Investing Compass
224 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 22 ratingsInvesting 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.
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Episodes
Lessons from the top performing ASX share
June 22, 2024 20:00 - 17 minutes - 39.2 MBChasing 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out...
Does timing the market work?
June 15, 2024 20:00 - 15 minutes - 36.5 MBTime 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Save 33% off Morningstar Investor^ Sign up for a...
Boosting income with a covered call strategy
June 08, 2024 20:00 - 17 minutes - 41.2 MBMany 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Save 33% off M...
The wisdom of Charlie Munger
June 01, 2024 20:00 - 14 minutes - 34.1 MBCharlie 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 [email protected] or leave us a voicemail to feature on the podcast here. Save 33% off Morningstar Investor^ ...
How to retire early
May 25, 2024 20:00 - 16 minutes - 37.4 MBThree 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Save 33% off Morningstar Investor^ Si...
Why Aussies are better investors
May 18, 2024 20:00 - 17 minutes - 41 MBAussie 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Sav...
How to incorporate an expected inheritance into your financial plan
May 11, 2024 20:00 - 20 minutes - 47.9 MBThe 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 [email protected] 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.
Key takeaways from Morningstar's Mining Outlook
May 04, 2024 20:00 - 21 minutes - 48.9 MBChances 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 the information from the podcast. Interested in our investing course? Find it here. To submi...
Share deep dive: Nvidia NVDA
April 27, 2024 20:00 - 16 minutes - 37.5 MBNvidia 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? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningsta...
Warren Buffett says he will hold these stocks forever
April 20, 2024 20:00 - 16 minutes - 37.7 MBWhat 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 [email protected] 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.
Is passive investing harmful to markets?
April 13, 2024 20:00 - 15 minutes - 34.5 MBIn the US, passive funds have now surpassed active funds in size. There are critics of passive investing that are concerned about the impacts on the market. Should investors be worried? Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] 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. ...
How to make $100k in passive income
April 13, 2024 20:00 - 15 minutes - 34.5 MBWe 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 [email protected] 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.
Debt recycling
April 06, 2024 20:00 - 17 minutes - 39.5 MBShould 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 [email protected] 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.
This stock ticks all our boxes
March 30, 2024 19:00 - 17 minutes - 39.8 MBA 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 [email protected] 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.
Why Shani bought a house
March 23, 2024 19:00 - 26 minutes - 60.9 MBMany 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 email [email protected] or leave us a voicemail to feature on the podcast here. ...
Three most popular ETFs in Australia
March 16, 2024 19:00 - 23 minutes - 53.3 MBWe 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 [email protected] 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.
How investors should think about business risk
March 09, 2024 19:00 - 17 minutes - 39.8 MBAre 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 [email protected] 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.
A realistic retirement plan
March 02, 2024 19:00 - 21 minutes - 50.2 MBMen 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 [email protected] 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. Hoste...
[REPLAY] How to construct an investment portfolio
February 24, 2024 21:57 - 31 minutes - 22 MBEver 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.
A step-by-step investment strategy
February 24, 2024 19:00 - 25 minutes - 58.3 MBDesigning 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 [email protected] 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.
How to build a lazy portfolio with ETFs
February 17, 2024 19:00 - 26 minutes - 61.4 MBOur 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 one and two years. He was also a televisio...
Not all income is built equal
February 10, 2024 19:00 - 15 minutes - 36.3 MBThe 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 [email protected] 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.
How to build wealth with income investing
February 03, 2024 19:00 - 23 minutes - 53.8 MBAnd 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 [email protected] 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.
The lessons from the most successful stock of the last 80 years
January 27, 2024 19:00 - 16 minutes - 37.8 MBWe 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 [email protected] 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. Hos...
What to look for (and what to avoid) when picking ETFs
January 20, 2024 19:00 - 22 minutes - 52.5 MBOur 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 [email protected] 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 acas...
Mark's top 10 portfolio holdings
January 13, 2024 19:00 - 24 minutes - 57.1 MBWe 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 [email protected] 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.
[REPLAY] Best of 2023: Paying down your mortgage vs investing
January 06, 2024 19:00 - 22 minutes - 52 MBOur 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 [email protected] 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 ...
[REPLAY] Best of 2023: Our favourite income ETF
December 30, 2023 19:00 - 23 minutes - 54.3 MBOur 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 [email protected] 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 aca...
[REPLAY] Best of 2023: Build a portfolio with 3 ETFs
December 23, 2023 19:00 - 25 minutes - 59.3 MBOur 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 [email protected] 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.
Beat the market by changing how you invest
December 16, 2023 20:30 - 12 minutes - 29.5 MBWe 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 [email protected] Greenland Suriname French Guiana Western Sahara Mauritiana Guinea Bissau Guinea Ivory Coast Liberia Benin Burkina Faso Republic of the Congo Cameroon Central African Republic South Su...
How to use behavioural science to become a better investor
December 09, 2023 19:00 - 20 minutes - 48.1 MBOur 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 hurt their outcomes. Ryan joins us to discuss his latest research on how to better define goals...
Christmas gifts for investors 2023
December 02, 2023 19:00 - 20 minutes - 46.3 MBOur yearly episode of Christmas gift ideas for investors. To submit any questions or feedback, please email [email protected] 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.
Current opportunities
November 25, 2023 19:00 - 24 minutes - 56.2 MBOur 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via...
Market update going into 2024
November 18, 2023 19:00 - 17 minutes - 40.9 MBWe 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our websi...
[REPLAY] State of the market – April
November 18, 2023 18:15 - 18 minutes - 41.3 MBThis 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 [email protected] 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.
LICs vs ETFs
November 11, 2023 19:00 - 13 minutes - 32 MBIn 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our webs...
Are bonds back?
November 04, 2023 19:00 - 17 minutes - 39.3 MBAt 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are av...
Should you get involved in IPOs?
October 28, 2023 19:00 - 15 minutes - 34.4 MBThere'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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and m...
The case for China
October 21, 2023 19:00 - 17 minutes - 40.7 MBWe 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Pro...
Share deep dive: Woodside (ASX: WDS)
October 14, 2023 19:00 - 16 minutes - 38.5 MBIn a listener requested episode, we take a deep dive into Woodside (ASX: WDS). To submit any questions or feedback, please email [email protected] 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.
What is happening with Qantas?
October 07, 2023 19:00 - 21 minutes - 48.5 MBWe 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 feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. H...
[REPLAY] Passive Income
September 30, 2023 19:05 - 25 minutes - 57.7 MBMark speaks about his approach to generating passive income. For any comments, questions or feedback please email [email protected] 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.com/privacy for more information.
Can you retire on dividends?
September 30, 2023 19:00 - 16 minutes - 38.8 MBIn 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 [email protected] 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...
What can we learn from Japan?
September 23, 2023 20:00 - 17 minutes - 39.6 MBThere has been a lot of investor excitement around Japan. It is the tip of a decades-long story. 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 [email protected] 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. Ho...
What return are you actually getting from shares?
September 16, 2023 20:00 - 21 minutes - 50 MBWe break down each of the components of a total return to understand what you get at the end of your investment. 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 [email protected] 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...
A debt time bomb
September 09, 2023 20:55 - 18 minutes - 41.4 MBWe discuss global debt and why investors should pay attention 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 [email protected] 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/privac...
3 steps to financial independence
September 02, 2023 20:00 - 25 minutes - 58.8 MBEveryone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps. 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 [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our web...
Market outlook: Are investors too optimistic?
August 26, 2023 20:00 - 15 minutes - 35.9 MBOur market outlook looks at the current state of the market and themes investors should be aware of. 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 [email protected] 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. ...
What we think about the largest company in the world
August 19, 2023 20:00 - 26 minutes - 59.9 MBWe take a deep dive into the international stock you are most likely to own - Apple. To submit any questions or feedback, please email [email protected] 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.
The best lessons from 150 episodes
August 12, 2023 20:00 - 24 minutes - 55.8 MBIt's our 150th episode! We go through the best lessons from the last 150 episodes. To submit any questions or feedback, please email [email protected] 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.