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Investing Compass
Are you wealthy?
Season 6, Ep. 26
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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 mark.lamonica1@morningstar.com 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.
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