Investing Compass

Mark and Shani exchange Christmas gifts, and discuss a stock pick and a few book recommendations from Mark. If you'd like to get Mark and Shani a Christmas gift, a podcast review on your podcast app would be the best gift you can give. Thank you for your support in 2024 and we hope you have a safe and happy holiday period. You're able to find the video here or on Morningstar Australia's YouTube ch...

We explore yield at cost - a metric that can improve your results as an income investor. You can find the full 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   we...

A recent Vanguard survey showed that the best way for investors to take action with their super is to show them the actual difference it would make to their retirement outcomes. We run you through the steps that you can go through using a free, Moneysmart tool to model your own circumstances. You can find the tool here , or search for 'Moneysmart Retirement Planner'. Find the full article here. In...

An approach for investors that have just a few dollars to invest. 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...

This listener requested episode runs through how to pick a super option. 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....

A look into Power-of-Attorney and related documents to protect yourself and your assets, and why they're important. You can find the full 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 availa...

Three high-quality growth companies that have wide moats and a history of good capital allocation. 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...

Retirement aside, travel is the most common goal for many investors. We look at the best way to build a portfolio of passive income, that can be applied to any goal that requires a regular and sustainable 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&...

On this listener requested episode, we discuss the phasing out of hybrids and the way that investors can replace them in their investment portfolios. 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 availabl...

Are you part of the sandwich generation? We talk about how to prevent financial stress when caring responsibilities arise from children and parents.  You can find the full 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. Addi...

More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured. You can find the full 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&nbs...

This multi-asset option is an all in one ETF. But investors may have negative tax consequences. You can find the full article here 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 feature on the...

We take a look at how much franking credits adds to an investor's returns, and whether the obsession with the tax credits is justified. You can find the full article here. 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 o...

Ever had a Dollarmites account? It teaches us some valuable lessons but not the ones CBA touted. You can find the full article here . 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 feature on t...

James Gruber goes through Aussie stocks he would hold forever. You can find the full article here. 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 feature on the podcast  here. Additional r...

We try to increase your media literacy with a 101 on how to critically evaluate fund manager investment picks in the media. You can find the full article here. 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...

What is the meaning of life? Am I a cat person or a dog person? We try to answer an easier age-old question – dollar cost averaging vs lump sum investing. You can find the article Shani wrote, as well as the graphs from the study here. 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 ques...

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...