Investing Compass

Ever wonder how to pick your first investment, or whether your portfolio is going to get you to your end goal? We talk through a four step framework to align your goals to your investment portfolio. Audio Producer and mixer: William Ton – www.willton.me   Hosted on Acast. See acast.com/privacy for more information.

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself. 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 an...

Our guest James Gruber discusses how to build a lazy portfolio with 3 ETFs, and the issues that you come across when you do this. James Gruber is the Assistant Editor of Firstlinks. Prior to that, he covered Asia as a leading fund manager, stockbroking analyst and journalist. More recently, he was a portfolio manager for Asian equities at AMP Capital, managing Asia and China. During his time there...

The argument for why investing is supported by the tax code. Find the referenced 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 website. Audio Producer and mixer:  Will...

And why the arguments against income investing don't stack up. Want to read Mark's full article? You can find it 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 website. Audio Produc...

We go through the four factors that led to the success of Philip Morris, and what you can look for to find a strong opportunity today. Read the article and find the referenced graphs 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 resourc...

Our guest Steven Le, a manager research analyst at Morningstar, goes through what to look for and what to avoid with ETFs, and how investors can apply the Morningstar process themselves for choosing investment products. 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 episode...

We run through Mark's top ten holdings, how they fit into his investment strategy and when to sell shares. . 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 acast....

Our third most popular episode for 2023, and the last of our Best of 2023 series. The age old question. This episode goes through the main considerations between paying down your mortgage and investing. 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&n...

Our second most popular episode of 2023. We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director, Manager Research - Justin Walsh. 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 episod...

Our most popular episode of 2023 looks at building a portfolio with 3 ETFs. We simplify constructing a portfolio and show how to build one with three trades. 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 mixe...

We talk about how to have an advantage when investing. If you have a friend in these countries, help us out by getting them to listen to your favourite episode of Investing Compass. Please send us a screenshot of proof (text messages, pictures etc.) via email to mark.lamonica1@morningstar.com Greenland Suriname French Guiana Western Sahara Mauritiana Guinea Bissau Guinea Ivory Coast Liberia Benin...

Our guest for today's episode is Dr Ryan Murphy, Global head of Behavioural insights at Morningstar. Ryan's team spends their time helping individual investors and advisers understand the ‘you’ part in investing. It is about understanding why investors make the decisions that they do – often to their detriment- and practical ways for investors to reduce the likelihood of making decisions that will...

Our yearly episode of Christmas gift ideas for investors. 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 acast.com/privacy for more information.

Our guest Dan Kemp who runs Morningstar's global investment management team shares thoughts on current opportunities, Morningstar Investor's Black Friday sale will give new subscribers 40% off a 12 month subscription. Use the code IC40 to claim your offer. Offer ends 11:59pm AEDT, 24 November 2023. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voice...

We talk about the current market environment, and how investors should position themselves going into 2024. Morningstar Investor's Black Friday sale will give new subscribers 40% off a 12 month subscription. Use the code IC40 to claim your offer. Offer ends 11:59pm AEDT, 24 November 2023. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to fe...

This replay episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio based on the current market.   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...

In a listener requested episode, we look at LICs vs ETFs, and why an investor may choose one over the other. Morningstar Investor's Black Friday sale will give new subscribers 40% off a 12 month subscription. Use the code IC40 to claim your offer. Offer ends 11:59pm AEDT, 24 November 2023. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to f...

At our recent conference, many investment professionals touted the attractiveness of bonds. Are they back and should you invest? Morningstar Investor's Black Friday sale will give new subscribers 40% off a 12 month subscription. Use the code IC40 to claim your offer. Offer ends 11:59pm AEDT, 24 November 2023. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave...

There's going to be an influx of IPOs in the near future. Should you get involved? Morningstar Investor's Black Friday sale will give new subscribers 40% off a 12 month subscription. Use the code IC40 to claim your offer. Offer ends 11:59pm AEDT, 24 November 2023. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast&nbsp...

We recently spoke about where Morningstar saw undervalued assets in our 'Lessons from Japan' episode. One of these markets is China. In this episode, we go through how a downturn could impact other economies, China viewed as an investment opportunity, and how to get exposure. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the...

In a listener requested episode, we take a deep dive into Woodside (ASX: WDS). 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 acast.com/privacy for more informati...

We sit down with Morningstar Equity Analyst Angus Hewitt to speak about Qantas, A2 Milk and other stocks in his coverage. He lets us know the best opportunity in his coverage and the outlooks for the sectors. Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors.  Click here  to register today. To submit any questions or feedbac...

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 a listener requested episode, we explore whether investors can rely solely on dividends to fund their retirement. Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors.  Click here  to register today. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the pod...