Investment Mastermind Q2 2024

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3M ago 1:05:25

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Our Quarterly Investment Mastermind with Manish Kataria and Adam Lawrence kicked off with a brief discussion on the performance of some of our previous investment picks and the current investment environment.

We then got onto our picks for this quarter.

If you haven't listened to one of these mastermind episodes before the premise is we each pick a stock, bond, ETF, REIT etc that we feel is good to invest in now and give the reasons why. The others then are given a chance to critique.

Manish chose an ETF that tracks the Russel 2000 ticker IWM https://www.ishares.com/us/products/239710/ishares-russell-2000-etf

I went with an ETF that tracks the FTSE 250 with ticker VMID https://www.vanguardinvestor.co.uk/investments/vanguard-ftse-250-ucits-etf-gbp-distributing/distributions

And Adam chose Dimensional Fund advisors uk value fund https://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=f0gbr04v7x

Manish also came in with a bonus pick of the stock BP https://www.bp.com/en/global/corporate/investors/share-price-tools/share-price-history.html

To find out the reasoning and critiques behind these investment picks please listen to the episode.

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