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Investing Compass

Morningstar Australia
Investing Compass
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  • Are you wealthy?
    This week's podcast focuses on traditional metrics for understanding whether you're wealthy, and whether there are better ways to assess your progress towards wealth creation in your End of Financial Year review. We run through the ratios you can use during your portfolio review to conduct a holistic assessment.Mark's Unconventional Wisdom column takes a deep look at the state of housing in Australia. He explores whether housing is the anchor weighing Australia down? Mark explains why he thinks is it, and how the cost of housing is sapping the dynamism of the economy, lowering living standards and hampering our financial independence. This week, Shani's Future Focus column focuses on traditional metrics for understanding whether you're wealthy, and whether there are better ways to assess your progress towards wealth creation in your End of Financial Year review. She runs through the ratios you can use during your portfolio review to conduct a holistic assessment. Joseph's featured article this week takes a deeper look at the "deep value" style of investing. He explores what it involves, potential opportunities and drawbacks for individual investors, and where a high profile fund manager that follows this approach is finding ideas today. The article also reveals the most interesting stock pitch that Joseph heard at Morningstar's recent investment conference for financial advisers in Sydney. ETFs have gained mass investor popularity over the last five years. It's safe to say Aussie investors are a little obsessed with the product. And why not? With instant diversification at relatively low cost fees, no one can argue they aren’t an attractive product to build wealth. But is there anything we might be missing with this one-track fixation? Sim explores some of potential drawbacks associated with ETF investing and evaluates how these may effect investor assumptions about the 'safe' investment. 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.
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  • Private Assets 101
    In this episode, we dive into private assets. What they are, their history, the risks and benefits and whether they suit investors.In this week's Unconventional Wisdom column, Mark runs through the reason why private credit is a hard no for him. As investors rush into the attractive yield offered by private credit providers, he urges caution and why all that glitters is not always gold.Shani's Future Focus looks at three ways to maximise your returns. Her column looks past how to find the best investments, but how to maximise the returns of the ones that you have.Public companies that are taken over by private equity are usually done so at a premium to recent share prices. But does seeking out potential takeover targets make sense for investors? In the latest edition of Bookworm, Joseph taps the insight of legendary fund manager Anthony Bolton to arrive at three things that might make a company more attractive to acquirers. He also explains why investors should be wary of relying too much on this outcome alone.99% of investors won't be the next Warren Buffett. Luckily, we don't need to be that successful. This week Sim continues to explore products that make investing easier, with the newest edition of Young & Invested featuring a deep dive on one-ETF portfolios. Are they a help or hinderance to your 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.
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  • How to defer income tax until you sell your shares
    In this listener requested episode, we look at the difference between Dividend Reinvestment Plans (DRPs) and Dividend Substitution Share Plans (DSSPs). There are some very important benefits to each plan that may mean one plan will suit investors better than the other.You're able to find the full article 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.
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  • How to successfully monitor your portfolio
    This episode goes through the steps to successfully monitor your portfolio. For successful investors, your job doesn’t end when you hit ‘buy’.You're able to find the full article 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.
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  • The stocks the best performing superfunds are investing in
    In this episode, we look at the top shares of Australia’s best performing super funds, and our equity analysts’ outlook for the stocks.You're able to view the article 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.This week for Mark's Unconventional Wisdom column, he grades the superannuation system in Australia, offering each part of the system a letter grade of A, B, C or D. It allows investors to understand what our super system does well and what it doesn’t, and how that might impact them. Shani's Future Focus column looks at a quirk to one of the most generous tax concessions that we have in Australia, the CGT exemption for your home. The CGT exemption also allows for you to rent out your property for a number of years, and still claim the CGT-exempt status. Shani takes a deep dive into the tax policy, the circumstances that it suits and the situations to avoid that would make homeowners pay more tax than they need to. Small caps have historically traded at a premium given conviction behind long term outperformance. Market narratives surrounding their sizeable growth prospects can sway younger investors who performance chase. As a follow up on a previous article 'The Beginner ETF Portfolio', Sim explores the risks and merits of small cap exposure in a beginner's ETF portfolio. AI chatbots and search assistants have transformed the way that many people seek information. But can they be relied upon for investment advice, too? Acting on a recommendation from a recent industry event, Joseph asked ChatGPT to impersonate an investment board of three famous investors. Then, he asked it to discuss some potential investments. What happened next left Joseph impressed and worried in equal measure. Hosted on Acast. See acast.com/privacy for more information.
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About Investing Compass

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.
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