198 episodes

Investing 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.

Investing Compass Morningstar Australia

    • Business
    • 4.8 • 183 Ratings

Investing 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.

    A realistic retirement plan

    A realistic retirement plan

    Men and women experience different health outcomes which need to be taken into account during retirement planning.
    Interested in our investing course? 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.

    • 21 min
    [REPLAY] How to construct an investment portfolio

    [REPLAY] How to construct an investment portfolio

    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.

    • 31 min
    A step-by-step investment strategy

    A step-by-step investment strategy

    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.

    • 25 min
    How to build a lazy portfolio with ETFs

    How to build a lazy portfolio with ETFs

    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 radio news journalist at ABC and founded Asia confidential in 2012. 
    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.

    • 26 min
    Not all income is built equal

    Not all income is built equal

    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.

    • 15 min
    How to build wealth with income investing

    How to build wealth with income investing

    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.

    • 23 min

Customer Reviews

4.8 out of 5
183 Ratings

183 Ratings

CDP061969 ,

A value resource for all types of investors

This podcast is a really informative resource for all types of investors, particularly individual investors. They break each topic down into easy to understand concepts and practical examples. Highly recommended.

Francis Sinclair ,

Excellent Guide to Investing

Mark, Shani and guests do a really good job explaining investing in this concise, informative and entertaining podcast. They do respond to listeners questions and in my case devoted a deep dive episode into a company I asked Mark about. Highly recommended.

Luhar87 ,

Great Podcast

I am a “fan” of the podcast and have learnt a lot from the both of you guys. Thanks for sharing your experience and thoughts to us “noobs”.

Top Podcasts In Business

DOAC
JOHNS MEDIA
Victoria Devine
Both Sides Podcast
Boston Consulting Group BCG
Australian Financial Review

You Might Also Like

NAB
Livewire Markets
Rask
LiSTNR
The Australian
CommSec