Mark and Shani have been reviewing their portfolios on a half-yearly basis to add transparency to portfolio monitoring and maintenance. Listen to the half yearly update for 2022 where they discuss what's changed with their portfolios in the last six months, how they're tracking towards their goals and what's important to focus on in the current environment.
Join the waitlist for our conference: https://go.morningstar.com.au/miic
To submit any questions or feedback, please email
mark.lamonica1@morningstar.com or leave us a voicemail to feature on the
podcast here: https://www.speakpipe.com/Investing_Compass
Additional resources from our episodes are available via our
website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215
Audio Producer and mixer: William Ton – www.willton.me
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