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#260: 3 Easy-to-Buy Stocks that Act Like ETFs

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Manage episode 481307666 series 2867525
Content provided by MyWallSt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MyWallSt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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:

Spotify

Apple Podcasts

Youtube

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

  continue reading

259 episodes

Artwork
iconShare
 
Manage episode 481307666 series 2867525
Content provided by MyWallSt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MyWallSt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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:

Spotify

Apple Podcasts

Youtube

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

  continue reading

259 episodes

All episodes

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