Q2 Investment Mastermind 04/07/23

The Rodcast - Property, Business, Investment

Manish Kataria and Adam Lawrence join me once again to discuss our latest quarterly investment picks.

If this is your first time listening to the Quarterly Investment Mastermind we each pick a stock, Bond, ETF or any other investment asset class and explain our reasoning and then open it up for comments to the others.

In this episode we discuss what has happened in Asset Classes for the first half of the Year with the Nasdaq having its best H1 of all time and the big tech names holding up the S&P500 whilst FTSE 100 has not done much.

We then go onto our picks. Whilst we all agreed that many REITs look good value at the moment we each chose the following;

Adam chose an Indian Tech consulting company, Infosys (INFY)

Manish chose an Emerging Markets ETF, iShares Core MSCI Emerging Markets (EMIM)

And I chose Agilon Health Inc (AGL) an American Health Platform for Seniors.

Have a Listen to find out our reasoning.

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