Almost all of the profit growth and share price appreciation in 2023 has come from a small group of US tech stocks. Join us in this week's podcast as Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr dive into this topic.
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Nucleus Wealth is an Australian Investment & Superannuation manager that can help you reach your financial goals through transparent, low-cost, ethically tailored portfolios. To find out more head to Nucleus Wealth Website.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
Responsible Investing Disclaimer
Nucleus Wealth offers all investors the option to tailor their investment portfolios according to the investor’s own brand of personal ethics. While Nucleus Wealth maintains ethical standards of integrity, honesty and reliability, it does not seek to impose these on its investors. Rather, Nucleus Wealth offers investors a system of investment that incorporates three core strategies: (i) customisable; (ii) transparent; and (iii) safe. Within this, investors are given the ability to customise their investments insofar as it aligns with their ethical preferences, rather than that of the fund manager, by using screens and tilts. Once the investor’s portfolio has been adjusted, Nucleus Wealth provides the investor with a company profile, access to performance dashboards and detailed monthly performance reports of each company within the investor’s portfolio to further inform the investor on their investment decision and the company’s ethical standing as it aligns with the screens and tilts opted for. Nucleus Wealth utilises a number of domestic and international sources to identify whether companies from particular countries or sectors fall within the categories of screens and tilts which the investor may choose to apply. While Nucleus Wealth undertakes its own fundamental analysis on each company, there is also the risk that investors could reach a different conclusion to Nucleus Wealth on whether a company falls within the frame of responsible filters being applied. For more information visit Nucleus Wealth's responsibility-related statements.
Ep. 342: NVIDIA Result - Bellwether For The AI Boom? | Nucleus Investment Insights
Ep. 341: Market Volatility. Is it Over? | Nucleus Investment Insights
Ep. 340: Will Australia Raise Interest Rates While The Rest Of The World Cuts? | Nucleus Investment Insights
Ep. 339: Is AI A Bust After All? | Nucleus Investment Insights
Ep. 338: Another Look At A Trump Presidency | Nucleus Investment Insights
Ep. 337: Valuation Round-Up | Nucleus Investment Insights
Rapid Insights Ep. 10: Are we heading for Tech Boom 2.0?
Ep. 336: China Stimulus: Oasis or Mirage? | Nucleus Investment Insights
Ep. 335: Tech Boom 2.0? | Nucleus Investment Insights
Rapid Insights Ep. 9: The One NVIDIA Question That Matters
Rapid Insights Ep. 8: Why I Was Wrong About NVIDIA
Ep. 334 Oil On Troubled Waters | Nucleus Investment Insights
Ep. 333 Metals Mania | Nucleus Investment Insights
Ep. 332 Practical Finance: Pay Mortgage or Super? Setting Up Kid's Accounts | Nucleus Investment Insights
Ep. 331 The Inflation Rollercoaster: Is There Another Drop? | Nucleus Investment Insights
Ep. 330 Powering Progress: Navigating the Semiconductor Sector's Transformation | Nucleus Investment Insights
Ep. 329 Will The RBA Panic and Hike Interest Rates? | Nucleus Investment Insights
HD Remastered Replay: The World of Ethical Investing | Nucleus Investment Insights
Ep. 328 War, Oil and Inflation | Nucleus Investment Insights
Rapid Insights Ep.7: The Hidden Costs of High Dividend Yields
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