Investing Compass

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 [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.

We do a deep dive on Beyond Meat which is one of Morningstar's best share ideasFor 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.

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.

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 [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.

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 [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.

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 [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.

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 [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZAudio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

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 [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.

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 [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.

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 [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.

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 [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.

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 [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.

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 [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.

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 [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.

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/Z2WH7LAKyZFor any comments, questions or feedback please email [email protected] 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/214638Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] 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/214638Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

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 [email protected] 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 for more information.

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 [email protected] 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 for more information.

We explore real assets – as protection for your portfolio in an inflationary environment, and how these assets can fit into your portfolio more generally. 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.

A listener requested episode, we look at where unlisted or non-traditional assets might fit into your asset allocation.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/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation. 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/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Admitting you have a problem is the first step in solving it. We have a problem with two-part episodes. This two-parter is a listener requested episode on Superannuation. 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/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Our second episode taking stock of fund managers and their top picks looks at some of Australia's biggest funds by size. We take a look at Orbis Global Equity Fund, Platinum International and T Rowe Price Global Equity. We stack them up against our Morningstar analysts, and see if they agree with where these managers have taken their biggest bets. We also check in on our original trio and their top holdings - Ark's Cathie Wood, Magellan's Hamish Douglass, and Morningstar's Australian Fund Manager of the Year, Hyperion Asset Management. 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.

All about the Benjamins? Yeah, nah. Dame Nellie Melba graces the front of our $100 note, and was known as a stellar operatic soprano. In this episode, we belt out the case for cash at different stages of your investing journey.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.

The second part of our series. We take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles. 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.

We take a deep dive on ETFs and explore what drives performance for these ever increasing vehicles. 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.

In our first book review, we look at key lessons that we've pulled from William Thorndike's The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success.For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638Please follow us on Instagram: @morningstarinvestorauAudio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

The third part of the series on how to pick shares covers finding a share that is right for you.Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638Please follow us on Instagram: @morningstarinvestorauFor any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

The second of our three part series on how to pick shares covers calculating a fair value.Additional resources from our episodes are available via our website: https://www.morningstar.com.au/credit/article/invetingcompass/214638 For any questions comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

The first of our three part series on how to pick shares covers finding great businesses. 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.

We go through the factors to look out for in shares when trying to find sustainable income (and Shani finally gets her Drake lyrics into the episode title).If you're leaving a comment and rating to gain access to our conference, please email [email protected] so we are able to contact you.For any other comments, questions or suggestions please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Are you a balance sheet? Are you an income statement? Are you confused by the question?For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

We walk through our mid-year portfolio review to see if we need second jobs or are ready to retire. For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

We explore how to measure success as an investor and advantages you have over professional investorsFor any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Terms and conditions for competitionEntries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for the podcast. Chance plays no part in the selection of winners. The book prize is not transferrable and non-redeemable for cash. Your privacy is important to us, read more at https://www.morningstar.com/en-au/company/privacy-policy". Hosted on Acast. See acast.com/privacy for more information.

Part 2 of our exploration of why all investors need to pay attention to the impact of finfluencersFor any questions, comments or feedback please email [email protected] Terms and conditions for competitionEntries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for the podcast. Chance plays no part in the selection of winners. The book prize is not transferrable and non-redeemable for cash. Your privacy is important to us, read more at https://www.morningstar.com/en-au/company/privacy-policy".Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Why all investors need to pay attention to the impact of finfluencers. Part one of a two part series.For any questions, comments or feedback, please email [email protected] and conditions for competitionEntries close at 11:59am on the 31st of July 2021. Winners will be notified by email. This competition is being conducted by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544) (“Morningstar”). Morningstar will select five winners based on the most thoughtful reviews for the podcast. Chance plays no part in the selection of winners. The book prize is not transferrable and non-redeemable for cash. Your privacy is important to us, read more at https://www.morningstar.com/en-au/company/privacy-policy".Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Index funds, or passive funds are low-cost investments that are professionally managed - but there's no stock picking. We dive into the types of indexes, and speak about where they have historically performed well and added value for investors.For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

The rising cost of advice has increased the amount of self-advised investors, and also the number of platforms trying to suit their needs and fighting for their funds. In this episode, we explore different micro-investing, broker and managed investment platforms, looking at the risks and trade offs for investors to consider.You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Sustainable investing is growing in popularity, yet there remains a lot of confusion on the topic. We tackle the different variations, break down whether it has impacted investment performance and the future of sustainable investing. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Ever taken a Risk Tolerance Questionnaire? Thinking about risk in the wrong way can have profound impacts on your investing outcomes.You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

We walk through considerations when deciding between active and passive strategies You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Thematic ETFs use compelling narratives to sell investments. We explore whether they are worth the hype. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

We tackle whether a compelling story makes a compelling investment. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Consumer prices in the US surged in April this year by the most in any 12 month period since 2008. This episode covers what’s happening at the moment, how the market are reacting and how to find robust companies that can withstand inflationary changes, or have measures in place to protect them.For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

Jeremy Grantham recently said "Emerging markets in many ways are the growth that’s left in the system. They will guarantee to grow faster than the developed countries … they’re much cheaper, they haven’t been beat up, they don’t have as much speculative excess. They’re a respectable investment,”. In this episode, we explore the opportunity and risk of emerging markets, and whether they have a place in your portfolio.For any feedback, questions or comments please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.

We go through Mark's decision making process for how he has structured his portfolio to reach his goals. For any feedback, questions or comments please email [email protected] Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.