Investing Compass

Lessons from the top performing ASX share

22 Jun 2024

Contributed by Lukas

Chasing performance can lead to poor results but investors can still learn from top performers. You are able to view the accompanying article her...

Does timing the market work?

15 Jun 2024

Contributed by Lukas

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 ...

Boosting income with a covered call strategy

08 Jun 2024

Contributed by Lukas

Many investors share with us that they are income investors. Some used covered call strategies to boost income. This episode explores the strategy and...

The wisdom of Charlie Munger

01 Jun 2024

Contributed by Lukas

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 ...

How to retire early

25 May 2024

Contributed by Lukas

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 c...

Why Aussies are better investors

18 May 2024

Contributed by Lukas

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 i...

How to incorporate an expected inheritance into your financial plan

11 May 2024

Contributed by Lukas

The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?Interested in our investing...

Key takeaways from Morningstar's Mining Outlook

04 May 2024

Contributed by Lukas

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 Out...

Share deep dive: Nvidia NVDA

27 Apr 2024

Contributed by Lukas

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 wh...

Warren Buffett says he will hold these stocks forever

20 Apr 2024

Contributed by Lukas

What our analysts think about the stocks that are forever holdings for Berkshire Hathaway.Interested in our investing course? Find it here. To submit ...

How to make $100k in passive income

13 Apr 2024

Contributed by Lukas

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, p...

Debt recycling

06 Apr 2024

Contributed by Lukas

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 su...

This stock ticks all our boxes

30 Mar 2024

Contributed by Lukas

A wide moat stock that is currently undervalued, has exemplary capital allocation and is fully franked.Interested in our investing course? Find it her...

Why Shani bought a house

23 Mar 2024

Contributed by Lukas

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 S...

Three most popular ETFs in Australia

16 Mar 2024

Contributed by Lukas

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...

How investors should think about business risk

09 Mar 2024

Contributed by Lukas

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 emailm...

A realistic retirement plan

02 Mar 2024

Contributed by Lukas

Men and women experience different health outcomes which need to be taken into account during retirement planning.You're able to find the spreadsheet ...

[REPLAY] How to construct an investment portfolio

24 Feb 2024

Contributed by Lukas

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 t...

A step-by-step investment strategy

24 Feb 2024

Contributed by Lukas

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.Interested in our investing course? Find it here. T...

How to build a lazy portfolio with ETFs

17 Feb 2024

Contributed by Lukas

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 A...

Not all income is built equal

10 Feb 2024

Contributed by Lukas

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 subm...

How to build wealth with income investing

03 Feb 2024

Contributed by Lukas

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 cours...

The lessons from the most successful stock of the last 80 years

27 Jan 2024

Contributed by Lukas

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...

What to look for (and what to avoid) when picking ETFs

20 Jan 2024

Contributed by Lukas

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...

Mark's top 10 portfolio holdings

13 Jan 2024

Contributed by Lukas

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, pleas...

[REPLAY] Best of 2023: Paying down your mortgage vs investing

06 Jan 2024

Contributed by Lukas

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 considerati...

[REPLAY] Best of 2023: Our favourite income ETF

30 Dec 2023

Contributed by Lukas

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 ETF...

[REPLAY] Best of 2023: Build a portfolio with 3 ETFs

23 Dec 2023

Contributed by Lukas

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 ...

Beat the market by changing how you invest

16 Dec 2023

Contributed by Lukas

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 favourit...

How to use behavioural science to become a better investor

09 Dec 2023

Contributed by Lukas

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 ...

Christmas gifts for investors 2023

02 Dec 2023

Contributed by Lukas

Our yearly episode of Christmas gift ideas for investors.To submit any questions or feedback, please email [email protected] or leave us ...

Current opportunities

25 Nov 2023

Contributed by Lukas

Our guest Dan Kemp who runs Morningstar's global investment management team shares thoughts on current opportunities,Morningstar Investor's Black Frid...

Market update going into 2024

18 Nov 2023

Contributed by Lukas

We talk about the current market environment, and how investors should position themselves going into 2024.Morningstar Investor's Black Friday sale wi...

[REPLAY] State of the market – April

18 Nov 2023

Contributed by Lukas

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 portfo...

LICs vs ETFs

11 Nov 2023

Contributed by Lukas

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 w...

Are bonds back?

04 Nov 2023

Contributed by Lukas

At our recent conference, many investment professionals touted the attractiveness of bonds. Are they back and should you invest?Morningstar Investor's...

Should you get involved in IPOs?

28 Oct 2023

Contributed by Lukas

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 4...

The case for China

21 Oct 2023

Contributed by Lukas

We recently spoke about where Morningstar saw undervalued assets in our 'Lessons from Japan' episode. One of these markets is China. In this episode, ...

Share deep dive: Woodside (ASX: WDS)

14 Oct 2023

Contributed by Lukas

In a listener requested episode, we take a deep dive into Woodside (ASX: WDS).To submit any questions or feedback, please email mark.lamonica1@morning...

What is happening with Qantas?

07 Oct 2023

Contributed by Lukas

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 opp...

[REPLAY] Passive Income

30 Sep 2023

Contributed by Lukas

Mark speaks about his approach to generating passive income.For any comments, questions or feedback please email [email protected]...

Can you retire on dividends?

30 Sep 2023

Contributed by Lukas

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 ...

What can we learn from Japan?

23 Sep 2023

Contributed by Lukas

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...

What return are you actually getting from shares?

16 Sep 2023

Contributed by Lukas

We break down each of the components of a total return to understand what you get at the end of your investment.Join us in-person or digitally on 11-1...

A debt time bomb

09 Sep 2023

Contributed by Lukas

We discuss global debt and why investors should pay attentionJoin us in-person or digitally on 11-12 October at the Morningstar Investment Conference ...

3 steps to financial independence

02 Sep 2023

Contributed by Lukas

Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.Joi...

Market outlook: Are investors too optimistic?

26 Aug 2023

Contributed by Lukas

Our market outlook looks at the current state of the market and themes investors should be aware of.Join us in-person or digitally on 11-12 October at...

What we think about the largest company in the world

19 Aug 2023

Contributed by Lukas

We take a deep dive into the international stock you are most likely to own - Apple.To submit any questions or feedback, please email mark.lamonica1@m...

The best lessons from 150 episodes

12 Aug 2023

Contributed by Lukas

It's our 150th episode! We go through the best lessons from the last 150 episodes.To submit any questions or feedback, please email mark.lamonica1@mor...

Personal investing lessons from a CIO

05 Aug 2023

Contributed by Lukas

Marta Norton, CFA is Morningstar Investment Managements CIO, Americas. She shares her journey and the lessons that she takes from her professional inv...

Structuring your portfolio for income

29 Jul 2023

Contributed by Lukas

Mark speaks about how he has structured his portfolio for income.To submit any questions or feedback, please email [email protected] or l...

Doubling down on exposure

22 Jul 2023

Contributed by Lukas

In a listener Q&A episode, we explore whether your exposure in your super should impact your assets outside of super. To submit any questions...

Interest rate and inflation proof investment

15 Jul 2023

Contributed by Lukas

In this episode, we explore annuities.To submit any questions or feedback, please email [email protected] or leave us a voicemail to feat...

Brian Han's Outlook

08 Jul 2023

Contributed by Lukas

Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as ...

Share deep dive: Charter Hall Long WALE REIT

01 Jul 2023

Contributed by Lukas

In a listener requested episode, we do a share deep dive on Charter Hall Long WALE REIT (ASX: CLW).To submit any questions or feedback, please email m...

When to rebalance

24 Jun 2023

Contributed by Lukas

In a listener requested episode, we look at when investors should rebalance.To submit any questions or feedback, please email mark.lamonica1@morningst...

Paying down your mortgage vs investing

17 Jun 2023

Contributed by Lukas

The age old question. This episode goes through the main considerations between paying down your mortgage and investing. To submit any questions or fe...

Does the exchange an ETF trades on matter?

10 Jun 2023

Contributed by Lukas

Thinking of purchasing an ETF listed in the US, the UK, or any country other than Australia? Listen to this episode first. To submit any questions or ...

Retirement in inflationary times

03 Jun 2023

Contributed by Lukas

In this episode, we discuss the considerations for retirees in high inflation environments, and what they can do to combat it.To submit any questions ...

How investors should actually think about ESG

27 May 2023

Contributed by Lukas

ESG is often seen as a way to feel good about what you're investing in. We speak to Morningstar Director of Equity Research, ESG - Adam Fleck. He prov...

Share deep dive: Fineos

20 May 2023

Contributed by Lukas

We explore the competitive advantage and valuation of the insurance software provider.  To submit any questions or feedback, please email mark.la...

Our favourite income ETF

13 May 2023

Contributed by Lukas

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, Man...

Picking an active manager

06 May 2023

Contributed by Lukas

New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help investo...

State of the Market

29 Apr 2023

Contributed by Lukas

This 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 bas...

What would you do with some extra cash?

22 Apr 2023

Contributed by Lukas

The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any incre...

Future expected returns and where to allocate assets

15 Apr 2023

Contributed by Lukas

A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Paci...

Creating a portfolio with one trade

08 Apr 2023

Contributed by Lukas

A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide inv...

Lithium

01 Apr 2023

Contributed by Lukas

Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook.To ...

Small Caps

25 Mar 2023

Contributed by Lukas

In a listener requested episode, we speak about whether small caps have a place in your portfolio.To submit any questions or feedback, please email ma...

Lessons for Investors from Silicon Valley Bank

18 Mar 2023

Contributed by Lukas

The Silicon Valley Bank collapse has many investors nervous. In this episode, we look past the market noise to talk about the lessons investors can ta...

Morningstar's take on the Big 4 Banks

11 Mar 2023

Contributed by Lukas

We’re joined by Nathan Zaia, Senior Equity Analyst who covers the Australian banking sector. He shares his thoughts on the current turmoil, how inte...

International diversification with domestic equities

04 Mar 2023

Contributed by Lukas

We explore the theory that you get enough international exposure with multinationals, and whether domestic equities provide enough diversification for...

How to evaluate investment performance

25 Feb 2023

Contributed by Lukas

In this episode, we explore how investors should think about their portfolio performance.To submit any questions or feedback, please email mark.lamoni...

Super wars: Vanguard vs AustralianSuper

18 Feb 2023

Contributed by Lukas

We explore Vanguard's new super offering and compare it to AustralianSuper in an interview with Morningstar's Annika Bradley. You can read Annika's ar...

The role of currency in global investing

11 Feb 2023

Contributed by Lukas

We explore currency and how it impacts investments, and currency as an investment itself.To submit any questions or feedback, please emailmark.lamonic...

Investing in public real estate

04 Feb 2023

Contributed by Lukas

REITs have been laggard in 2022. We explore this asset class to determine if it is an opportunity. To submit any questions or feedback, please emailma...

Asset allocation in Superannuation

28 Jan 2023

Contributed by Lukas

We answer a listener question on asset allocation in Superannuation. To submit any questions or feedback, please [email protected] o...

The advantages and disadvantages of income investing

21 Jan 2023

Contributed by Lukas

We explore income investing and interview Jody Fitzgerald, our Head of Institutional Portfolio Management and Solutions.at MorningstarTo submit any qu...

2023 State of the Market

14 Jan 2023

Contributed by Lukas

We look at the state of the market entering 2023.To submit any questions or feedback, please [email protected] or leave us a voicema...

Build a portfolio with 3 ETFs

07 Jan 2023

Contributed by Lukas

We simplify constructing a portfolio and show how to build one with three trades.To submit any questions or feedback, please emailmark.lamonica1@morni...

Budgets to bring in the new year

31 Dec 2022

Contributed by Lukas

Get the foundations right for your 2023 resolutions - we explore the different types of budgets.To submit any questions or feedback, please emailmark....

BEST OF 2022: The Property Market

28 Dec 2022

Contributed by Lukas

In a listener requested episode, we discuss the property market.To submit any questions or feedback, please [email protected] or lea...

Sector Spotlight: Financial Services

24 Dec 2022

Contributed by Lukas

We take a look at the financial services sector - how it behaves, how you can get exposure and the main players.To submit any questions or feedback, p...

BEST OF 2022: The one thing you need to know to invest successfully

21 Dec 2022

Contributed by Lukas

Math anxiety impacts around 50% of the population. Join us as we help ease this anxiety, and work through how math fits into successful investing.&nbs...

2022 Christmas gifts for investors

17 Dec 2022

Contributed by Lukas

We've been told to curb our spending - here's a few gifts for investors that won't break the bank. To submit any questions or feedback, please emailma...

BEST OF 2022: Build a portfolio with passive ETFs

14 Dec 2022

Contributed by Lukas

Think you know what it takes to be a passive investor? In this episode, we explore what a truly passive portfolio would look like, built with ETFs.&nb...

Sector Spotlight: Energy

10 Dec 2022

Contributed by Lukas

We take a look at the energy sector - how it behaves, how you can get exposure and the main players.To submit any questions or feedback, please emailm...

BEST OF 2022: The case against ETFs

07 Dec 2022

Contributed by Lukas

We all know the pros of ETFs - ease of access, trade intraday and in some cases, brokerage is free. So - we put up the case against ETFs.To submit any...

Does crypto matter for all investors?

03 Dec 2022

Contributed by Lukas

In this episode, we explore what happened with FTX, and the lessons investors should take and apply to their own portfolios.To submit any questions or...

BEST OF 2022: Passive Income

30 Nov 2022

Contributed by Lukas

Mark speaks about his approach to generating passive income. To submit any questions or feedback, please [email protected] or l...

Share deep dive: Berkshire Hathaway

26 Nov 2022

Contributed by Lukas

In an Investing Compass special, we play the Warren Buffett drinking game as we take a deep dive into the listener requested Berkshire Hathaway.To sub...

Quality ETFs

19 Nov 2022

Contributed by Lukas

In a listener requested episode, we explore quality ETFs - MOAT and QUAL.To submit any questions or feedback, please [email protected]...

High conviction ETFs and what they hold

12 Nov 2022

Contributed by Lukas

We look at high conviction holdings in ETFs, and what our equity analysts think of them.To submit any questions or feedback, please emailmark.lamonica...

Top lessons from investment professionals

05 Nov 2022

Contributed by Lukas

Morningstar's Investment Conference for Individual Investors was held on the 13th of October. Investment professionals and economists shared their ins...

Have we reached market bottom?

29 Oct 2022

Contributed by Lukas

We look at the measures that indicated historical market bottoms, and how the market compares now. To submit any questions or feedback, please emailma...

Coveting thy neighbour's wife

22 Oct 2022

Contributed by Lukas

In the past year, we've seen a lot of finfluencers changing tact after ASIC cracked down on general advice offered by those that are unqualified. Many...

How much chip would a blue chip chip if a blue chip had to maintain margins?

15 Oct 2022

Contributed by Lukas

Inflation can make it challenging for companies to maintain margins in the face of changing customer behaviour and higher input costs. Learn how to id...

Is it time to buy?

08 Oct 2022

Contributed by Lukas

There's a different air to the market. When we look at Morningstar's coverage in Australia and the US, we see markets overall as undervalued. Is now t...

Give the people what they want!

01 Oct 2022

Contributed by Lukas

We explore the most common question we get – how to choose a broker. Join us virtually or in person at our conference. Purchase tickets at over...

One plus one might not equal two

24 Sep 2022

Contributed by Lukas

We take a deep dive into Perpetual and assess the opportunity for investors as Perpetual and Pendal come together as one companyJoin us virtually or i...