<p>Four portfolios. One year to prove who can actually beat the market.</p><br><p>In this kickoff episode, Bryce and Ren are joined by <strong>Cam Gleeson (Betashares)</strong> and <strong>Ally Selby (Equity Mates)</strong> to lock in the rules and reveal their first portfolios from uranium + copper to Japan hedged, defence, cybersecurity, and a big swing at Asia tech + India.</p><br><p>In this episode:</p><p><strong>00:29</strong> The challenge begins</p><p><strong>02:29</strong> The rules</p><p><strong>03:13</strong> The shared core: DHHF (all-growth, global diversification)</p><p><strong>04:50</strong> Bryce’s Portfolio</p><p><strong>10:05</strong> Ally's Portfolio</p><p><strong>14:49</strong> Cam’s Portfolio</p><p><strong>20:31</strong> Ren’s Portfolio</p><p><strong>23:22</strong> How to follow along &amp; what's next</p><br><p><em>Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at </em><a href="http://www.betashares.com.au" rel="noopener noreferrer" target="_blank"><em>www.betashares.com.au</em></a><em>, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.</em></p><br><p><strong>ETFs mentioned:</strong> Betashares Global Uranium ETF (URNM), Global X Copper Miners ETF (WIRE), Betashares Japan Currency Hedged ETF (HJPN), Betashares Global Defence ETF (DFND), Betashares Wealth Builder Diversified All Growth ETF (GHHF), Betashares MSCI Emerging Markets ETF (BEMG), Betashares Global Cybersecurity ETF (HACK), Betashares Asia Technology Tigers ETF (ASIA), Global X China Tech ETF (DRGN), Betashares India Quality ETF (IIND), Betashares Asia Technology Tigers (ASIA), Betashares Global Defence ETF (ARMR), Plato Global Alpha Complex ETF (PGA1)</p><br><p><strong>Stocks mentioned</strong>: Artyra (AYA), BHP Group (BHP), Elisight (ELS) Generation Development Group (GDG), Goodman Group (GMG), Lowell Resources Fund (LRT), Iperion X (IPX), NextDC (NXT), Paladin Energy (PDN), Deep Yellow (DYL), REA Group (REA), Mineral Resources (MIN), Pilbara Minerals (PLS), Sandfire Resources (SFR)</p><br><p>Win a $500&nbsp;Visa Digital eGift Card&nbsp;by completing the&nbsp;2026&nbsp;Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey.&nbsp;You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback:&nbsp;<a href="https://www.surveymonkey.com/r/WRWDVTV" rel="noopener noreferrer" target="_blank">https://www.surveymonkey.com/r/WRWDVTV</a>&nbsp;</p><br><p>———</p><br><p>Want to get involved in the podcast? Record a&nbsp;<a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a>&nbsp;or&nbsp;<a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a>&nbsp;</p><p>And come and join the conversation in the Equity Mates&nbsp;<a href="https://tinyurl.com/bdessc3v" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.</p><br><p>———</p><br><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.</p><p>Keep up with the news moving markets with our&nbsp;<a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a>&nbsp;and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)</p><br><p>———</p><br><p>Looking for some of our favourite research tools?</p><ul><li>Download our free&nbsp;<a href="https://tinyurl.com/7k2z7ebx" rel="noopener noreferrer" target="_blank">Basics of ETF handbook</a></li><li>Or our free&nbsp;<a href="https://tinyurl.com/4zjkm3pt" rel="noopener noreferrer" target="_blank">4-step stock checklist</a></li><li>Find company information on&nbsp;<a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer" target="_blank">TIKR</a></li><li>Screen the market with&nbsp;<a href="https://tinyurl.com/499y9d2f" rel="noopener noreferrer" target="_blank">GuruFocus</a></li><li>Track your portfolio with&nbsp;<a href="https://tinyurl.com/28p4jukb" rel="noopener noreferrer" target="_blank">Sharesight</a></li></ul><p><br></p><p>———</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>———</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;Equity Mates Media operates under Australian Financial Services Licence 540697.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>