4 days ago

Ep. 37: Property vs Shares: Returns & Performance Over Time | Part 2

We’re back with part two of our Property vs Shares showdown, and this time, we’re crunching the numbers! 📊

We break down historical returns, leverage, cash flow, and risk to see which investment strategy truly comes out on top. Plus, we reveal some surprising insights about property loans, margin lending, and how different tax brackets impact your returns.

Stay tuned for part three—where we reveal what we’d invest in right now!

 

Episode Highlights:

00:00 - Introduction

01:11 - Shares

06:34 - Shares performance over 30 years

09:48 - Key differences in leverage

10:55 - Shares LVR

19:03 - Risk management and market volatility

19:17 - $100k property example

21:35 - $100k shares not leveraged example

22:54 - $100k shares leveraged example

24:28 - USA shares leveraged

25:47 - Franking credits

32:29 - Superannuation

34:23 - Strategy

37:51 - Conclusion

 

Got questions or feedback?

Email us: PODCAST (AT) SUBURBDATA.COM.AU

 

DISCLAIMER:

Please be aware that the content presented in this video is for general informational purposes only and does not constitute financial advice.

• The information provided is not tailored to your individual circumstances, and we do not consider your specific financial situation.

• It is strongly recommended to consult with a qualified financial advisor or professional before making any financial decisions based on the content of this video, as we have neither offered nor provided legal, financial, or taxation advice to the Listener, Reader, or Viewer.

• We do not hold an Australian Financial Services Licence as defined by section 9 of the Corporations Act 2001 (Cth) and is not authorized to provide financial services.

• Any actions taken by viewers based on the information in this video are at their own risk.

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