Essentials: Our investing playbook

Equity Mates Investing Podcast · Jan 11, 2026 · 26m

We’re back with Essentials, breaking down how we actually invest.

In this episode, Bryce and Ren explain their core & satellite approach, why low-cost index funds form the foundation of their portfolios, how dollar cost averaging removes emotion from investing, and the simple framework they use to find and assess individual stock ideas.

Timestamps:

01:16 Core & satellite explained

02:33 Building the core

04:25 Why beating the market is so hard

06:22 Bryce’s core portfolio

08:14 Ren’s core portfolio

08:42 Dollar cost averaging

13:06 The satellite portfolio

14:00 Finding stock ideas

17:54 The…