Investing Compass

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...

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   Hosted on Acast. See acast.com/privacy for more inf...

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...

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   Hosted on Acast. See acast.com/p...

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, questio...

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 –...

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...

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@mornings...

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/investin...

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 fro...

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.c...

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: ht...

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 a...

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-c...

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-reso...

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 Prod...

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.wi...

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/2...

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/2...

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 t...

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.mornin...

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 T...

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   Hosted on...

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/invet...

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:...