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Investing Compass
Lessons from Buffett you should ignore
Buffett has invested for over 7 decades, where his investing style and approach has evolved. There are many lessons, quotes and soundbites that investors take from him. This episode looks at the lessons that we should ignore from Buffett.
You can find the full article here.
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.
We always have market sceptics (including us at times) declare that there will be inevitable bear markets. However, we’ve had significant economic and social disruption in the form of a pandemic, and the volatility and uncertainty of President Trump. Still, the market continues to rise. In Mark’s latest column, he has explored the reasons for why the market continues to rise, and whether the trend will continue.
Stock market participants can broadly be split into two camps: investors and speculators. In the next edition of Bookworm, Joseph shows how Warren Buffett's teacher Benjamin Graham distinguished between the two in a single paragraph of text. He also poses a question that every budding investor should ask themselves, and shares his view on a five word approach to markets that Graham recommended.
Shani's last edition of her column looked at a tax targeting super accounts over $3 million. In this edition, she broadens the lens. Australia has a National Financial Capability Strategy, but it is inactive. She runs through the dire impacts that putting financial literacy on the backburner can have on Aussies. She writes an open letter to the newly re-elected Government, urging an immediate focus on improving financial literacy.
60% of Aussies report not feeling confident about managing their own retirement. The relationship between you and your super fund might end up being one of the longest relationships you’ll ever have. And just like life, you’re at liberty to chop and change as you go. But much like picking a good partner, who you start with matters. In this week's Young & Invested, Sim explores some of the things you should consider when picking between super funds.
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34. 4 financial ratios every investor should know
13:55||Season 7, Ep. 34Use these ratios to understand risk in your portfolio when you're conducting reviews.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.
33. Why a 'cheap' ETF may not actually be cheap
17:32||Season 7, Ep. 33We take a look at what you pay for for your ETF, how not-for-profit (such as Industry Super) should not be taken at face value as 'cheapest', and what higher fees actually cost you. Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.
32. Our favourite income ETF
22:41||Season 7, Ep. 32With new tax changes getting investors interested in income investments and ETFs for tax efficiency, we combine both and talk about income ETFs.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.
31. The wealth building playbook has changed - have you adjusted?
15:28||Season 7, Ep. 31Are you following the old playbook to changing wealth? The environment has changed, so your assumptions should too.You can find the full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.
30. Geared ETFs
16:28||Season 7, Ep. 30Gearing has been in the headlines after the latest tax changes. Mark and Shani run through gearing for equity investments - what it is, the ways it is done, how it works and who it is for.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.
29. What would happen if your income stopped tomorrow?
18:06||Season 7, Ep. 29Have you got a plan if your income stopped tomorrow? Shani runs through hers.You can find the full article here.You can find the article for the order to liquidate assets here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton.
28. New tax changes: Pay off mortgage or invest?
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27. Best Global ETF
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26. Minimise tax through a will
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