
Investing Compass
321 episodes — Page 3 of 7

S5 Ep 31Market Update: What should you do?
We go through what's happening in markets, and talk about the 'manic-depressive' episodes of Mr. Market. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompassInterested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] 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.

S5 Ep 30Hedging against risks
Should investors hedge against risks like currency?.We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompassInterested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] 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.

S5 Ep 29Your inheritance will likely be a house. What should you do with it?
We go through the implications of inheriting or bequeathing property.We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompassYou are able to view the accompanying article here.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] 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.

S5 Ep 28Shani's investment strategy
Shani's investment strategy is simple - she focuses on asset allocation and factors within her control, such as her own behaviour, fees, transaction costs and savings rates. She runs through the academic and circumstantial reasons for her strategy.We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompassYou are able to view the accompanying article here.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] 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.

S5 Ep 27Dividend Aristocrats
A dividend aristocrat is a US coined term that denotes a company that has raised dividends for the last 25 years. There are none in Australia. We discuss the implications of investing in a market when no Australian companies meet the definition of a dividend aristocrat.You can read the full article here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

S5 Ep 26Why you shouldn't wait until 35 to take your super seriously
A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. We don't agree. Note: this podcast was recorded before 1 July, 2024. It is stated that the Super Guarantee is 11%, correct at time of recording. The Super Guarantee is now 11.5%.You are able to view the accompanying article here which includes data and graphs to complement the discussion in the podcast episode.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website.Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675).Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only. ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

S5 Ep 25How to conduct a common sense check on a stock
We use the Guzman y Gomez IPO as an example on how investors can conduct a back of the envelope common sense check on a stock's valuation or current price.You can read further details on our pre-IPO report here. Subscribers may access the full report on Morningstar Investor.The best way to get more insights from the Morningstar team is to sign up to our newsletter.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website.The best way to get more insights from the Morningstar team is to sign up to our newsletter.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Hosted on Acast. See acast.com/privacy for more information.

S5 Ep 24Lessons from the top performing ASX share
Chasing performance can lead to poor results but investors can still learn from top performers. You are able to view the accompanying article here.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website.Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675). Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only. ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

S5 Ep 23Does timing the market work?
Time in the market? Timing the market? Going against the herd? Investing success requires a bit of thought to achieve your goals.You are able to view the accompanying article here.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website.Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675). Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only. ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

S5 Ep 22Boosting income with a covered call strategy
Many investors share with us that they are income investors. Some used covered call strategies to boost income. This episode explores the strategy and how it works.You are able to view the accompanying article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website.Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675). Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only. ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

S5 Ep 21The wisdom of Charlie Munger
Charlie Munger passed away recently at 99 years of age. We go through 5 of his best quotes and the lessons that investors can take from them.You are able to access the accompanying article here.You are able to access the lessons from market history article here.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675). Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only. ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.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.

S5 Ep 20How to retire early
Three things to consider when planning for an early retirement.You are able to find the accompanying article here that includes data and graphs that complement the discussion in this episode.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website.Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675). Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only. ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

S5 Ep 19Why Aussies are better investors
Aussie investors have come out on top in a recent study. We explore some of the reasons why.You are able to see the accompanying article here, which includes data and graphs that complement the issues discussed in this podcast.Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website.Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out with code: IC33 to save 33% off a 12-month Morningstar Investor subscription^ (Only $452.25. Normally $675). Sign up for a FREE trial^: https://www.morningstar.com.au/products/morningstar-investor?utm_term=ic_link_sign_up_for_a_free_trial ^The free 4-week trial offer is limited to new clients and cannot be used to extend an existing Investor Membership. This offer can only be used in combination with the promotional code: IC33. One free trial per household. Morningstar is licensed to provide our subscription service to Australian residents only. ^Promotional code: IC33 cannot be used in combination with any other offers or to extend an existing Morningstar Investor subscription, with the exception of the free 4-week trial offer. This offer is for 33% off the first 12-month subscription of Morningstar Investor (Only $452.25. Normally $675). Sale ends 11:59pm AEST, Sunday 30th June 2024.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

S5 Ep 18How to incorporate an expected inheritance into your financial plan
The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?Interested in our investing course? Find it here. To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast 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.

S5 Ep 17Key takeaways from Morningstar's Mining Outlook
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 questions or feedback, please email [email protected] 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.

S5 Ep 16Share deep dive: Nvidia NVDA
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 [email protected] 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.

S5 Ep 15Warren Buffett says he will hold these stocks forever
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 [email protected] 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.

S5 Ep 14How to make $100k in passive income
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 protected] or leave us a voicemail to feature on thepodcast 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.

S5 Ep 13Debt recycling
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 protected] or leave us a voicemail to feature on thepodcast 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.

S5 Ep 13This stock ticks all our boxes
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 [email protected] 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.

S5 Ep 12Why Shani bought a house
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 [email protected] 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.

S5 Ep 11Three most popular ETFs in Australia
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 protected] or leave us a voicemail to feature on thepodcast 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.

S5 Ep 10How investors should think about business risk
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 protected] or leave us a voicemail to feature on thepodcast 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.

S5 Ep 9A realistic retirement plan
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 protected] or leave us a voicemail to feature on thepodcast 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.

S2 Ep 1[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.

S5 Ep 8A 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 protected] or leave us a voicemail to feature on thepodcast 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.

S5 Ep 7How 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 [email protected] 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.

S5 Ep 6Not 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 [email protected] 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.

S5 Ep 5How 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 [email protected] 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.

S5 Ep 4The lessons from the most successful stock of the last 80 years
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 [email protected] 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.

S5 Ep 3What to look for (and what to avoid) when picking ETFs
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 [email protected] 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.

S5 Ep 2Mark's top 10 portfolio holdings
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 [email protected] 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.

S5 Ep 1[REPLAY] Best of 2023: Paying down your mortgage vs investing
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 [email protected] 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.

S4 Ep 52[REPLAY] Best of 2023: Our favourite income ETF
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 [email protected] 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.

S4 Ep 51[REPLAY] Best of 2023: Build a portfolio with 3 ETFs
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 [email protected] 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.

S4 Ep 50Beat the market by changing how you invest
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 [email protected] GuianaWestern SaharaMauritiana Guinea BissauGuineaIvory CoastLiberiaBeninBurkina FasoRepublic of the CongoCameroonCentral African Republic South SudanSudanChadNigerLibya SyriaYemenSomaliaEritrea Mozambique North KoreaAfghanistanTurkmenistanTajikistanKyrgyzstan To submit any questions or feedback, please email [email protected] 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.

S4 Ep 49How to use behavioural science to become a better investor
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 submit any questions or feedback, please email [email protected] 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.

S4 Ep 48Christmas gifts for investors 2023
Our yearly episode of Christmas gift ideas for investors.To submit any questions or feedback, please email [email protected] 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.

S4 Ep 48Current opportunities
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 [email protected] 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.

S4 Ep 47Market update going into 2024
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 [email protected] 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.

S4 Ep 46[REPLAY] State of the market – April
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 [email protected] 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.

S4 Ep 46LICs vs ETFs
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 [email protected] 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.

S4 Ep 45Are bonds back?
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 [email protected] 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.

S4 Ep 44Should you get involved in IPOs?
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 [email protected] 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.

S4 Ep 43The case for China
We recently spoke about where Morningstar saw undervalued assets in our 'Lessons from Japan' episode. One of these markets is China. In this episode, we go through how a downturn could impact other economies, China viewed as an investment opportunity, and how to get exposure.To submit any questions or feedback, please email [email protected] 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.

S4 Ep 42Share deep dive: Woodside (ASX: WDS)
In a listener requested episode, we take a deep dive into Woodside (ASX: WDS).To submit any questions or feedback, please email [email protected] 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.

S4 Ep 41What is happening with Qantas?
We sit down with Morningstar Equity Analyst Angus Hewitt to speak about Qantas, A2 Milk and other stocks in his coverage. He lets us know the best opportunity in his coverage and the outlooks for the sectors.Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors. Click here to register today.To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Hosted on Acast. See acast.com/privacy for more information.

S4 Ep 41[REPLAY] Passive Income
Mark speaks about his approach to generating passive income.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

S4 Ep 40Can you retire on dividends?
In a listener requested episode, we explore whether investors can rely solely on dividends to fund their retirement.Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors. Click here to register today.To submit any questions or feedback, please email [email protected] 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.

S4 Ep 39What can we learn from Japan?
There has been a lot of investor excitement around Japan. It is the tip of a decades-long story.Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors. Click here to register today.To submit any questions or feedback, please email [email protected] 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.