Chances 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 submit any ques...
May 04, 2024•21 min•Season 5Ep. 17
Nvidia 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@morningstar.com or ...
Apr 27, 2024•16 min•Season 5Ep. 16
What 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 mark.lamonica1@morningstar.com 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....
Apr 20, 2024•16 min•Season 5Ep. 15
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 email mark.lamonica1@morningstar.com 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....
Apr 13, 2024•15 min•Season 5Ep. 14
Should 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 mark.lamonica1@morningstar.com 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....
Apr 06, 2024•17 min•Season 5Ep. 13
A 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 mark.lamonica1@morningstar.com 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....
Mar 30, 2024•17 min•Season 5Ep. 13
Many 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 mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional ...
Mar 23, 2024•27 min•Season 5Ep. 12
We 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 mark.lamonica1@morningstar.com 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....
Mar 16, 2024•23 min•Season 5Ep. 11
Are 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 mark.lamonica1@morningstar.com 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....
Mar 09, 2024•17 min•Season 5Ep. 10
Men 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 mark.lamonica1@morningstar.com 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...
Mar 02, 2024•22 min•Season 5Ep. 9
Ever 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.
Feb 24, 2024•32 min•Season 2Ep. 1
Designing 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 mark.lamonica1@morningstar.com 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....
Feb 24, 2024•25 min•Season 5Ep. 8
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 one and two years. He was also a television and...
Feb 17, 2024•27 min•Season 5Ep. 7
The 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 mark.lamonica1@morningstar.com 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....
Feb 10, 2024•16 min•Season 5Ep. 6
And 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 mark.lamonica1@morningstar.com 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....
Feb 03, 2024•24 min•Season 5Ep. 5
We 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 mark.lamonica1@morningstar.com 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...
Jan 27, 2024•16 min•Season 5Ep. 4
Our 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 mark.lamonica1@morningstar.com 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/pri...
Jan 20, 2024•23 min•Season 5Ep. 3
We 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 mark.lamonica1@morningstar.com 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....
Jan 13, 2024•25 min•Season 5Ep. 2
Our 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 mark.lamonica1@morningstar.com 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 inf...
Jan 06, 2024•23 min•Season 5Ep. 1
Our 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 mark.lamonica1@morningstar.com 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/pr...
Dec 30, 2023•24 min•Season 4Ep. 52
Our 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 mark.lamonica1@morningstar.com 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....
Dec 23, 2023•26 min•Season 4Ep. 51
We 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 mark.lamonica1@morningstar.com 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 Sudan Sudan Chad Niger Li...
Dec 16, 2023•13 min•Season 4Ep. 50
Our 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. To...
Dec 09, 2023•21 min•Season 4Ep. 49
Our yearly episode of Christmas gift ideas for investors. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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....
Dec 02, 2023•20 min•Season 4Ep. 48
Our 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 mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our we...
Nov 25, 2023•25 min•Season 4Ep. 48
We 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 mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Aud...
Nov 18, 2023•18 min•Season 4Ep. 47
This 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 mark.lamonica1@morningstar.com 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....
Nov 18, 2023•18 min•Season 4Ep. 46
In 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 mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Au...
Nov 11, 2023•14 min•Season 4Ep. 46
At 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 mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available...
Nov 04, 2023•17 min•Season 4Ep. 45
There'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 mark.lamonica1@morningstar.com 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: Wi...
Oct 28, 2023•15 min•Season 4Ep. 44
