In this episode of The Purposeful Investor, Aden and his guests dive into a common investment question: “Why not just stick to an S&P 500 ETF and a bond ETF?”
Featuring insights from Nick Menegola and Dr. Steve Garth, they explore the importance of diversification, balancing growth and defensive assets, and why investing in global markets—including Australian shares—can offer more stability and long-term success than focusing solely on the U.S. market.
Whether you’re new to investing or a seasoned pro, this episode will help you think more strategically about your portfolio.
- 00:00 Introduction and guest introductions
- 04:14 Little wins of the week
- 06:33 Discussion on asset allocation and growth vs. defensive assets
- 07:46 International vs. Australian shares
- 12:21 Diversification and market cycles
- 15:55 Bond ETFs and fixed income investments
- 21:55 Final thoughts on asset allocation and investment strategy
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