In this episode of the Australian Investors Podcast, Owen Rask and Drew Meredith tackle a question that would spook plenty of income investors: what should you do if your shares land on the most shorted list?

That opens a broader discussion about dividend traps, earnings risk and whether a big yield is actually a warning sign. The pair also dig into recent results from Tesla, Microsoft, American Express and Lululemon, and what those numbers may be saying about spending, margins, capital investment and market expectations.

Topics covered

- The most shorted ASX shares and dividend trap risk

- Tesla, Microsoft, American Express and Lululemon results

- Passive income ETF portfolios and why total return still matters

- When high yield becomes a warning sign for investors

- Property, CGT and shifting capital into ETFs

The back half of the episode turns practical, with Owen and Drew unpacking passive income ETF portfolios, liquidity, and how investors can think about income and diversification when cash rates are no longer near zero. They also tackle the CGT trade-off many Australians face when deciding whether to keep holding property or rotate some capital into ETFs.

Resources for this episode

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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. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group Pty Ltd is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg

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Help! My shares are being shorted! Plus, Tesla, Microsoft and passive income ETFs