Wealth of Experience

Boost dividend income, free investing, managing stars | 20 Sep 2023

September 20, 2023 Firstlinks and Morningstar
Wealth of Experience
Boost dividend income, free investing, managing stars | 20 Sep 2023
Show Notes Chapter Markers

Season 2, Episode 8

Special guest Rudi Minbatiwala, Head of Equity Income at First Sentier, explains why he thinks buying high-yield, dividend-paying stocks is a flawed way to get consistent income from the ASX. He reckons there are better strategies , which he runs through today.

For a different perspective on the investment world, our other special guest is Anne Marie Bernard, the senior director of HR at MFS Investment Management. Anne Marie tells us of the best ways that investment firms can incentivize fund managers, how to prevent star stockpickers from jumping ship, and how the concept of reverse mentoring can help fund managers keep on top of the latest industries like artificial intelligence. 

As usual, Firstlinks’ Managing Editor, Graham Hand, also joins us, this time to go through the ways that investors nowadays can invest for free, or at least close to free. We discuss ETFs, listed investment companies, robo advice, and much more.

Morningstar's Peter Warnes is having a well-earned break and will be back with us for the next episode.

Graham Hand - how funds have become more accessible
Graham Hand - importance of costs when investing in a fund
Graham Hand - best ways to invest for almost free
Graham Hand - Robo advice
Graham Hand - Listed Investment Companies
Graham Hand - building a portfolio of funds
Graham Hand - other costs when investing in funds
Rudi Minbatiwala - his equity income approach
Rudi Minbatiwala - how it differs from other equity income funds
Rudi Minbatiwala - buy write strategy
Rudi Minbatiwala - buying quality companies that can grow earnings
Rudi Minbatiwala - selling call options
Rudi Minbatiwala - realestate.com.au
Rudi Minbatiwala - an equity fund that replicates 70/30
Rudi Minbatiwala - what's wrong with the traditional approach to dividend income
Rudi Minbatiwala - owning WiseTech & Xero
Rudi Minbatiwala - best balancing retiree income needs
Anne Marie Bernard - career background
Anne Marie Bernard - fostering culture
Anne Marie Bernard - culture not just renumeration
Anne Marie Bernard - what can jeopardise culture
Anne Marie Bernard - defining culture
Anne Marie Bernard - renumeration issues
Anne Marie Bernard - identifying individuals adding value
Anne Marie Bernard - dealing with star stockpickers
Anne Marie Bernard - succession planning
Anne Marie Bernard - 'reverse mentoring' to help different age groups connect