Investing Compass

As part of share month, we take a deep dive into listener requested share, A2 Milk. To leave a question for our Q&A episode, 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...

As part of share month, we refresh your memory on how to pick shares. The first part of our series covers finding great businesses. 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:  http...

As part of share month, we take a deep dive into highly requested Tesla. To leave a question for our Q&A episode, 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-in...

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 leave a question for our Q&A episode, 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...

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.   To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://...

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. To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcas...

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, pr if you have any questions or feedback please email mark.lamonica1@morningstar.com. To leave a...

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.  For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from...

Your behaviour impacts your returns more than you think. In this episode, we explore ways that you can increase your odds of better outcomes. 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 Face...

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. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website:  https://www.mornings...

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? For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website:  https://w...

In a replay from last year we tackle whether a compelling story makes a compelling investment. 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/group...

We explore derivatives - what they are, and how they can be used in 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 Join our Facebook Group here: https://www.facebook.com/groups/317184219...

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? For any comments, questions or feedback please email mark.lamonica1@mornings...

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 G...

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.morn...

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 J...

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...

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 mixe...

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   Hosted...

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   Hosted on Acast. See acast...

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...

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.morning...

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...

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, pl...