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4 investors, $100,000: Who’s winning 6 months in? | Portfolio Challenge
We’re just over halfway through the year, which means it’s time to check the scoreboard. Bryce, Ren, Ally and Betashares’ Cam Gleeson reveal how their $25,000 portfolios are tracking, unpack their latest trades and confront an uncomfortable question: is all that stock picking actually adding value? From Asian tech and cybersecurity to copper, uranium and momentum stocks, there are plenty of lessons on timing, conviction and the dangers of overtrading.
In this episode:
00:00 Who’s winning the portfolio challenge?
02:03 A volatile few months for markets
02:37 Cam’s trades and the cost of…
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