Investopoly
Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
Investopoly
Ep 340: How to invest in the share market in 2025: index funds, managed funds, or direct shares?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.
Read full blog here.
In this episode, Stuart explores the best strategies for investing in the share market in 2025, comparing index funds, managed funds, and direct shares. Backed by data from the S&P Dow Jones SPIVA report, Stuart explains why evidence-based, rules-driven strategies consistently outperform active management. He also unpacks the dominance of large-cap stocks in 2024, the risks of growth-focused portfolios, and the potential of alternative index strategies like equal-weight and value-tilted funds. Whether you're a seasoned investor or just starting out, this episode is packed with practical tips to help you build a diversified, long-term portfolio.
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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.