In this video I call out some key themes from AFIC’s Mid Year (HY22) update on their portfolio. I picked up some key things around ESG Investing, Woodside, JB Hi-Fi and their view of lithium and rare earth miners. Sign up to my newsletter: https://sanjee.substack.com
Time stamps:
0:00 - Intro
0:52 - HY22 Results Overview
1:38 -Premium Discount Check
2:32 - AFIC Performance Results
4:22 - AFIC vs VAS vs A200 etc
4:52 - AFIC Portfolio change
5:39 - AFIC and Woodside
6:19 - AFIC and JB-HiFi
7:28 - AFIC and ESG
9:02 - AFIC and Voting with your money
9:40 - AFIC and Transparency
10:10 - BetaShares and Voting Transparency Example
11:00 - AFIC Q&A
11:40 - AFIC and Rare Earth and Lithium miners
Disclaimer:
The information provided in this video is general in nature only and does not constitute personal financial advice. You should also consider seeking the advice of an investment advisor who holds an Australian financial services (AFS) licence or is a representative of an AFS licensee. Be sure to work with someone who understands your investment objectives and tolerance for risk. Your investment advisor should understand these products, be able to explain whether or how they fit with your objectives, and be willing to monitor your investment alongside you. There are some Amazon Affiliate links above - if you purchase from there, at no additional cost to you, I will earn a small commission for each sale.