Our Monthly Portfolio Update - September 2026

AI may be transformational, but does that make AI stocks good investments?Forager Funds Management’s Steve Johnson explains why he’s steering clear of the AI trade, where he’s finding value in Australian small caps, and why he still prefers stocks over property for building long- ...  Show more

AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity g ...  Show more

In 15 minutes, Bryce & Alec unpack a recent news story and explain the lessons for investors just 'getting started'.Ren is starting to track his spending ... The king of the 'vibe investing method', is trying to get more granular."The market is down and I am trying to squeeze eve ...  Show more

After five years of Equity Mates and three years of Get Started Investing we've built a back catalogue of more than 700 episodes.Bitesize is our opportunity to share some of our favourite moments, lessons and quotes from both Equity Mates and Get Started Investing.Today's bitesiz ...  Show more

Over the next couple of weeks we're doing a couple of episodes chatting to the Get Started Investing community.This episode is proudly brought to you by Sharesies, who help you invest, how you like. Easy! Choose from thousands of companies and funds across Australia, the US, and ...  Show more

Join us and Get Started Investing with Equity Mates as we take you on a journey into the world of investing.The stockmarket brings with it amazing potential to create wealth, but many people miss out on this opportunity. We don't want you to be one of them!When we started Equity ...  Show more