Go offline with the Player FM app!
#260: 3 Easy-to-Buy Stocks that Act Like ETFs
Manage episode 481307666 series 2867525
Piggybacking off last week’s episode, this week we bring a treat to all our Irish investors (and any investor looking for inexpensive diversification): stocks that act like ETFs.
Due to deemed disposal rules and a 41% exit tax, ETFs can be frustrating for Irish investors to access so these stocks offer an easy alternative. Let’s index without indexing.
Anne Marie pitches Markel Group, also known as the "Baby Berkshire", an insurance company that holds a diversified investment portfolio of large public companies, along with a venture wing focused on small- to medium-sized acquisitions.
Mike pitches JAM, a JPMorgan investment trust that is treated as an individual stock in Ireland, as well as Mitsubishi Corp and Investor AB. Mitsubishi is Japan’s largest trading company, with eight distinct business divisions, while Investor AB is a Swedish holding company with a stellar investing track record and a seasoned board.
Later on, Emmet delivers an excellent soliloquy on the nature of growth investing—and why he loves picking individual stocks.
During the episode we reference our previous episode “Stocks to Buy During Market Volatility” which features a breakdown of Berkshire. Hear the full podcast here:
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
We are running a three-month free trial for our followers.
No commitment, cancel anytime.
Click here to grab your trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
🐦 Twitter: @MyWallStHQ
💃 TikTok: @MyWallSt
📸 Instagram: @MyWallSt
🖥️ Facebook: @MyWallSt
👔 LinkedIn: MyWallSt
00:00 Intro
02:08 Warren Buffet's Retirement Announcement
15:05 Markel: The Baby Berkshire
22:27 JPMorgan Investment Trusts and Irish Tax Laws
25:30 Mitsubishi Corp and Investor AB
31:30 Emmett's Investing Anecdote: Discuss Horatio
259 episodes
Manage episode 481307666 series 2867525
Piggybacking off last week’s episode, this week we bring a treat to all our Irish investors (and any investor looking for inexpensive diversification): stocks that act like ETFs.
Due to deemed disposal rules and a 41% exit tax, ETFs can be frustrating for Irish investors to access so these stocks offer an easy alternative. Let’s index without indexing.
Anne Marie pitches Markel Group, also known as the "Baby Berkshire", an insurance company that holds a diversified investment portfolio of large public companies, along with a venture wing focused on small- to medium-sized acquisitions.
Mike pitches JAM, a JPMorgan investment trust that is treated as an individual stock in Ireland, as well as Mitsubishi Corp and Investor AB. Mitsubishi is Japan’s largest trading company, with eight distinct business divisions, while Investor AB is a Swedish holding company with a stellar investing track record and a seasoned board.
Later on, Emmet delivers an excellent soliloquy on the nature of growth investing—and why he loves picking individual stocks.
During the episode we reference our previous episode “Stocks to Buy During Market Volatility” which features a breakdown of Berkshire. Hear the full podcast here:
Prophet, MyWallSt's latest investing service, is focused on delivering market-beating in less than 5 minutes a month.
We are running a three-month free trial for our followers.
No commitment, cancel anytime.
Click here to grab your trial.
Become a successful investor by checking out all the content MyWallSt has to offer:
📩 Email us: [email protected]
📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
🎉 Follow MyWallSt on social:
🐦 Twitter: @MyWallStHQ
💃 TikTok: @MyWallSt
📸 Instagram: @MyWallSt
🖥️ Facebook: @MyWallSt
👔 LinkedIn: MyWallSt
00:00 Intro
02:08 Warren Buffet's Retirement Announcement
15:05 Markel: The Baby Berkshire
22:27 JPMorgan Investment Trusts and Irish Tax Laws
25:30 Mitsubishi Corp and Investor AB
31:30 Emmett's Investing Anecdote: Discuss Horatio
259 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.