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PODCAST

Investing Compass

Morningstar Australia

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs. Hosted on Acast. See acast.com/privacy for more information.

business investing

All Episodes

17:13

Private Assets 101

Investing Compass ·

2025/06/21

In this episode, we dive into private assets. What they are, their history, the risks and benefits and whether they suit investors.In this week's Unconventional Wisdom column, Mark runs through the reason why private credit is a hard no for him. As investors rush into the attractive yield offered by private credit providers, he urges caution and why all that glitters is not always gold.Shani's Future Focus looks at three ways to maximise your returns. Her column looks past how to find the best

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14:00

How to defer income tax until you sell your shares

Investing Compass ·

2025/06/14

In this listener requested episode, we look at the difference between Dividend Reinvestment Plans (DRPs) and Dividend Substitution Share Plans (DSSPs). There are some very important benefits to each plan that may mean one plan will suit investors better than the other.You're able to find the full article here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcasthere.Additional resources from our episodes are availablevia

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14:34

How to successfully monitor your portfolio

Investing Compass ·

2025/06/07

This episode goes through the steps to successfully monitor your portfolio. For successful investors, your job doesn’t end when you hit ‘buy’.You're able to find the full article here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcasthere.Additional resources from our episodes are availablevia ourwebsite.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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19:51

The stocks the best performing superfunds are...

Investing Compass ·

2025/05/31

In this episode, we look at the top shares of Australia’s best performing super funds, and our equity analysts’ outlook for the stocks.You're able to view the article here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcasthere.Additional resources from our episodes are availablevia ourwebsite.Audio Producer and mixer:William Ton.This week for Mark's Unconventional Wisdom column, he grades the superannuation system in

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19:48

Lessons from Buffett you should ignore

Investing Compass ·

2025/05/24

Buffett has invested for over 7 decades, where his investing style and approach has evolved. There are many lessons, quotes and soundbites that investors take from him. This episode looks at the lessons that we should ignore from Buffett.You can find the full article here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcasthere.Additional resources from our episodes are availablevia ourwebsite.Audio Producer and

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23:54

Why you should pay attention to the new super tax

Investing Compass ·

2025/05/17

This episode runs through what the new Division 296 tax is, who it impacts, what investors should do to prepare for it.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcasthere.Additional resources from our episodes are availablevia ourwebsite.Audio Producer and mixer:William Ton.Shani's Future Focus column takes a deep dive into the controversial Division 296 tax - also known as the unrealised capital gains tax in super

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12:45

Lowering the impact of tax on returns

Investing Compass ·

2025/05/10

In this listener requested episode, we take a look at how taxes impact you as an investor. Understanding the maths behind all of the variables for your total return means you're able to make better decisions. Tax is a big one.In this week's Unconventional wisdom column, Mark explores whether investor complacency is out of touch with reality. He looks at game theory and a prisoner's dilemma, and the lessons that investors can take from it, especially when it comes to the current market volatility. He

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23:17

Listen to this before you pick an ETF

Investing Compass ·

2025/05/03

We run through some of the main choices that investors face when going through the ETF selection. We toss up the options with international ETF choices, and point to a few factors that investors should look for when choosing between similar ETFs.You can find the full article here.Mark has written through the full process, including an ETF pick for income here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the

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19:12

2 new Vanguard ETFs: Income and Growth

Investing Compass ·

2025/04/26

We strongly believe that investors should know what they're investing in. Vanguard's 2 new ETFs, Vanguard Diversified All Growth Index ETF VDAL and Vanguard Diversified Income ETF VDIF are bound to interest investors as they are income and growth plays. We take a deep dive into both, and multi-asset offerings in general.You can read the full article here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcasthere.Additional

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23:56

Cage fight: US & Australian retirement systems

Investing Compass ·

2025/04/19

In a listener-requested episode, we look at the pros and cons of the US and Australian retirement systems.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcasthere.Additional resources from our episodes are availablevia ourwebsite.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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32:28

Market turmoil and should you send your kids to...

Investing Compass ·

2025/04/12

In a listener requested episode, we explore the trade offs that parents are making with private school. We look at the costs of Government, Catholic and Independent schools, and the impact that these costs can have on your financial outcomes. Although schooling is a personal preference and not a purely financial one, it is always important to understand the opportunity cost.You are able to find the full article here.You can find the travel fund episode here. To submit any questions or feedback,

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18:38

Work out the probability of running out of money in...

Investing Compass ·

2025/04/05

We run through the Monte Carlo simulation and how you can use it to understand how asset allocation and other variables in your portfolio will determine the longevity of your retirement portfolio. You can use these outcomes to improve your retirement outcomes.You can find the Monte Carlo simulator here.You can read Mark's full article here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcasthere.Additional resources from

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23:31

Buying a home out of reach? Try these financial goals...

Investing Compass ·

2025/03/29

Some investors don't think that they have any goals to work towards, so they are unable to add proper structures and frameworks to their investment portfolios. This episode goes through a framework to dig deeper for your financial goals by exploring what you want from life, and therefore your finances.You are able to find the full article here.As cost of living increases and careers become more demanding, many younger people are also turning to income investing to derive a passive income. As more

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23:57

Building a 3 ETF portfolio in 2025

Investing Compass ·

2025/03/22

We look at the ETFs that would go into a 3 ETF portfolio, using Morningstar's Manager Research Medalist ratings. In this week's Unconventional Wisdom column, Mark runs through what he should do about a position in his portfolio that has grown too large. He is reluctant to sell shares, especially due to the tax consequences, but it also aware of the dangers of having a large concentration in one share that violates his investment policy statement.Shani recently wrote an article on why she includes

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19:37

How to invest in a post-tariff world

Investing Compass ·

2025/03/15

This episode focuses on tarriffs - how investors should think about them, how they should position their portfolios, and the types of companies that will continue to prosper.Industry super funds have turned to private assets to invest the retirement savings of millions of Australians. In this week's Unconventional Wisdom column, Mark explores whether they live up to the hype.The proposed $3 million super cap was originally seen as a tax for the wealthy. With no adjustment for inflation, with time it

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23:46

Should I reinvest my dividends?

Investing Compass ·

2025/03/08

Mark goes through why the conventional wisdom is to reinvest dividends, but despite this, why he has stopped.This week, Mark’s Unconventional Wisdom column takes a deep dive into the Yale model. He looks at whether Industry superfunds are following the wrong investment strategy, as there are signs that it may not work as well in the future as it has in the past.For International Women's Day, Shani's Future Focus column looks at how women have been able to find financial security regardless of

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22:02

Why Shani uses managed funds

Investing Compass ·

2025/03/01

In a listener requested episode, Shani goes through why she uses managed funds and how she chose to use the investment product for the problems that it solves for her.Mark's Unconventional Wisdom column takes readers on a trip to Monte Carlo this week. He looks at the levers that investors can pull to have a more secure retirement, reducing uncertainty for investors.Shani's Future Focus column explores the trade offs that parents are making with private school. In an Investing Compass listener

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25:46

How to use an inheritance: Pay off your mortgage or...

Investing Compass ·

2025/02/22

This episode explores what to do when you receive an inheritance, and the options that you have when you invest. We consider paying off a mortgage and investing in and out of superannuation.Other episodes where we speak about inheritances include: Your options when you inherit a houseHow to incorporate an expected inheritance into a financial planThe documents you need to protect your assetsMark's Unconventional Wisdom column looks at a study showing investors that own passive products get lower

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23:07

How many holdings should I have in my portfolio?

Investing Compass ·

2025/02/15

We speak about the positives and perils of diversification in your portfolio, and how to find a balance. This week in Mark's Unconventional Wisdom column he challenges the traditional classifications of income and growth stocks. He runs through his focus on dividend growth, rather than just focusing solely on yield. Mark runs through a controversial income pick that he believes offers significant potential for future dividend growth.Core/Satellite is an investment strategy that many financial

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18:35

Insuring yourself for worst case scenarios

Investing Compass ·

2025/02/08

Insurance is a necessary evil of a holistic financial plan. Some investors avoid enroling or reviewing their insurances.as it's a tedious task that provides no immediate benefit. It however, provides peace of mind and protection at some of the most vulnerable times of your life. It's important to optimise your insurance to make sure you are adequately covered, but also that you are minimising the costs. We go through the best ways to protect yourself.You can view the full article here.Mark's

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286 results

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