Top 3 Exchange Traded Funds for beginner investors

Exchange-Traded Funds (ETFs) have become one of the most popular ways for Australians to dip their toes into investing. With Australian ETF assets surpassing $200 billion this year, they are a simple, cost-effective way to access a diversified portfolio without the complexity of picking individual stocks.

Our Director, Andrew Wielandt – also known as the “ETF Whisperer”—recently appeared on Your Money and Your Life with David Koch to share his top ETF recommendations for beginner investors.

Here’s a quick summary of his picks:

1. STW: Australian Market Leader
   Tracks the ASX’s top 200 companies, including BHP, Rio Tinto, and major banks. Low fees and automatic rebalancing make it a simple way to invest in Australia’s biggest names.
2. VGAD: Going Global
   Invests in 1,500 of the world’s largest companies across the US, UK, Japan, and more. Hedged against currency fluctuations, it’s perfect for diversifying internationally.
3. QUAL: Quality Companies Worldwide
   Focuses on 299 global companies with strong profits, steady growth, and low debt. A great one to consider for long term investments.

Building a balanced portfolio

By combining these three ETFs, beginner investors can create a diversified portfolio that balances local exposure, global reach, and a focus on quality companies.

Remember, investing is personal, and everyone’s situation is different.

While these ETFs are great starting points, it’s important to consider your own financial goals and circumstances. For tailored advice and support in building your investment strategy, reach out to our team at DP Wealth Advisory.

Ready to start investing? Contact us today to learn more.