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
Musings on the markets: 2021-2022
December 25, 2021 19:00 - 16 minutes - 11.1 MBA different take from most, we take a typical Investing Compass look at the state of the market at the end of 2021. On behalf of Mark, Shani and Will, we wish you a Happy New Year and all the best for 2022. For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 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/investin...
The book everyone tells you to read
December 18, 2021 19:00 - 18 minutes - 12.9 MBOur second book review looks at key lessons that we can take from the Intelligent Investor by Benjamin Graham. This book has been heralded as one of the most important investing books ever written, and one of Buffet's favourites (drink!). For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] Additional resources from our episodes are available via our website: https://www.morningst...
Making a list and checking it twice
December 11, 2021 19:00 - 27 minutes - 18.9 MBWe exchange the presents we got each other and explore gift ideas for investors in our annual Christmas episode For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 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 ...
Meeting a share IRL
December 04, 2021 19:00 - 29 minutes - 20 MBA listener requested episode, we go through practical examples that put our three part share trilogy into practice. Understand how to choose between two businesses, and what to look for when investing in shares. For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 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/inv...
Meeting a share IRL
December 04, 2021 19:00 - 29 minutes - 20 MBA listener requested episode, we go through practical examples that put our three part share trilogy into practice. Understand how to choose between two businesses, and what to look for when investing in shares. For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 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/inv...
What's not to LIC?
November 29, 2021 01:00 - 27 minutes - 19 MBA listener requested episode, we explore Listed Investment Companies. They've risen in popularity and their company structure offers distinct benefits for investors. We explore how they're structured, and how to spot a good one. For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 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/...
[REPLAY] How to construct a portfolio
November 28, 2021 02:00 - 31 minutes - 22 MBOne of our most popular episodes from earlier this year to hold you over until our new episode comes out later this week. For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] Additional resources (and a picture of Mark's pork nachos) from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and ...
[REPLAY] How to construct a portfolio
November 28, 2021 02:00 - 31 minutes - 22 MBOne of our most popular episodes from earlier this year to hold you over until our new episode comes out later this week. For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] Additional resources (and a picture of Mark's pork nachos) from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and ...
Exploring Alternative Lifestyles II
November 20, 2021 19:00 - 19 minutes - 13.5 MBA listener requested episode, and the second part and last part of our series, we explore alternative investments and their place in your portfolio. For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] Additional resources (and a picture of Mark's pork nachos) from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/...
Exploring Alternative Lifestyles
November 13, 2021 19:00 - 21 minutes - 14.8 MBAnother listener request and the first episode of a two parter (sorry guys), we explore alternative investments and their place in your portfolio. For any comments, questions or feedback please email [email protected] Additional resources (and a picture of Mark's pork nachos) 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...
Breaking the internet: Bitcoin ETFs
November 06, 2021 19:00 - 22 minutes - 15.4 MBWe explore two phenomenons wrapped into one in Bitcoin ETFs, and whether your FOMO can be satiated with these relatively new products. For any comments, questions or feedback please email [email protected] Additional resources (and a picture of Mark's pork nachos) 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...
Let's get real: Infrastructure and Listed Property
October 30, 2021 19:00 - 29 minutes - 20.5 MBWe explore real assets – as protection for your portfolio in an inflationary environment, and how these assets can fit into your portfolio more generally. 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 m...
The misfits: A holistic look at portfolio construction
October 23, 2021 19:00 - 40 minutes - 27.8 MBA listener requested episode, we look at where unlisted or non-traditional assets might fit into your asset allocation. 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.
How super is Super: Part 2
October 15, 2021 01:00 - 39 minutes - 27.4 MBAdmitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation. 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.c...
How super is Super
October 09, 2021 19:00 - 28 minutes - 19.7 MBAdmitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation. 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
How super is Super
October 09, 2021 19:00 - 28 minutes - 19.7 MBAdmitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation. 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 acas...
Taking stock: fund managers and their top picks
October 02, 2021 20:00 - 26 minutes - 18.5 MBOur second episode taking stock of fund managers and their top picks looks at some of Australia's biggest funds by size. We take a look at Orbis Global Equity Fund, Platinum International and T Rowe Price Global Equity. We stack them up against our Morningstar analysts, and see if they agree with where these managers have taken their biggest bets. We also check in on our original trio and their top holdings - Ark's Cathie Wood, Magellan's Hamish Douglass, and Morningstar's Australian Fund...
All about the Melbas
September 25, 2021 20:00 - 29 minutes - 20.6 MBAll about the Benjamins? Yeah, nah. Dame Nellie Melba graces the front of our $100 note, and was known as a stellar operatic soprano. In this episode, we belt out the case for cash at different stages of your investing journey. 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: Willia...
A deep dive into ETFs (Part II)
September 18, 2021 20:00 - 21 minutes - 15 MBThe second part of our series. We take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles. 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.
A deep dive into ETFs
September 11, 2021 20:00 - 31 minutes - 21.8 MBWe take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles. 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.
I'm not a businessman, I'm a business, man
September 04, 2021 19:00 - 20 minutes - 14.5 MBIn our first book review, we look at key lessons that we've pulled from William Thorndike's The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success. 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/credit/article/invetingcompass/214638 Please follow us on Instagram: @morningstarinvestorau Audio Producer and mixer: Willia...
Swipe right for shares: Part 3
August 28, 2021 20:00 - 31 minutes - 21.4 MBThe third part of the series on how to pick shares covers finding a share that is right for you. Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638 Please follow us on Instagram: @morningstarinvestorau For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Swipe right for shares: Part 2
August 21, 2021 20:00 - 31 minutes - 21.9 MBThe second of our three part series on how to pick shares covers calculating a fair value. Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638 For any questions comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Swipe right for shares: Part 1
August 14, 2021 20:00 - 25 minutes - 17.7 MBThe first of our three part series on how to pick shares covers finding great businesses. For any questions comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
I guess you lose some and win some, as long as the outcome is income
August 07, 2021 20:00 - 30 minutes - 20.8 MBWe go through the factors to look out for in shares when trying to find sustainable income (and Shani finally gets her Drake lyrics into the episode title). If you're leaving a comment and rating to gain access to our conference, please email [email protected] so we are able to contact you. For any other comments, questions or suggestions please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy...
Cash rules everything around me
July 31, 2021 20:00 - 21 minutes - 14.9 MBAre you a balance sheet? Are you an income statement? Are you confused by the question? For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Turn your head and cough - time for your portfolio check-up
July 24, 2021 22:00 - 21 minutes - 15.1 MBWe walk through our mid-year portfolio review to see if we need second jobs or are ready to retire. For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
If you can't read the scoreboard, you don't know the score
July 17, 2021 22:00 - 29 minutes - 20.1 MBWe explore how to measure success as an investor and advantages you have over professional investors For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Terms and conditions for competition Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will s...
Devine intervention II: The finfluencers strike back
July 10, 2021 22:00 - 25 minutes - 17.7 MBPart 2 of our exploration of why all investors need to pay attention to the impact of finfluencers For any questions, comments or feedback please email [email protected] Terms and conditions for competition Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for ...
Devine Intervention
July 09, 2021 03:00 - 24 minutes - 17.2 MBWhy all investors need to pay attention to the impact of finfluencers. Part one of a two part series. For any questions, comments or feedback, please email [email protected] Terms and conditions for competition Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews f...
Devine intervention
July 08, 2021 04:00 - 24 minutes - 17.2 MBWhy all investors need to pay attention to the impact of finfluencers For any questions, comments or feedback, please email [email protected] Terms and conditions for competition Entries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for the podcast. Chance plays n...
Shortcut to Index Funds
July 03, 2021 22:00 - 5 minutes - 3.84 MBIndex funds, or passive funds are low-cost investments that are professionally managed - but there's no stock picking. We dive into the types of indexes, and speak about where they have historically performed well and added value for investors. For any questions, comments or feedback, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Does anyone look good in platforms?
June 26, 2021 22:00 - 34 minutes - 23.6 MBThe rising cost of advice has increased the amount of self-advised investors, and also the number of platforms trying to suit their needs and fighting for their funds. In this episode, we explore different micro-investing, broker and managed investment platforms, looking at the risks and trade offs for investors to consider. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, c...
Does anyone look good in platforms?
June 26, 2021 22:00 - 34 minutes - 23.6 MBThe rising cost of advice has increased the amount of self-advised investors, and also the number of platforms trying to suit their needs and fighting for their funds. In this episode, we explore different micro-investing, broker and managed investment platforms, looking at the risks and trade offs for investors to consider. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, ...
You down with ESG? (Yeah, you know me)
June 19, 2021 01:00 - 23 minutes - 16.4 MBSustainable investing is growing in popularity, yet there remains a lot of confusion on the topic. We tackle the different variations, break down whether it has impacted investment performance and the future of sustainable investing. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Audio Producer and mixer: Wi...
Risky Business
June 13, 2021 00:00 - 13 minutes - 9.19 MBEver taken a Risk Tolerance Questionnaire? Thinking about risk in the wrong way can have profound impacts on your investing outcomes. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Checking the barometer
June 05, 2021 22:00 - 21 minutes - 14.6 MBWe walk through considerations when deciding between active and passive strategies You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Checking the barometer
June 05, 2021 22:00 - 21 minutes - 14.6 MBWe walk through considerations when deciding between active and passive strategies You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me
Living the theme
May 29, 2021 22:00 - 22 minutes - 15.8 MBThematic ETFs use compelling narratives to sell investments. We explore whether they are worth the hype. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
The four words every investor should know
May 22, 2021 21:00 - 19 minutes - 13.5 MBWe tackle whether a compelling story makes a compelling investment. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Special Episode: Inflation
May 18, 2021 08:00 - 19 minutes - 13.5 MBConsumer prices in the US surged in April this year by the most in any 12 month period since 2008. This episode covers what’s happening at the moment, how the market are reacting and how to find robust companies that can withstand inflationary changes, or have measures in place to protect them. For any questions, comments or feedback, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more informa...
Are emerging markets worth the risk?
May 14, 2021 01:00 - 26 minutes - 18.2 MBJeremy Grantham recently said "Emerging markets in many ways are the growth that’s left in the system. They will guarantee to grow faster than the developed countries … they’re much cheaper, they haven’t been beat up, they don’t have as much speculative excess. They’re a respectable investment,”. In this episode, we explore the opportunity and risk of emerging markets, and whether they have a place in your portfolio. For any feedback, questions or comments please email mark.lamonica1@mornin...
Selecting investments to reach your goals
May 09, 2021 10:00 - 28 minutes - 19.5 MBWe go through Mark's decision making process for how he has structured his portfolio to reach his goals. For any feedback, questions or comments please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Bonds
May 02, 2021 10:00 - 28 minutes - 19.4 MBWe explore why bonds are worth paying attention to. For any feedback, questions or comments please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
How passive is passive investing?
April 25, 2021 10:00 - 18 minutes - 12.5 MBWe explore the risks of the increasing popularity of passive investing. For any questions, comments or feedback, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
How passive is passive investing?
April 25, 2021 10:00 - 18 minutes - 12.5 MBWe explore the risks of the increasing popularity of passive investing. For any questions, comments or feedback, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me
Lessons from market crashes
April 18, 2021 10:00 - 26 minutes - 18 MBSometimes history repeats itself. Learn about past market crashes and see what lessons may apply today. We explore the nifty 50 and .com crash during this episode. For any questions, comments or feedback, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Have market conditions impacted how much you need in retirement?
April 11, 2021 10:00 - 15 minutes - 10.9 MB4% has been heralded as the amount you can safely draw down each year from your retirement savings. We explore whether market conditions have changed this standard, and how you should be thinking about retirement goals. For any comments, feedback or episode requests, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
What are top fund managers holding?
April 01, 2021 01:00 - 22 minutes - 15.7 MBWe take a deep dive into the top holdings of Ark's Cathie Wood, Magellan's Hamish Douglass, and Morningstar's Australian Fund Manager of the Year, Hyperion Asset Management. We stack them up against our Morningstar analysts, and see if they agree with where these managers have taken their biggest bets. For any questions, comments or feedback, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for mor...
Morningstar take on Buy Now, Pay Later
March 28, 2021 09:00 - 26 minutes - 18 MBWe zero in on Afterpay and Zip, exploring whether their current valuations are justified, and whether they'd make good long term investments. For any questions, comments or feedback, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.