Investing Compass: Recent Episodes
Morningstar Australia
Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs.
See acast.com/privacy for privacy and opt-out information.
Time in the market? Timing the market? Going against the herd? Investing success requires a bit of thought to achieve your goals.
You are able to view the accompanying article here.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Save 33% off Morningstar Investor^
Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675).
Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial
^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only.
^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Many investors share with us that they are income investors. Some used covered call strategies to boost income. This episode explores the strategy and how it works.
You are able to view the accompanying article here.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Save 33% off Morningstar Investor^
Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675).
Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial
^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only.
^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Charlie Munger passed away recently at 99 years of age. We go through 5 of his best quotes and the lessons that investors can take from them.
You are able to access the accompanying article here.
You are able to access the lessons from market history article here.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Save 33% off Morningstar Investor^
Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675).
Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial
^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only.
^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Three things to consider when planning for an early retirement.
You are able to find the accompanying article here that includes data and graphs that complement the discussion in this episode.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Save 33% off Morningstar Investor^
Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675).
Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial
^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only.
^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Aussie investors have come out on top in a recent study. We explore some of the reasons why.
You are able to see the accompanying article here, which includes data and graphs that complement the issues discussed in this podcast.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?
Interested in our investing course? Find it here.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Chances are you've got heavy exposure to the mining sector if you're an Aussie investor. We go through the key takeaways from Morningstar's Mining Outlook report, including how to find opportunities in the sector.
You can read more about Morningstar's top opportunities in mining here.
You are able to read an explainer on the mining industry here that contains useful graphs and data to accompany the information from the podcast.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Nvidia is the stock every investor is talking about due to its meteoric rise. In this episode, we look at whether it is still a good investment and what our analysts think about the company.
Morningstar analyst Brian Colello justifies raising Nvidia's fair value in this article.
Firstlinks' James Gruber talks about how to find the next 100-bagger in this article.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
What our analysts think about the stocks that are forever holdings for Berkshire Hathaway.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
We go through what's needed to get to $100k in passive income.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Should you leverage equity that you have built in your home to purchase an investment property?
Interested in our investing course? Find it here.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
A wide moat stock that is currently undervalued, has exemplary capital allocation and is fully franked.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Many long-time Investing Compass listeners have asked why Shani changed her mind about buying a house. Shani speaks about her decision.
The costs for Shani's first home are outlined in this article.
The recommendations from a buyer's agent for what to look in an investment property can be found here.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
We look at the three ETFs you are most likely to invest in and what our analysts think about them.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Are you taking on too much risk in your portfolio?
Interested in our investing course? Find it here.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Men and women experience different health outcomes which need to be taken into account during retirement planning.
You're able to find the spreadsheet referenced in this article.
Interested in our investing course? Find it here.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
We discuss global debt and why investors should pay attention
Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors. Click here to register today.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.
Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors. Click here to register today.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Our market outlook looks at the current state of the market and themes investors should be aware of.
Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors. Click here to register today.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
We take a deep dive into the international stock you are most likely to own - Apple.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
It's our 150th episode! We go through the best lessons from the last 150 episodes.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Marta Norton, CFA is Morningstar Investment Managements CIO, Americas. She shares her journey and the lessons that she takes from her professional investing career to her personal.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Mark speaks about how he has structured his portfolio for income.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
In a listener Q&A episode, we explore whether your exposure in your super should impact your assets outside of super.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, we explore annuities.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as a psychic. We keep him accountable to predictions that he made about the 2023 environment back in 2022. Brian explores key themes with M&A, cybersecurity and cryptocurrency.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
In a listener requested episode, we do a share deep dive on Charter Hall Long WALE REIT (ASX: CLW).
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
In a listener requested episode, we look at when investors should rebalance.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
The age old question. This episode goes through the main considerations between paying down your mortgage and investing. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
Thinking of purchasing an ETF listed in the US, the UK, or any country other than Australia? Listen to this episode first.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, we discuss the considerations for retirees in high inflation environments, and what they can do to combat it.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
ESG is often seen as a way to feel good about what you're investing in. We speak to Morningstar Director of Equity Research, ESG - Adam Fleck. He provides his a different perspective on how investors should consider ESG in their portfolio.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
We explore the competitive advantage and valuation of the insurance software provider.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director, Manager Research - Justin Walsh.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help investors understand what to avoid when picking an active manager for their portfolio.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
This episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio based on the current market.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any increase in cash flow offers investors the opportunity to thoughtfully assess the best way to improve their financial position and quality of life. We provide an overview of the tax cuts, considerations for investors and hear from three members of the Morningstar team on what to do with an increase in cash flow.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected returns, where he expects there to be opportunities in the future, and how investors should use this information to make asset allocation decisions.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide investors with a ready-made portfolio solution.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
In a listener requested episode, we speak about whether small caps have a place in your portfolio.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
The Silicon Valley Bank collapse has many investors nervous. In this episode, we look past the market noise to talk about the lessons investors can take from this situation.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
We’re joined by Nathan Zaia, Senior Equity Analyst who covers the Australian banking sector. He shares his thoughts on the current turmoil, how interest rates impact bank valuations and his outlook for the sector.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
We explore the theory that you get enough international exposure with multinationals, and whether domestic equities provide enough diversification for investors.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
In this episode, we explore how investors should think about their portfolio performance.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
We explore Vanguard's new super offering and compare it to AustralianSuper in an interview with Morningstar's Annika Bradley. You can read Annika's article here.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
We explore currency and how it impacts investments, and currency as an investment itself.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
REITs have been laggard in 2022. We explore this asset class to determine if it is an opportunity.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
We answer a listener question on asset allocation in Superannuation.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
We explore income investing and interview Jody Fitzgerald, our Head of Institutional Portfolio Management and Solutions.at Morningstar
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
We look at the state of the market entering 2023.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
We simplify constructing a portfolio and show how to build one with three trades.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
Get the foundations right for your 2023 resolutions - we explore the different types of budgets.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
In a listener requested episode, we discuss the property market.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here: https://www.speakpipe.com/Investing_Compass
Additional resources from our episodes are available via our
website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215
Audio Producer and mixer: William Ton.
We take a look at the financial services sector - how it behaves, how you can get exposure and the main players.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
Math anxiety impacts around 50% of the population. Join us as we help ease this anxiety, and work through how math fits into successful investing.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here: https://www.speakpipe.com/Investing_Compass
Additional resources from our episodes are available via our
website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.
We've been told to curb our spending - here's a few gifts for investors that won't break the bank.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
Think you know what it takes to be a passive investor? In this episode, we explore what a truly passive portfolio would look like, built with ETFs.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here: https://www.speakpipe.com/Investing_Compass
Additional resources from our episodes are available via our
website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215
Audio Producer and mixer: William Ton.
We take a look at the energy sector - how it behaves, how you can get exposure and the main players.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
We all know the pros of ETFs - ease of access, trade intraday and in some cases, brokerage is free. So - we put up the case against ETFs.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here: https://www.speakpipe.com/Investing_Compass
Additional resources from our episodes are available via our
website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215
Audio Producer and mixer: William Ton.
In this episode, we explore what happened with FTX, and the lessons investors should take and apply to their own portfolios.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here.
Additional resources from our episodes are available via our
website.
Audio Producer and mixer: William Ton.
Mark speaks about his approach to generating passive income.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
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Audio Producer and mixer: William Ton.
In an Investing Compass special, we play the Warren Buffett drinking game as we take a deep dive into the listener requested Berkshire Hathaway.
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In a listener requested episode, we explore quality ETFs - MOAT and QUAL.
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We look at high conviction holdings in ETFs, and what our equity analysts think of them.
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Morningstar's Investment Conference for Individual Investors was held on the 13th of October. Investment professionals and economists shared their insights and how to navigate the current environment. We discuss a few of the lessons we learned.
Our friends at Sharesight wrote a great article about their favourite insights from the conference. You can find them here.
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We look at the measures that indicated historical market bottoms, and how the market compares now.
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Audio Producer and mixer: William Ton – www.willton.me
In the past year, we've seen a lot of finfluencers changing tact after ASIC cracked down on general advice offered by those that are unqualified. Many have turned to explaining their personal circumstances in an effort to educate. This episode explores why long-term investors are better off focusing on themselves, and not coveting the circumstances of others.
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Inflation can make it challenging for companies to maintain margins in the face of changing customer behaviour and higher input costs. Learn how to identify companies that can overcome these challenges.
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There's a different air to the market. When we look at Morningstar's coverage in Australia and the US, we see markets overall as undervalued. Is now the time to buy?
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We explore the most common question we get – how to choose a broker.
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We take a deep dive into Perpetual and assess the opportunity for investors as Perpetual and Pendal come together as one company
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This episode is an explainer on Hybrids – what they are, how they work, and whether they have a place in your portfolio.
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In a listener requested episode (with our second ever podcast guest), we explore whether valuations should impact asset allocation decisions.
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Is the ghost of Paul Volcker haunting the markets? In this episode, we look at how central banks have acted to reign in inflation before, and the lessons that investors can learn from this.
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In a listener requested episode, we discuss the property market.
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In this Sector Spotlight, we explore the commodities industry, and what investors should think about when investing in the industry.
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For our 100th episode, we reflect on what we believe are the core principles for successful investing.
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For our 99th episode, we explore super and fees. After our half-yearly portfolio check, we received quite a few emails asking for an explanation about what Shani considered as too much for fees on her investments. In this episode, we explore the impact of fees, how to decide what is too much, and focus in on super – when do the costs of operating and managing an SMSF make sense?
Tickets to be released this week! Join the waitlist for our conference: https://go.morningstar.com.au/miic
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At last, the hotly-anticipated Q&A episode*. We’ve asked listeners to submit their investing questions for us to answer, and have our first ever guest on the podcast – and it’s a listener!
*may or may not be hotly-anticipated.
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Mark and Shani have been reviewing their portfolios on a half-yearly basis to add transparency to portfolio monitoring and maintenance. Listen to the half yearly update for 2022 where they discuss what's changed with their portfolios in the last six months, how they're tracking towards their goals and what's important to focus on in the current environment.
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In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns.
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In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocations to cash during downturns.
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here: https://www.speakpipe.com/Investing_Compass
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In one of our most popular series', we do our third round of lessons from the greats. This episode goes into Jim Rogers, Seth Klarman and Henry Singleton.
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As part of share month, we take a deep dive into highly requested share, Westpac.
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As part of share month, we refresh your memory on how to pick shares. The third part of the series on how to pick shares covers finding a share that is right for you.
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A quick reflection on what investors should do in light of falling markets
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As part of share month, we take a deep dive into listener requested share, Fortescue.
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As part of share month, we refresh your memory on how to pick shares. The second of our three part series on how to pick shares covers calculating a fair value.
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As part of share month, we take a deep dive into listener requested share, A2 Milk.
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As part of share month, we refresh your memory on how to pick shares. The first part of our series covers finding great businesses.
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As part of share month, we take a deep dive into highly requested Tesla.
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Math anxiety impacts around 50% of the population. Join us as we help ease this anxiety, and work through how math fits into successful investing.
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We go through lessons from the crash of crypto coin Terra and a prediction of how far the market will fall.
To send competition entries for our book, or if you have any
questions/feedback please email mark.lamonica1@morningstar.com.
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We all know the pros of ETFs - ease of access, trade intraday and in some cases, brokerage is free. So - we put up the case against ETFs.
To send competition entries for our book, or if you have any questions/feedback please email mark.lamonica1@morningstar.com.
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It seems like markets have been teetering on the edge, and have commenced falling. If past bear markets are anything to go by, we're not even halfway there yet. This episode looks at the current state of the market, and the context in which it should be viewed.
To send competition entries for our book, please email mark.lamonica1@morningstar.com, or leave us a voicemail to feature on the podcast here:
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In this episode, we take a look at the bucket withdrawal strategy, a withdrawal strategy that was developed because most people do not have an asset base to generate a passive income without dipping into capital. We explore what it is, how they are set up and what they contain.
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Your behaviour impacts your returns more than you think. In this episode, we explore ways that you can increase your odds of better outcomes.
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This episode goes through the different capital allocation levers that companies can utilise, and how to tell if a potential investment is allocating capital in a way that benefits future outcomes for shareholders.
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On this episode, we explore CFDs - Contracts for Difference. They're controversial investments that are facing scrutiny from regulators around the world - but investors keep using them. Do they have a place in your portfolio?
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In a replay from last year we tackle whether a compelling story makes a compelling investment.
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We explore derivatives - what they are, and how they can be used in your portfolio.
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We take a look under the hood of the ASX200 and the S&P 500 – what the top holdings are and what our analysts think of them. We also look at a couple of actively managed funds – Magellan Infrastructure (ASX:MICH) and Hyperion Global Growth Companies (ASX: HYGG) – where have these fundies taken their largest bets?
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This episode covers the equity risk premium. We quantify how much you're compensated for the risk you take on when investing in shares.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Join our Facebook Group here: https://www.facebook.com/groups/317184219201344
Audio Producer and mixer: William Ton – www.willton.me
We do our second deep stock deep dive from Morningstar's March Best Idea List - this time, ASX-listed Kogan (ASX:KGN). We show investors what to look out for in quality stocks that may be out of favour with the market.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Join our Facebook Group here: https://www.facebook.com/groups/317184219201344
Audio Producer and mixer: William Ton – www.willton.me
Think you know what it takes to be a passive investor? In this episode, we explore what a truly passive portfolio would look like, built with ETFs.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Join our Facebook Group here: https://www.facebook.com/groups/317184219201344
Audio Producer and mixer: William Ton – www.willton.me
In this episode, we look at where returns come from.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Join our Facebook Group here: https://www.facebook.com/groups/317184219201344
Audio Producer and mixer: William Ton – www.willton.me
We review Philip Fisher’s iconic book that has influenced their approach to growth stock investing for many professional investors.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
We do a deep dive on Beyond Meat which is one of Morningstar's best share ideas
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
Mark speaks about his approach to generating passive income.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
In this two part podcast (both released today), we take a deep dive into passive investing. In this second part, we discuss how to pick a good passive ETF for your portfolio.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
In this two-part podcast (both released today), we take a deep dive into passive investing. In this first part, we discuss the evolution of passive investing, and why the line between passive and active is blurring.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
If Reddit jumped off a bridge, would you? In this episode, we speak about two popular terms across social media and forums - 'buying the dip' and 'shares on sale', and we explore whether the recent market drop is an opportunity for investors.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
Militaries play war games and governments run disaster response exercises. We do the same with the teetering equity markets.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
Audio Producer and mixer: William Ton – www.willton.me
To finish off portfolio week, we're digging into our portfolios at our yearly portfolio review - revisting our goals, and seeing if we're on track.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
The beginning of the year is a great time to check-in on how you are progressing against your goals. In our final replay leading up to our portfolio review episode we review our mid-year portfolio check-up.
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
The beginning of the year is a great time to check-in on how you are progressing against your goals. In the second of three replays leading up to our portfolio review episode we look at Mark's goals and how to put together an investment policy statement ("IPS").
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
The beginning of the year is a great time to check-in on how you are progressing against your goals. In the first of three replays leading up to our portfolio review episode we look at how to assess performance of portfolios.
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement.
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
In this episode, we explore lessons from great investors and business people that we can apply to our own investing approach.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
A different take from most, we take a typical Investing Compass look at the state of the market at the end of 2021. On behalf of Mark, Shani and Will, we wish you a Happy New Year and all the best for 2022.
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Our second book review looks at key lessons that we can take from the Intelligent Investor by Benjamin Graham. This book has been heralded as one of the most important investing books ever written, and one of Buffet's favourites (drink!).
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We exchange the presents we got each other and explore gift ideas for investors in our annual Christmas episode
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
A listener requested episode, we go through practical examples that put our three part share trilogy into practice. Understand how to choose between two businesses, and what to look for when investing in shares.
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
A listener requested episode, we explore Listed Investment Companies. They've risen in popularity and their company structure offers distinct benefits for investors. We explore how they're structured, and how to spot a good one.
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
One of our most popular episodes from earlier this year to hold you over until our new episode comes out later this week.
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources (and a picture of Mark's pork nachos) from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
A listener requested episode, and the second part and last part of our series, we explore alternative investments and their place in your portfolio.
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources (and a picture of Mark's pork nachos) from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Another listener request and the first episode of a two parter (sorry guys), we explore alternative investments and their place in your portfolio.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources (and a picture of Mark's pork nachos) from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We explore two phenomenons wrapped into one in Bitcoin ETFs, and whether your FOMO can be satiated with these relatively new products.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources (and a picture of Mark's pork nachos) from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We explore real assets – as protection for your portfolio in an inflationary environment, and how these assets can fit into your portfolio more generally.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
A listener requested episode, we look at where unlisted or non-traditional assets might fit into your asset allocation.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Our second episode taking stock of fund managers and their top picks looks at some of Australia's biggest funds by size. We take a look at Orbis Global Equity Fund, Platinum International and T Rowe Price Global Equity. We stack them up against our Morningstar analysts, and see if they agree with where these managers have taken their biggest bets.
We also check in on our original trio and their top holdings - Ark's Cathie Wood, Magellan's Hamish Douglass, and Morningstar's Australian Fund Manager of the Year, Hyperion Asset Management.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
All about the Benjamins? Yeah, nah. Dame Nellie Melba graces the front of our $100 note, and was known as a stellar operatic soprano. In this episode, we belt out the case for cash at different stages of your investing journey.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
The second part of our series. We take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
In our first book review, we look at key lessons that we've pulled from William Thorndike's The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success.
For any comments, questions or feedback please email mark.lamonica1@morningstar.com
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638
Please follow us on Instagram: @morningstarinvestorau
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
The third part of the series on how to pick shares covers finding a share that is right for you.
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638
Please follow us on Instagram: @morningstarinvestorau
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
The second of our three part series on how to pick shares covers calculating a fair value.
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638
For any questions comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
The first of our three part series on how to pick shares covers finding great businesses.
For any questions comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We go through the factors to look out for in shares when trying to find sustainable income (and Shani finally gets her Drake lyrics into the episode title).
If you're leaving a comment and rating to gain access to our conference, please email mark.lamonica1@morningstar.com so we are able to contact you.
For any other comments, questions or suggestions please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Are you a balance sheet? Are you an income statement? Are you confused by the question?
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We walk through our mid-year portfolio review to see if we need second jobs or are ready to retire.
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We explore how to measure success as an investor and advantages you have over professional investors
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
Terms and conditions for competition
Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for the podcast. Chance plays no part in the selection of winners. The book prize is not transferrable and non-redeemable for cash. Your privacy is important to us, read more at https://www.morningstar.com/en-au/company/privacy-policy".
See acast.com/privacy for privacy and opt-out information.
Part 2 of our exploration of why all investors need to pay attention to the impact of finfluencers
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Terms and conditions for competition
Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for the podcast. Chance plays no part in the selection of winners. The book prize is not transferrable and non-redeemable for cash. Your privacy is important to us, read more at https://www.morningstar.com/en-au/company/privacy-policy".
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Why all investors need to pay attention to the impact of finfluencers. Part one of a two part series.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Terms and conditions for competition
Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for the podcast. Chance plays no part in the selection of winners. The book prize is not transferrable and non-redeemable for cash. Your privacy is important to us, read more at https://www.morningstar.com/en-au/company/privacy-policy".
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Index funds, or passive funds are low-cost investments that are professionally managed - but there's no stock picking. We dive into the types of indexes, and speak about where they have historically performed well and added value for investors.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
The rising cost of advice has increased the amount of self-advised investors, and also the number of platforms trying to suit their needs and fighting for their funds. In this episode, we explore different micro-investing, broker and managed investment platforms, looking at the risks and trade offs for investors to consider.
You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Sustainable investing is growing in popularity, yet there remains a lot of confusion on the topic. We tackle the different variations, break down whether it has impacted investment performance and the future of sustainable investing.
You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Ever taken a Risk Tolerance Questionnaire? Thinking about risk in the wrong way can have profound impacts on your investing outcomes.
You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We walk through considerations when deciding between active and passive strategies
You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Thematic ETFs use compelling narratives to sell investments. We explore whether they are worth the hype.
You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We tackle whether a compelling story makes a compelling investment.
You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Consumer prices in the US surged in April this year by the most in any 12 month period since 2008. This episode covers what’s happening at the moment, how the market are reacting and how to find robust companies that can withstand inflationary changes, or have measures in place to protect them.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Jeremy Grantham recently said "Emerging markets in many ways are the growth that’s left in the system. They will guarantee to grow faster than the developed countries … they’re much cheaper, they haven’t been beat up, they don’t have as much speculative excess. They’re a respectable investment,”. In this episode, we explore the opportunity and risk of emerging markets, and whether they have a place in your portfolio.
For any feedback, questions or comments please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We go through Mark's decision making process for how he has structured his portfolio to reach his goals.
For any feedback, questions or comments please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We explore why bonds are worth paying attention to.
For any feedback, questions or comments please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We explore the risks of the increasing popularity of passive investing.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Sometimes history repeats itself. Learn about past market crashes and see what lessons may apply today. We explore the nifty 50 and .com crash during this episode.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
4% has been heralded as the amount you can safely draw down each year from your retirement savings. We explore whether market conditions have changed this standard, and how you should be thinking about retirement goals.
For any comments, feedback or episode requests, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We take a deep dive into the top holdings of Ark's Cathie Wood, Magellan's Hamish Douglass, and Morningstar's Australian Fund Manager of the Year, Hyperion Asset Management. We stack them up against our Morningstar analysts, and see if they agree with where these managers have taken their biggest bets.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We zero in on Afterpay and Zip, exploring whether their current valuations are justified, and whether they'd make good long term investments.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
We explain diversification, why it's important for your portfolio, and why too much of it can also be detrimental.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Is speculation getting out of control? Looking at the SPAC market may be an indication that we're in a bubble.
For any questions, comments or feedback please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Tech stocks have provided extremely attractive returns to investors, making up larger and more significant portions of market indices as they continue their growth. We look at their business models, how they differ from the traditional, and their outlook.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
See acast.com/privacy for privacy and opt-out information.
Market commentators have been heralding that the market is overvalued -we look at traditional indicators and where they sit compared to other significant market events like the GFC, Black Friday and the .com bubble. Then, we walk through how investors can find opportunities in these markets, and the strategies they should consider.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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We explore the balance sheet, cash flow statement and income statement. These are financial statements that you’ll find for any listed company, providing insights into their financial position and health. This episode will help you make more informed investing decisions based on what you can find on these statements.
Please send any feedback, comments or competition entries to mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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Bitcoin is a controversial topic that has split investors into three camps. Those that are fiercely for it, those that are fiercely against it, and those that don’t really understand it. This episode is for the third camp - we go through what Bitcoin is, where it came from and its mechanics, and then we put it into context as an investment.
Please send any feedback, comments or competition entries to mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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Our shortcut to asset allocation explores this concept which has been found to contribute to over 90% of your investment returns.
For any questions, comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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A lot of people have made a lot of money in the last few weeks. Understand the mechanics behind GameStop, shorting and the impact of short squeezes in our special episode.
Please send any feedback, comments and competition entries to mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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This episode covers why you should have international exposure in your portfolio, then move on to how to invest internationally, covering some of the nuances around investing outside of Australia including currency risk.
Audio Producer and mixer: William Ton – www.willton.me
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The price of the stock doesn't always necessarily reflect its value. Our shortcut episodes explores valuation and why its important to invest with it front of mind, instead of price.
Audio Producer and mixer: William Ton – www.willton.me
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For our second episode on Funds and ETFs, we go through what to look for when selecting a fund and ETF by going through a practical example.
For any feedbacks, questions or comments please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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We cover alpha and beta - two investing ratios that can help you understand the performance and volatility of investments.
For any questions or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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Ever wonder how to pick your first investment, or whether your portfolio is going to get you to your end goal? We talk through a four step framework to align your goals to your investment portfolio.
Audio Producer and mixer: William Ton – www.willton.me
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Making sure you’re in a position to invest is like laying the foundations on a house. In this episode, we run through what you need to ensure your foundations are solid, allowing you to invest confidently and for the long term.
Audio Producer and mixer: William Ton – www.willton.me
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Our Christmas episode goes through gifts you could give an investor at any part of their investing journey, from beginners to those who have been investing for decades. We'll go through some investments with low minimums, 3 stock ideas on our December Global Best Ideas List, and some books to further your knowledge.
For any comments or feedback, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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The importance of saving and investing is not gender-specific - it's critical for everyone. Some issues, however, disproportionately impact women - including poorer retirement outcomes, a bias in financial advice and the failure to invest. This episode covers these gaps that women disproportionately face with investing and retirement, and some practical tips to help even the playing field.
For any questions, comments or feedback, please email @mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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We've been in a prolonged period of falling interest rates since the mid-80s, having impacts on investment returns from different asset classes. This episode covers how investors should think about interest rates and monetary policy, and the impacts of falling and rising rates on investments.
Audio Producer and mixer: William Ton – www.willton.me
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This episode will help people who use financial advisers understand where they can actually add value and how you can protect yourself as a consumer. For those that don’t use a financial adviser - we want you to understand how you can get some of the benefits that advisers can provide, even when you are investing on your own.
For any feedback or comments, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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The US Presidential election promises to be chaotic in more ways than one. We run through how the election may cause volatility in your portfolio, what you should do about it, and whether now is the right time to invest.
For any questions, feedback or comments, please email @mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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As an investor, you will have different goals and objectives to the next person - stocks are not always the right solution. In this episode, we discuss managed funds and ETFs, which may suit investors who are just starting out, or investors looking to gain exposure to certain asset classes. We tackle some of the misinformation around these investment products, and run through a few scenarios in which they may suit investors.
For any comments or feedback, please email us at mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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We speak about if property beats stocks, whether ESG makes you trade performance for morals, or whether professional investors always know best. We run through becoming a more rational investor by taking a step back, and analysing investments based on whether they meet your goals.
For any questions, comments or feedback, please contact mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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Dividends and distributions are cash payments from investments to investors. Learn what they are, how they can fit into your investment strategy, and the trade offs between current yield and future growth.
For any feedback or comments, please email mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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Share, stock, equity. What is it and how can it help you reach your goals? This episode will look at three key concepts - owning a share means owning a part of a business, shares and the stock market are two inherently different things and the long term drivers of returns: earnings growth, dividends and changes in valuation levels.
If you have any feedback or questions, please email us - mark.lamonica1@morningstar.com
Audio Producer and mixer: William Ton – www.willton.me
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Welcome to Investing Compass, brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. Investing Compass is hosted by Mark LaMonica and Shani Jayamanne
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