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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

24:40

Every Aussie deserves a fair go with super

Investing Compass ·

2025/02/01

In this episode, we look at the places where our system is failing some Aussies as it relates to super tax policy. We offer some guidance about what they can do until the system catches up.Find our weekly wrap below:Resilience can’t compete with the popular portrayal of successful investors who stare down risk and are rewarded with mountains of cash. What is lost in this inaccurate portrayal is the impact of randomness on results.Mark's Unconventional Wisdom column goes through how to build

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23:12

Mark won't hold these assets

Investing Compass ·

2025/01/25

We go through a list of the assets that Mark doesn't hold. We get asked constantly about what's in our portfolio, but sometimes we find it even more insightful to explore what is deliberately excluded.You're able to find the full version of Mark's article here.How a huge ASX winner upset the odds: Many of the stock market's biggest winners come from companies that manage to dominate an important emerging industry. Australia's Car Group is one such company, yet its ascent was anything but likely. In

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18:48

Should I allocate part of my portfolio to having a punt?

Investing Compass ·

2025/01/18

This episode is based on an email that we received from a listener who has a specific allocation in their portfolio to taking speculative bets. The rationale was that it helped control their behaviour by allowing them a designated allocation, while the rest of the portfolio remained untouched. We explore whether a strategy like this, called 'Mad Money', can work for investors.Interested in our investing course?Find it here.To submit any questions or feedback, please email

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14:26

The perfect ETF

Investing Compass ·

2025/01/11

We go through the characteristics of what a perfect ETF would look like.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 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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17:38

Dividend ETFs

Investing Compass ·

2025/01/04

We take a deep dive into dividend ETFs and how investors can pick one that suits them by running through 4 dividend ETF examples.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 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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15:03

[Best of 2024]: How to make $100k in passive income

Investing Compass ·

2024/12/28

This episode was one of our most popular of 2024. 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 emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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26:49

[Best of 2024]: How to build a lazy portfolio with 3...

Investing Compass ·

2024/12/21

This episode was one of our most popular of 2024. 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 China fund was ranked number one globally over

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21:13

Christmas gifts for investors 2024

Investing Compass ·

2024/12/14

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 channel.Interested in our investing course?Find it here.To submit any questions or feedback, please email

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18:25

Is this the best metric for income investors?

Investing Compass ·

2024/12/07

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 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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16:44

Increase your super balance by 25%

Investing Compass ·

2024/11/30

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.Interested in our investing course?Find it here.To submit any questions or feedback, please email

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22:39

How to invest with a couple of dollars

Investing Compass ·

2024/11/23

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 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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15:44

How to pick a super option

Investing Compass ·

2024/11/16

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 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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13:34

Protecting yourself and your assets

Investing Compass ·

2024/11/09

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 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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25:45

3 ASX growth stocks for the long term

Investing Compass ·

2024/11/02

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 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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18:30

How to build a travel fund

Investing Compass ·

2024/10/26

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 podcasthere.Additional resources from our episodes are availablevia ourwebsite.Audio Producer and mixer:William Ton

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18:35

Replacing hybrids

Investing Compass ·

2024/10/19

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 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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19:39

The Sandwich Generation: handling caring...

Investing Compass ·

2024/10/12

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 articlehere.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 podcasthere.Additional resources from our episodes are availablevia ourwebsite.Audio Producer and mixer:William Ton.Hosted on Acast.

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17:07

Chances are your estate will be contested. Here's how...

Investing Compass ·

2024/10/05

More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.You can find the full articlehere.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 podcasthere.Additional resources from our episodes are availablevia ourwebsite.Audio Producer and mixer:William Ton.Hosted on Acast. Seeacast.com/privacyfor more information. Hosted on Acast. See

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16:21

All in one Vanguard ETF deep dive

Investing Compass ·

2024/09/28

This multi-asset option is an all in one ETF. But investors may have negative tax consequences. You can find the full article hereClick the following link for the 5-in-5 With ANZ podcast:https://link.chtbl.com/YEE71vpxInterested 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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William

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18:39

The value of franking credits

Investing Compass ·

2024/09/21

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/YEE71vpxInterested 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 podcasthere.Additional resources from our episodes are availablevia our

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286 results

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