. I hear people always say to DCA into stocks but how do I do it in the most cost effective way with losing as little value in my initial investment from adding AUD funds to converting it to USD and then using it to buy stocks. What is a good amount to DCA into like 1-2 stocks and how often. I can try to do it weekly or monthly, but what is better in terms of losing my initial added funds to the final buy of shares. I can do maybe $500 AUD max, either weekly or $2000 max monthly.

Please use this monthly thread to discuss your portfolio, learn about others' portfolios, and help out users by giving constructive criticism.

As usual, please don't just list the names of stocks (or ask 'what do you think'), try to elaborate with your thoughts on the companies or news. Writing the tickers in bold is nice, to make it easier for people skimming the thread to pick out the names. Please ensure you include the percentage each ticker takes up your portfolio.

If you want more 'in-depth discussion', by all means, feel free to open up a new thread, this is merely to facilitate briefer 'chats'.

This thread will post monthly at the end of each month, depending on user feedback we may make it quarterly.

x post from r/asx. Some of you may remember the list I posted a couple of days ago. Many of you pointed out errors in the returns, and the flat out non-existance of some ETFs that should exist in the list. Anyway, I believe the numbers are good;

Code	Name	Yield	1Y Return	3Y Return	5Y Return	10Y Return	AUM
GDX	VanEck Investments Limited - VanEck Vectors Gold Miners ETF	0.5	45.369	39.105	22.156	12.968	A$651m
FANG	ETFs Fang+ ETF	4.79	9.289	28.338	20.848	0	A$1.7b
IKO	iShares MSCI South Korea ETF	0.48	164.945	47.167	20.652	17.565	A$128m
HJPN	BetaShares Japan ETF - Currency Hedged	0.49	62.022	28.8	20.584	17.361	A$146m
MNRS	BetaShares Global Gold Miners ETF - Currency Hedged	0.19	57.088	40.725	19.233	0	A$86m
BNKS	BetaShares Global Banks ETF - Currency Hedged	0.81	46.599	36.405	18.677	0	A$71m
VLUE	Vaneck Vectors Msci International Value Etf	2.43	54.073	27.007	18.331	0	A$582m
NDQ	BetaShares NASDAQ 100 ETF	0.79	26.833	24.646	18.11	22.667	A$5.2b
IOO	iShares International Equity ETFs - iShares Global 100 ETF	1.02	21.334	21.168	17.196	17.226	A$4.5b
EMKT	VanEck Vectors MSCI Multifactor Emerging Markets Equity ETF	2.25	47.475	29.31	16.822	0	A$97m
ACDC	ETFS Battery Tech & Lithium ETF	0.72	93.393	21.722	16.246	0	A$502m
QAU	BetaShares Gold Bullion ETF - Currency Hedged	1.25	21.974	26.674	15.897	9.943	A$768m
ASIA	Betashares Capital Ltd - Asia Technology Tigers Etf	0.43	95.346	47.083	15.779	0	A$677m
FUEL	BetaShares Global Energy Companies ETF - Currency Hedged	1.1	33.027	15.279	15.295	7.779	A$185m
SPY	SPDR S&P 500 ETF Trust	1.13	15.036	19.163	15.003	16.259	A$326m
IVV	iShares S&P 500 ETF	0.97	14.765	19.046	14.976	16.236	A$11.3b
GGUS	BetaShares Geared U.S. Equity Fund - Currency Hedged	0.001	43.708	31.783	14.588	22.736	A$20m
IHOO	iShares Global 100 AUD Hedged ETF	0.62	30.019	21.739	14.425	15.91	A$525m
IAA	iShares International Equity ETFs - iShares Asia 50 ETF	2.08	74.808	36.13	14.402	16.043	A$881m
VTS	Vanguard US Total Market Shares Index ETF	1.17	15.257	19.257	14.063	15.952	A$5.7b
HACK	BetaShares Global Cybersecurity ETF	2.66	4.241	21.564	14.027	0	A$1.7b
IWLD	iShares Core MSCI World Ex Australia ESG Leaders ETF	1.19	13.819	17.702	13.785	14.028	A$1.1b
HNDQ	BetaShares NASDAQ 100 ETF - Currency Hedged	1.46	33.24	24.09	13.747	0	A$946m
MVR	VanEck Vectors Australian Resources ETF	2.27	46.603	11.616	13.664	15.007	A$425m
VVLU	Vanguard Global Value Equity Active ETF (Managed Fund)	6.08	19.502	18.394	13.559	0	A$629m

okay, so what was wrong last time? Last time I was getting the returns from my provider. This time I'm calculating the returns from first principals. u/Itchy_Journalist_175 pointed out that I can calculate what I need from the price data (of course you can, I'm an idiot).

I've checked a few against the reported results from the ETF manager reports directly, and they're basically bang on. The results can be a fraction of a percent off, because it depends on exactly when they grabbed the price. From what I can gather returns are updated at least monthly and the end of month closing price is used.

I welcome the finding of errors!

Purchased $1000 of RCKT shares just before space x went public.
Bought at $15, it’s been dropping ever since.
Hold?
Sell?
I’m down nearly $300 and thinking I’ll cut my losses.

Seems the space x didn’t make any improvement at all

I've had 3 communications from commbank with information about the ability for commsec users to buy into spacex.

Here's a link to one video from a lady who has done alot of research into it & how structurally bad if not outright fraudulent it is.

https://www.instagram.com/reel/DZsKfVdInuh/?igsh=MTZmNzJ1eGRhcHJzbg==

I hope more people see it, avoid it & the index funds that have been legally required to buy stocks in it.