Ren’s Portfolio Revealed, the World is Cutting Rates Australia isn’t & Bryce Buys a Mining Company

The groundswell started in the Equity Mates Facebook Discussion Group (  / equitymates):   we want to see Ren’s whole portfolio. So on today’s episode, he nervously shares it with the world.

That’s not all we cover in a big episode of Equity Mates:

Bryce’s latest investment is an Aussie mining company
The world is cutting rates, so why isn’t Australia?
OpenAI had unveiled a new PHD-level AI
Why we love the resilience of the share market (and you should too!)

0:00 Intro
01:02 Bryce's Portfolio Update: Mineral Resources
03:21 Australia Out of Sync with Global Interest Rates
06:16 OpenAI's Growth and Valuation
10:22 Resilience of Stocks and Investing in Companies
17:37 Ren’s Portfolio Reveal
18:03 Ren’s Core Holdings
20:05 Ren's Active and Thematic Investments
24:54 Satellite Investments (Individual Stocks)
28:14 Ren’s Cash Allocation Strategy

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