Investing Compass

We look at what the asset class is, why it has grown in popularity and whether investors should take on private credit in their portfolios.  Click the following link for the 5-in-5 With ANZ podcast:  https://link.chtbl.com/YEE71vpx 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...

We go through what's happening in markets, and talk about the 'manic-depressive' episodes of Mr. Market. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here : https://www.surveymonkey.com/r/investingcompass Interested in our investing course? Find it he...

Should investors hedge against risks like currency?. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here : https://www.surveymonkey.com/r/investingcompass Interested in our investing course? Find it here. To submit any questions or feedback, please emai...

We go through the implications of inheriting or bequeathing property. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here : https://www.surveymonkey.com/r/investingcompass You are able to view the accompanying article here. Interested in our invest...

Shani's investment strategy is simple - she focuses on asset allocation and factors within her control, such as her own behaviour, fees, transaction costs and savings rates. She runs through the academic and circumstantial reasons for her strategy. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (close...

A dividend aristocrat is a US coined term that denotes a company that has raised dividends for the last 25 years. There are none in Australia. We discuss the implications of investing in a market when no Australian companies meet the definition of a dividend aristocrat. You can read the full article here.   Audio Producer and mixer:  William Ton. Hosted on Acast. See acast.com/priva...

A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. We don't agree.  Note: this podcast was recorded before 1 July, 2024. It is stated that the Super Guarantee is 11%, correct at time of recording. The Super Guarantee is now 11.5%. You are able to view the accompanying article here which includes data and graphs to complement the disc...

We use the Guzman y Gomez IPO as an example on how investors can conduct a back of the envelope common sense check on a stock's valuation or current price. You can read further details on our pre-IPO report here. Subscribers may access the full report on Morningstar Investor. The best way to get more insights from the Morningstar team is to sign up to our newsletter. Interested in our investing co...

Chasing performance can lead to poor results but investors can still learn from top performers.  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 avai...

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 resource...

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&nb...

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...

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.  Addition...

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 t...

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 we...

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 th...

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...

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:  W...

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...

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 mi...

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:&n...

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 emai...

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...

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...

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 re...