# Tom's $100,000 ETF portfolio (with a twist)

Page: https://stenobird.com/podcast/australian-finance-podcast-1163565/tom-s-100-000-etf-portfolio-with-a-twist
Text version: https://stenobird.com/podcast/australian-finance-podcast-1163565/tom-s-100-000-etf-portfolio-with-a-twist.md
Podcast: [Australian Finance Podcast](https://stenobird.com/podcast/australian-finance-podcast-1163565)
Published: 2026-03-04T04:00:00+00:00
Episode link: https://www.raskmedia.com.au/2026/03/02/toms-100000-etf-…lio-with-a-twist/
Audio file: https://traffic.megaphone.fm/RRKKR7805343490.mp3?updated=1772407911
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JSON: https://stenobird.com/v1/public/podcasts/australian-finance-podcast-1163565/episodes/tom-s-100-000-etf-portfolio-with-a-twist
Duration seconds: 3656

## Resource

Owen Rask and Betashares’ Tom Wickenden construct two themed $100,000 ETF portfolios — one focused on the rise of China and Asia, the other built as an “existential” hedge against US dominance and structural risks. In this Australian Finance Podcast episode, Owen Rask is joined by Tom Wickenden from Betashares to construct two high-conviction $100,000 ETF portfolios — each with a clear macro theme and five-year horizon. We cover: - What Tom has personally invested in recently — and why - Owen’s first ever investment and what it taught him - Two bold ETF portfolios with zero “vanilla” thinking - How to invest when you don’t have a strong view on the US market If you enjoy learning about ETFs, portfolio construction and macro themes, subscribe to the Australian Finance Podcast wherever you get your podcasts. Key Takeaways - Most Australian portfolios remain US-heavy - Market concentration risk is elevated - Emerging markets deserve serious consideration - Factor tilts (momentum, value) can shift portfolio dynamics - Thematic investing requires discipline and long time horizons Resources for This Episode - Betashares ETF fund pages - view all the ETFs - Robot backflip video referenced Show partner resources Join Pearler using code “RASK” for $15 of Pearler Credit Get 50% off your first two months using PocketSmith View Betashares range of funds Rask resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you…

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## Transcript

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