Owen Rask and Billy Leung from Global X throw down the challenge to build two themed $100,000 ETF portfolios — one focused on AI infrastructure and the other on value investing — discussing long-term strategy, mistakes, lessons and the future of markets.

In this Australian Investors Podcast episode, your hosts discuss:
– The one investment Billy held the longest (and what it taught him)
– The most expensive mistake we’ve made as investors
– Two $100,000 themed ETF portfolios with a 5-year total return goal
– AI infrastructure vs value investing — which wins?

If you love learning about ETFs, long-term strategy and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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DISCLAIMER:

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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Billy Leung's $100,000 ETF portfolio