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Investing Compass

Building a 3 ETF portfolio in 2025

Season 6, Ep. 12
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We look at the ETFs that would go into a 3 ETF portfolio, using Morningstar's Manager Research Medalist ratings.


In this week's Unconventional Wisdom column, Mark runs through what he should do about a position in his portfolio that has grown too large. He is reluctant to sell shares, especially due to the tax consequences, but it also aware of the dangers of having a large concentration in one share that violates his investment policy statement.

 

Shani recently wrote an article on why she includes managed funds in her portfolio. She received many questions about whether it was the right choice. Her Future Focus column this week comes out in defence of her decision, and why it's important that investors consider their own situation when choosing investment products.

 

Benjamin Graham is widely revered as the dean of value investing and the master of flipping stocks that traded below their asset value. Despite this, Graham's best ever investment actually stemmed from a very different approach. In this week's edition of Bookworm, Joseph finds buy and hold inspiration from this most unlikely of sources.

 

In Sim's day to day, she often gets asked for investment advice when she least expects. Whether it's about shares at the dinner table or Bitcoin at a doctor's appointment. Recently this turned into a request from her younger sister to invest her savings in the market as I see fit. In Sim's latest column, she discusses how she constructed her sister's portfolio amidst the added pressure of giving financial advice to family. 


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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