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
Shortcut to Diversification
March 20, 2021 21:00 - 6 minutes - 4.78 MBWe explain diversification, why it's important for your portfolio, and why too much of it can also be detrimental. 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.
SPACs (Special Purpose Acquisition Companies)
March 14, 2021 09:00 - 13 minutes - 9.12 MBIs speculation getting out of control? Looking at the SPAC market may be an indication that we're in a bubble. 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.
Tech stocks
March 07, 2021 09:00 - 26 minutes - 18 MBTech stocks have provided extremely attractive returns to investors, making up larger and more significant portions of market indices as they continue their growth. We look at their business models, how they differ from the traditional, and their outlook. 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.
Is the market overvalued?
February 28, 2021 09:00 - 25 minutes - 17.7 MBMarket commentators have been heralding that the market is overvalued -we look at traditional indicators and where they sit compared to other significant market events like the GFC, Black Friday and the .com bubble. Then, we walk through how investors can find opportunities in these markets, and the strategies they should consider. For any questions, comments or feedback, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. ...
Shortcut to Financial Statements
February 21, 2021 09:00 - 6 minutes - 4.65 MBWe explore the balance sheet, cash flow statement and income statement. These are financial statements that you’ll find for any listed company, providing insights into their financial position and health. This episode will help you make more informed investing decisions based on what you can find on these statements. Please send any feedback, comments or competition entries to [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast...
Bitcoin
February 14, 2021 09:00 - 24 minutes - 17 MBBitcoin is a controversial topic that has split investors into three camps. Those that are fiercely for it, those that are fiercely against it, and those that don’t really understand it. This episode is for the third camp - we go through what Bitcoin is, where it came from and its mechanics, and then we put it into context as an investment. Please send any feedback, comments or competition entries to [email protected] Audio Producer and mixer: William Ton – www.willton.me Ho...
Shortcut to Asset Allocation
February 06, 2021 13:00 - 5 minutes - 3.78 MBOur shortcut to asset allocation explores this concept which has been found to contribute to over 90% of your investment returns. 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.
Morningstar take on the GameStop saga
February 02, 2021 06:00 - 15 minutes - 10.9 MBA lot of people have made a lot of money in the last few weeks. Understand the mechanics behind GameStop, shorting and the impact of short squeezes in our special episode. Please send any feedback, comments and competition entries to [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
International Investing
January 30, 2021 13:00 - 23 minutes - 16.4 MBThis episode covers why you should have international exposure in your portfolio, then move on to how to invest internationally, covering some of the nuances around investing outside of Australia including currency risk. Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Shortcut to Valuation
January 24, 2021 07:00 - 5 minutes - 3.63 MBThe price of the stock doesn't always necessarily reflect its value. Our shortcut episodes explores valuation and why its important to invest with it front of mind, instead of price. Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
How to Select Funds and ETFs
January 17, 2021 09:00 - 26 minutes - 18.3 MBFor our second episode on Funds and ETFs, we go through what to look for when selecting a fund and ETF by going through a practical example. For any feedbacks, 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.
Shortcut to Alpha and Beta
January 10, 2021 09:00 - 5 minutes - 4.1 MBWe cover alpha and beta - two investing ratios that can help you understand the performance and volatility of investments. For any questions 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 to construct an investment portfolio
January 03, 2021 07:00 - 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.
What to do before you start investing
December 27, 2020 19:00 - 33 minutes - 23.2 MBMaking sure you’re in a position to invest is like laying the foundations on a house. In this episode, we run through what you need to ensure your foundations are solid, allowing you to invest confidently and for the long term. Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Christmas Gift Ideas for Investors
December 10, 2020 21:00 - 21 minutes - 14.8 MBOur Christmas episode goes through gifts you could give an investor at any part of their investing journey, from beginners to those who have been investing for decades. We'll go through some investments with low minimums, 3 stock ideas on our December Global Best Ideas List, and some books to further your knowledge. For any comments or feedback, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for mo...
Improving Investing Outcomes for Women
December 08, 2020 05:00 - 48 minutes - 33.6 MBThe importance of saving and investing is not gender-specific - it's critical for everyone. Some issues, however, disproportionately impact women - including poorer retirement outcomes, a bias in financial advice and the failure to invest. This episode covers these gaps that women disproportionately face with investing and retirement, and some practical tips to help even the playing field. For any questions, comments or feedback, please email @[email protected] Audio Producer ...
How do interest rates impact investments?
November 24, 2020 21:00 - 27 minutes - 18.6 MBWe've been in a prolonged period of falling interest rates since the mid-80s, having impacts on investment returns from different asset classes. This episode covers how investors should think about interest rates and monetary policy, and the impacts of falling and rising rates on investments. Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
Unlocking the value of financial advice (even if you're self-advised)
November 12, 2020 10:00 - 33 minutes - 22.8 MBThis episode will help people who use financial advisers understand where they can actually add value and how you can protect yourself as a consumer. For those that don’t use a financial adviser - we want you to understand how you can get some of the benefits that advisers can provide, even when you are investing on your own. For any feedback or comments, please email [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/pr...
Investing during the US Presidential Election
October 27, 2020 07:00 - 28 minutes - 19.9 MBThe US Presidential election promises to be chaotic in more ways than one. We run through how the election may cause volatility in your portfolio, what you should do about it, and whether now is the right time to invest. For any questions, feedback 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.
What are managed funds and ETFs?
October 25, 2020 23:00 - 39 minutes - 27.2 MBAs an investor, you will have different goals and objectives to the next person - stocks are not always the right solution. In this episode, we discuss managed funds and ETFs, which may suit investors who are just starting out, or investors looking to gain exposure to certain asset classes. We tackle some of the misinformation around these investment products, and run through a few scenarios in which they may suit investors. For any comments or feedback, please email us at mark.lamonica1@mor...
Demystifying Investing Myths
October 21, 2020 10:00 - 38 minutes - 26.6 MBWe speak about if property beats stocks, whether ESG makes you trade performance for morals, or whether professional investors always know best. We run through becoming a more rational investor by taking a step back, and analysing investments based on whether they meet your goals. For any questions, comments or feedback, please contact [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
What is a dividend?
October 13, 2020 23:00 - 27 minutes - 63.3 MBDividends and distributions are cash payments from investments to investors. Learn what they are, how they can fit into your investment strategy, and the trade offs between current yield and future growth. For any feedback 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.
What is a share?
October 05, 2020 22:00 - 24 minutes - 55.7 MBShare, stock, equity. What is it and how can it help you reach your goals? This episode will look at three key concepts - owning a share means owning a part of a business, shares and the stock market are two inherently different things and the long term drivers of returns: earnings growth, dividends and changes in valuation levels. If you have any feedback or questions, please email us - [email protected] Audio Producer and mixer: William Ton – www.willton.me Hosted on Acas...
Introducing Investing Compass
September 30, 2020 05:00 - 2 minutes - 4.77 MBWelcome to Investing Compass, 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. Investing Compass is hosted by Mark LaMonica and Shani Jayamanne Hosted on Acast. See acast.com/privacy for more information.