Create & share target portfolios for friends to get started
under review
Pearler Community
I want to be able to create a "Kurt's Sustainable Beginners Portfolio" & "Kurt's High-Growth Beginners Portfolio" & be able to share them with my friends who are new to investing.
I get asked all the time by friends about how to start & what to do & what I want to be able to say is "If I was just starting out today & didn't want to make investing a hobby, then I would invest in this one (insert URL) if I was just wanting to maximise long-term growth, or alternatively, this one [insert URL] if I was wanting growth but also to be sustainable"
Additional context: I'm not going to recommend they do what I do because my target portfolio is more complex than it needs to be because 1) investing is like a hobby for me & 2) I am a fair way up the long-term investing learning curve - if I did that, I would feel like I'm setting them up for failure.
Cameron Potter
Wouldn't this potentially start to run afoul of ASIC cracking down on finfluencers? I love the idea, but it feels like you're effectively endorsing a specific financial product for someone else to invest in. Seems like that would carry some risk?
Hayden Smith
under review
Angela Pickett
As long as any social features remain optional and don't become the centrepiece of the platform, like Self Wealth. Very distracting, not something I prioritise at all. Just keep that crap in the background, or I will definitely seek another platform.
Natasha Etschmann
YES YES YES! I have a bit of a following and I know people often just copy my target portfolio without all the context. I want to include geared funds in it but know this isn't the best thing to recommend to someone who is just starting out.
This would be really helpful to all affiliates who have a social media following :) FAB IDEA KURT