Our Monthly Portfolio Update - February 2026

SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors ...  Show more

From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors ...  Show more

In today’s stock market, nearly every asset class, commodity, and global market is accessible through ETF’s. So, the question becomes, how do you choose? In Under the Hood we are looking at some of Australia’s favourite ETF’s and building the skills to analyse them ourselves.Toda ...  Show more

Understanding the difference between index funds, ETFs, actively managed funds or even thematic funds can be confusing. But once it clicks, a whole lot of the investing world becomes so much clearer! So we are taking you through a set by step guide to deciphering Index funds and ...  Show more

What if you could invest in property without saving for a deposit or applying for a mortgage?  In this episode, we break down REITs (Real Estate Investment Trusts), a low-barrier way to invest in real estate.  We cover: What are REITs and how do they work?The pros and cons of REI ...  Show more

How you structure your cashflow is the key to achieving your savings goals, no matter your income. Becca dreams of sipping cocktails in Fiji, but her budget feels messy. With a small mortgage, investment properties, and even some shares- she’s built a strong base. But a recent dr ...  Show more