Show Notes
In this Q&A episode, we tackle a common concern about the Kernel Global 100 fund: concentration risk. With just 10 companies making up over 58% of the fund*, we'll explore whether this concentration is a feature or a bug of market-weighted indices. Specifically, we chat about: What is market-weighted indexing?How does equal-weighted indexing differ?What are the advantages and disadvantages of concentration?What risks should investors consider?Why do some companies dominate the index?When ...
More from It's No Secret
In this Money Moments episode of It’s No Secret, we chat with Dora Yip, CMO at PocketSmith, about the real life of a “household CFO.” Dora, who grew up in Singapore and now lives in Dunedin, shares how culture, values, and human behaviour shape our money experiences. In this episode we dive into: The mental load of managing family finances and reframing budgeting as values-led decision-making.How a $1,200 bubble tea bill became a surprising lesson in intentional spending.Dora's toolkit ...
This week, we’re diving into the fascinating world of core-satellite investing, exploring how you can effectively implement this strategy using the Kernel platform. Whether you're a seasoned investor or just starting out, understanding how to balance your core investments with targeted satellites can enhance your portfolio's performance. Plus, we have some insightful blog posts linked in the description for those eager to learn more! Like sauce on a PIE: How Kernel Shares & ET...
Today, we're diving into the often tricky world of gifting etiquette. As weddings, birthdays, and holidays approach, dilemmas come up often leave us scratching our heads. Join us as we share our personal experiences and tackle some of the most awkward gifting scenarios. Plus, we want to hear from you—what are your biggest gifting dilemmas? Share your thoughts in the comments! If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your fa...
Today, we’re shifting the narrative from financial worries to celebrating the wins that often go unnoticed. Inspired by a fantastic article from MoneyHub, we’ll explore ten key indicators that suggest you’re doing better financially than you might realize. Tune in as we unpack these signs and encourage you to reflect on your own financial journey. We also want to hear from you—what are some other signs that indicate you’re on the right track? Moneyhub article: https://www.moneyhub...
Today, we dive into a pressing issue that many Kiwis are grappling with: the reality of homeownership in New Zealand. If you purchased a house in the last three years, you might feel like you've taken a step back, especially with recent market fluctuations. Join us as we talk about an anonymous story and chat through the realities of purchasing a home with the view of it being your one-way ticket to wealth. Useful links Infometrics slides If you enjoyed today's show, we'd LOV...