Investing Compass

Feb 15 2025 248 ep. 21 mins 373

Investing Compass Podcast artwork

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.
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How many holdings should I have in my portfolio?

Feb 15 2025 23 mins

We speak about the positives and perils of diversification in your portfolio, and how to find a balance. This week in Mark's Unconventional Wisdom column he challenges the traditional classifications of income and growth stocks. He runs through his focus on dividend growth, rather than just focusing solely on yield. Mark runs through a controversial income pick that he believes off

Insuring yourself for worst case scenarios

Feb 08 2025 18 mins

Insurance is a necessary evil of a holistic financial plan. Some investors avoid enroling or reviewing their insurances.as it's a tedious task that provides no immediate benefit. It however, provides peace of mind and protection at some of the most vulnerable times of your life. It's important to optimise your insurance to make sure you are adequately covered, but also that you are

Every Aussie deserves a fair go with super

Feb 01 2025 24 mins

In this episode, we look at the places where our system is failing some Aussies as it relates to super tax policy. We offer some guidance about what they can do until the system catches up.Shani's article on this topic can be found here. You can also find the HECS/HELP article mentioned during the podcast here. Find our weekly wrap below:Resilience can’t compete with the popular

Mark won't hold these assets

Jan 25 2025 23 mins

We go through a list of the assets that Mark doesn't hold. We get asked constantly about what's in our portfolio, but sometimes we find it even more insightful to explore what is deliberately excluded. You're able to find the full version of Mark's article here. How a huge ASX winner upset the odds: Many of the stock market's biggest winners come from companies that manag

Should I allocate part of my portfolio to having a punt?

Jan 18 2025 18 mins

This episode is based on an email that we received from a listener who has a specific allocation in their portfolio to taking speculative bets. The rationale was that it helped control their behaviour by allowing them a designated allocation, while the rest of the portfolio remained untouched. We explore whether a strategy like this, called 'Mad Money', can work for investors.Inter

The perfect ETF

Jan 11 2025 14 mins

We go through the characteristics of what a perfect ETF would look like.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:&

Dividend ETFs

Jan 04 2025 17 mins

We take a deep dive into dividend ETFs and how investors can pick one that suits them by running through 4 dividend ETF examples.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 avail

[Best of 2024]: How to make $100k in passive income

Dec 28 2024 15 mins

This episode was one of our most popular of 2024. 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 v

[Best of 2024]: How to build a lazy portfolio with 3 ETFs

Dec 21 2024 26 mins

This episode was one of our most popular of 2024. 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

Christmas gifts for investors 2024

Dec 14 2024 21 mins

Mark and Shani exchange Christmas gifts, and discuss a stock pick and a few book recommendations from Mark. If you'd like to get Mark and Shani a Christmas gift, a podcast review on your podcast app would be the best gift you can give. Thank you for your support in 2024 and we hope you have a safe and happy holiday period.You're able to find the video here or on Morningstar Austral