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InvestopolyAuthor: Stuart Wemyss
Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast. Language: en-au Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ep 352: Banks and miners: Where to from here for the Australian stock market?
Episode 352
Tuesday, 15 April, 2025
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart dives into the heart of the Australian share market, breaking down how a small group of stocks—the big banks and major miners—are dominating the ASX200. In 2024, just three banks (CBA, Westpac, NAB) delivered more than half the index’s gains, while BHP and Rio Tinto dragged returns down.Stuart questions whether this concentration risk is sustainable. With CBA trading at historically high valuations and 14 out of 15 brokers rating it a 'sell', it may be time for investors to take profits. Meanwhile, Macquarie Bank stands out with solid long-term growth and attractive valuation.On the mining side, copper is booming, offering hope for BHP and Rio despite iron ore headwinds and China uncertainty.Stuart also explores alternative ETF strategies like equal-weight and ex-top-20 indices, which reduce exposure to overpriced large caps and give broader diversification.If you’re concerned about valuation risk, market concentration, and how to position your portfolio for the future, this episode is essential listening. Stuart offers practical, data-backed insights to help you rethink how you're investing in the ASX.Do you have a question? Email: questions@investopoly.com.au or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts If you're interested in working with my team and me, discover how we can work together here: https://prosolution.com.au/prospective-client/If this episode resonated with you, please leave a rating on your favourite podcast platform. Subscribe to my weekly blog: https://www.prosolution.com.au/stay-connected/ Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog: https://prosolution.com.au/books/DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
