Investing Compass

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   Hosted on Acast. See acast.com...

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

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

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) (...

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 54...

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   Hosted o...

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...

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, c...

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 To...

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   Hosted on Acast. See acast.com...

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   Hosted o...

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   Hosted on Acast. See acast.com/privacy for mo...

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...

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...

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

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...

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