News and Insights - Evergreen Financial Advisers Townsville | For Small Business Owners, Families and Veterans

New Episode - Shares, Real estate, Bonds, and Managed Funds: Building Your Portfolio

19/5/2025

In the newest episode of Not Another Finance Podcast! Jessie and Yannick will begin exploring traditional investment types and how to use them to build a diversified portfolio.

Topics they’ll cover include:

Defensive vs growth: savings vs RE or shares.
How shares work and why they’re the foundation of most portfolios.
Capital growth, dividends, company performance.
Share market hype: doesn’t always reflect value of company.
How super uses shares for growth in a portfolio.
Managed/mutual funds vs. ETFs and Index’s: Which is better for your strategy?
Bonds: What they are and how they fit into a balanced portfolio?
Treasury/ govt and corporate bonds.
Ratings of bonds, high bond or interest rates, are they risky?
The importance of diversification in reducing risk.

Not Another Finance Podcast! will release a new episode every Monday for the next two weeks.

02 June 2025 - Other (alt)Investments: Crypto, and Beyond

09 June 2025 - Buying into various assets: How do I get started?

Streaming now on Spotify and Youtube!

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Evergreen Financial Advisers
50 Charters Towers Road Hermit Park Qld 4812
Tel 07 4766 9688
Email [email protected]
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