On this episode, we explore CFDs - Contracts for Difference. They're controversial investments that are facing scrutiny from regulators around the world - but investors keep using them. Do they have a place in your portfolio? For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://ww...
Apr 21, 2022•19 min•Season 3Ep. 19
In a replay from last year we tackle whether a compelling story makes a compelling investment. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy...
Apr 16, 2022•20 min
We explore derivatives - what they are, and how they can be used in your portfolio. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more i...
Apr 09, 2022•22 min•Season 3Ep. 18
We take a look under the hood of the ASX200 and the S&P 500 – what the top holdings are and what our analysts think of them. We also look at a couple of actively managed funds – Magellan Infrastructure (ASX:MICH) and Hyperion Global Growth Companies (ASX: HYGG) – where have these fundies taken their largest bets? For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com...
Apr 02, 2022•31 min•Season 3Ep. 17
This episode covers the equity risk premium. We quantify how much you're compensated for the risk you take on when investing in shares. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton....
Mar 26, 2022•15 min•Season 3Ep. 16
We do our second deep stock deep dive from Morningstar's March Best Idea List - this time, ASX-listed Kogan (ASX:KGN). We show investors what to look out for in quality stocks that may be out of favour with the market. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.faceb...
Mar 19, 2022•25 min•Season 3Ep. 15
Think you know what it takes to be a passive investor? In this episode, we explore what a truly passive portfolio would look like, built with ETFs. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – ...
Mar 12, 2022•22 min•Season 3Ep. 14
In this episode, we look at where returns come from. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Join our Facebook Group here: https://www.facebook.com/groups/317184219201344 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Mar 05, 2022•20 min•Season 3Ep. 13
We review Philip Fisher’s iconic book that has influenced their approach to growth stock investing for many professional investors. For any comments, questions or feedback please email mark.lamonica1@morningstar.com 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....
Feb 26, 2022•30 min•Season 3Ep. 12
We do a deep dive on Beyond Meat which is one of Morningstar's best share ideas For any comments, questions or feedback please email mark.lamonica1@morningstar.com 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....
Feb 19, 2022•35 min•Season 3Ep. 12
Mark speaks about his approach to generating passive income. For any comments, questions or feedback please email mark.lamonica1@morningstar.com 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....
Feb 12, 2022•25 min•Season 3Ep. 11
In this two part podcast (both released today), we take a deep dive into passive investing. In this second part, we discuss how to pick a good passive ETF for your portfolio. For any comments, questions or feedback please email mark.lamonica1@morningstar.com 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/priva...
Feb 05, 2022•17 min•Season 3Ep. 10
In this two-part podcast (both released today), we take a deep dive into passive investing. In this first part, we discuss the evolution of passive investing, and why the line between passive and active is blurring. For any comments, questions or feedback please email mark.lamonica1@morningstar.com 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.willto...
Feb 05, 2022•29 min•Season 3Ep. 9
If Reddit jumped off a bridge, would you? In this episode, we speak about two popular terms across social media and forums - 'buying the dip' and 'shares on sale', and we explore whether the recent market drop is an opportunity for investors. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixe...
Jan 29, 2022•20 min•Season 3Ep. 8
Militaries play war games and governments run disaster response exercises. We do the same with the teetering equity markets. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ Audio Producer and mixer: William Ton – www.willton.me Hosted o...
Jan 22, 2022•27 min•Season 3Ep. 7
To finish off portfolio week, we're digging into our portfolios at our yearly portfolio review - revisting our goals, and seeing if we're on track. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ Audio Producer and mixer: William Ton – ...
Jan 15, 2022•34 min•Season 3Ep. 6
The beginning of the year is a great time to check-in on how you are progressing against your goals. In our final replay leading up to our portfolio review episode we review our mid-year portfolio check-up. For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Jan 14, 2022•22 min•Season 3Ep. 5
The beginning of the year is a great time to check-in on how you are progressing against your goals. In the second of three replays leading up to our portfolio review episode we look at Mark's goals and how to put together an investment policy statement ("IPS"). For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Jan 13, 2022•28 min•Season 3Ep. 4
The beginning of the year is a great time to check-in on how you are progressing against your goals. In the first of three replays leading up to our portfolio review episode we look at how to assess performance of portfolios. For any questions, comments or feedback please email mark.lamonica1@morningstar.com Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Jan 11, 2022•29 min•Season 3Ep. 3
Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement. For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are avail...
Jan 08, 2022•42 min•Season 3Ep. 2
In this episode, we explore lessons from great investors and business people that we can apply to our own investing approach. For any comments, questions or feedback please email mark.lamonica1@morningstar.com 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....
Jan 01, 2022•34 min•Season 3Ep. 1
A 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 mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compas...
Dec 25, 2021•16 min•Season 2Ep. 55
Our 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 mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.a...
Dec 18, 2021•19 min•Season 2Ep. 54
We 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 mark.lamonica1@morningstar.com 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 ...
Dec 11, 2021•27 min•Season 2Ep. 53
A 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 mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-c...
Dec 04, 2021•29 min•Season 2Ep. 52
A 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 mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/ar...
Nov 29, 2021•28 min•Season 2Ep. 51
One 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 mark.lamonica1@morningstar.com 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: Wi...
Nov 28, 2021•32 min•Season 2Ep. 50
A 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 mark.lamonica1@morningstar.com 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 A...
Nov 20, 2021•20 min•Season 2Ep. 49
Another 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 mark.lamonica1@morningstar.com 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...
Nov 13, 2021•21 min•Season 2Ep. 48
We 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 mark.lamonica1@morningstar.com 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.com/privacy...
Nov 06, 2021•22 min•Season 2Ep. 47
