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Investing Compass
Shani's investment strategy
Season 5, Ep. 28
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Shani's investment strategy is simple - she focuses on asset allocation and factors within her control, such as her own behaviour, fees, transaction costs and savings rates. She runs through the academic and circumstantial reasons for her strategy.
We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompass
You are able to view the accompanying article here.
Interested in our investing course? Find it 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.
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