Investing Compass

By Morningstar Australia

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Category: Investing

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Subscribers: 36
Reviews: 1
Episodes: 291

Danny Ryan
 Jan 25, 2023
Great podcast on personal finance. Easy to follow and understand. Keeping it simple and avoids hype investments. Learn how to invest slowly and boringly :) Lots of corny jokes too

Description

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs.

Hosted on Acast. See acast.com/privacy for more information.


Episode Date
Christmas gifts for investors 2025
Dec 06, 2025
Where a CIO sees market opportunities
Nov 29, 2025
Tax free earnings Aussies are taking advantage of
Nov 22, 2025
A fatal error with super
Nov 15, 2025
Are we in a bubble?
Nov 08, 2025
3 question quiz to see if you're financially literate
Nov 01, 2025
Is buying a home the right decision for you?
Oct 25, 2025
Morningstar's forecasted returns for asset classes
Oct 18, 2025
6 life changing tips
Oct 11, 2025
Key lessons from Morgan Housel's Same As Ever
Oct 04, 2025
How to invest outside of super
Sep 27, 2025
Red flags for ETFs
Sep 20, 2025
Is there a better option than an SMSF?
Sep 13, 2025
The largest asset manager in the world doesn't think you will achieve your goals
Sep 06, 2025
Should Mark sell this underperforming share?
Aug 30, 2025
Can you lower your tax with a trust?
Aug 23, 2025
The pathway to financial freedom
Aug 16, 2025
Advisers are investing in droves in this product
Aug 09, 2025
How to avoid losing your super
Aug 07, 2025
{REPLAY} The Value of Franking Credits
Aug 02, 2025
Can you value a share just using dividends?
Jul 26, 2025
Your thoughts on Australia's super system
Jul 19, 2025
Market returns are secondary to this driver of returns
Jul 12, 2025
One of the most generous tax breaks in Australia
Jul 05, 2025
Are you wealthy?
Jun 28, 2025
Private Assets 101
Jun 21, 2025
How to defer income tax until you sell your shares
Jun 14, 2025
How to successfully monitor your portfolio
Jun 07, 2025
The stocks the best performing superfunds are investing in
May 31, 2025
Lessons from Buffett you should ignore
May 24, 2025
Why you should pay attention to the new super tax
May 17, 2025
Lowering the impact of tax on returns
May 10, 2025
Listen to this before you pick an ETF
May 03, 2025
2 new Vanguard ETFs: Income and Growth
Apr 26, 2025
Cage fight: US & Australian retirement systems
Apr 19, 2025
Market turmoil and should you send your kids to private school?
Apr 12, 2025
Work out the probability of running out of money in retirement
Apr 05, 2025
Buying a home out of reach? Try these financial goals instead.
Mar 29, 2025
Building a 3 ETF portfolio in 2025
Mar 22, 2025
How to invest in a post-tariff world
Mar 15, 2025
Should I reinvest my dividends?
Mar 08, 2025
Why Shani uses managed funds
Mar 01, 2025
How to use an inheritance: Pay off your mortgage or invest?
Feb 22, 2025
How many holdings should I have in my portfolio?
Feb 15, 2025
Insuring yourself for worst case scenarios
Feb 08, 2025
Every Aussie deserves a fair go with super
Feb 01, 2025
Mark won't hold these assets
Jan 25, 2025
Should I allocate part of my portfolio to having a punt?
Jan 18, 2025
The perfect ETF
Jan 11, 2025
Dividend ETFs
Jan 04, 2025
[Best of 2024]: How to make $100k in passive income
Dec 28, 2024
[Best of 2024]: How to build a lazy portfolio with 3 ETFs
Dec 21, 2024
Christmas gifts for investors 2024
Dec 14, 2024
Is this the best metric for income investors?
Dec 07, 2024
Increase your super balance by 25%
Nov 30, 2024
How to invest with a couple of dollars
Nov 23, 2024
How to pick a super option
Nov 16, 2024
Protecting yourself and your assets
Nov 09, 2024
3 ASX growth stocks for the long term
Nov 02, 2024
How to build a travel fund
Oct 26, 2024
Replacing hybrids
Oct 19, 2024
The Sandwich Generation: handling caring responsibilities on both ends
Oct 12, 2024
Chances are your estate will be contested. Here's how to protect it.
Oct 05, 2024
All in one Vanguard ETF deep dive
Sep 28, 2024
The value of franking credits
Sep 21, 2024
The lessons of Dollarmites
Sep 14, 2024
Aussie stocks to hold forever
Sep 07, 2024
Decoding stock picks from experts
Aug 31, 2024
DCA vs Lump Sum Investing
Aug 24, 2024
Private Credit
Aug 17, 2024
Market Update: What should you do?
Aug 10, 2024
Hedging against risks
Aug 03, 2024
Your inheritance will likely be a house. What should you do with it?
Jul 27, 2024
Shani's investment strategy
Jul 20, 2024
Dividend Aristocrats
Jul 13, 2024
Why you shouldn't wait until 35 to take your super seriously
Jul 06, 2024
How to conduct a common sense check on a stock
Jun 29, 2024
Lessons from the top performing ASX share
Jun 22, 2024
Does timing the market work?
Jun 15, 2024
Boosting income with a covered call strategy
Jun 08, 2024
The wisdom of Charlie Munger
Jun 01, 2024
How to retire early
May 25, 2024
Why Aussies are better investors
May 18, 2024
How to incorporate an expected inheritance into your financial plan
May 11, 2024
Key takeaways from Morningstar's Mining Outlook
May 04, 2024
Share deep dive: Nvidia NVDA
Apr 27, 2024
Warren Buffett says he will hold these stocks forever
Apr 20, 2024
How to make $100k in passive income
Apr 13, 2024
Debt recycling
Apr 06, 2024
This stock ticks all our boxes
Mar 30, 2024
Why Shani bought a house
Mar 23, 2024
Three most popular ETFs in Australia
Mar 16, 2024
How investors should think about business risk
Mar 09, 2024
A realistic retirement plan
Mar 02, 2024
[REPLAY] How to construct an investment portfolio
Feb 24, 2024
A step-by-step investment strategy
Feb 24, 2024
How to build a lazy portfolio with ETFs
Feb 17, 2024
Not all income is built equal
Feb 10, 2024
How to build wealth with income investing
Feb 03, 2024
The lessons from the most successful stock of the last 80 years
Jan 27, 2024
What to look for (and what to avoid) when picking ETFs
Jan 20, 2024
Mark's top 10 portfolio holdings
Jan 13, 2024
[REPLAY] Best of 2023: Paying down your mortgage vs investing
Jan 06, 2024
[REPLAY] Best of 2023: Our favourite income ETF
Dec 30, 2023
[REPLAY] Best of 2023: Build a portfolio with 3 ETFs
Dec 23, 2023
Beat the market by changing how you invest
Dec 16, 2023
How to use behavioural science to become a better investor
Dec 09, 2023
Christmas gifts for investors 2023
Dec 02, 2023
Current opportunities
Nov 25, 2023
Market update going into 2024
Nov 18, 2023
[REPLAY] State of the market – April
Nov 18, 2023
LICs vs ETFs
Nov 11, 2023
Are bonds back?
Nov 04, 2023
Should you get involved in IPOs?
Oct 28, 2023
The case for China
Oct 21, 2023
Share deep dive: Woodside (ASX: WDS)
Oct 14, 2023
What is happening with Qantas?
Oct 07, 2023
[REPLAY] Passive Income
Sep 30, 2023
Can you retire on dividends?
Sep 30, 2023
What can we learn from Japan?
Sep 23, 2023
What return are you actually getting from shares?
Sep 16, 2023
A debt time bomb
Sep 09, 2023
3 steps to financial independence
Sep 02, 2023
Market outlook: Are investors too optimistic?
Aug 26, 2023
What we think about the largest company in the world
Aug 19, 2023
The best lessons from 150 episodes
Aug 12, 2023
Personal investing lessons from a CIO
Aug 05, 2023
Structuring your portfolio for income
Jul 29, 2023
Doubling down on exposure
Jul 22, 2023
Interest rate and inflation proof investment
Jul 15, 2023
Brian Han's Outlook
Jul 08, 2023
Share deep dive: Charter Hall Long WALE REIT
Jul 01, 2023
When to rebalance
Jun 24, 2023
Paying down your mortgage vs investing
Jun 17, 2023
Does the exchange an ETF trades on matter?
Jun 10, 2023
Retirement in inflationary times
Jun 03, 2023
How investors should actually think about ESG
May 27, 2023
Share deep dive: Fineos
May 20, 2023
Our favourite income ETF
May 13, 2023
Picking an active manager
May 06, 2023
State of the Market
Apr 29, 2023
What would you do with some extra cash?
Apr 22, 2023
Future expected returns and where to allocate assets
Apr 15, 2023
Creating a portfolio with one trade
Apr 08, 2023
Lithium
Apr 01, 2023
Small Caps
Mar 25, 2023
Lessons for Investors from Silicon Valley Bank
Mar 18, 2023
Morningstar's take on the Big 4 Banks
Mar 11, 2023
International diversification with domestic equities
Mar 04, 2023
How to evaluate investment performance
Feb 25, 2023
Super wars: Vanguard vs AustralianSuper
Feb 18, 2023
The role of currency in global investing
Feb 11, 2023
Investing in public real estate
Feb 04, 2023
Asset allocation in Superannuation
Jan 28, 2023
The advantages and disadvantages of income investing
Jan 21, 2023
2023 State of the Market
Jan 14, 2023
Build a portfolio with 3 ETFs
Jan 07, 2023
Budgets to bring in the new year
Dec 31, 2022
BEST OF 2022: The Property Market
Dec 28, 2022
Sector Spotlight: Financial Services
Dec 24, 2022
BEST OF 2022: The one thing you need to know to invest successfully
Dec 21, 2022
2022 Christmas gifts for investors
Dec 17, 2022
BEST OF 2022: Build a portfolio with passive ETFs
Dec 14, 2022
Sector Spotlight: Energy
Dec 10, 2022
BEST OF 2022: The case against ETFs
Dec 07, 2022
Does crypto matter for all investors?
Dec 03, 2022
BEST OF 2022: Passive Income
Nov 30, 2022
Share deep dive: Berkshire Hathaway
Nov 26, 2022
Quality ETFs
Nov 19, 2022
High conviction ETFs and what they hold
Nov 12, 2022
Top lessons from investment professionals
Nov 05, 2022
Have we reached market bottom?
Oct 29, 2022
Coveting thy neighbour's wife
Oct 22, 2022
How much chip would a blue chip chip if a blue chip had to maintain margins?
Oct 15, 2022
Is it time to buy?
Oct 08, 2022
Give the people what they want!
Oct 01, 2022
One plus one might not equal two
Sep 24, 2022
The Toyota Prius of podcasts
Sep 17, 2022
How big should your slice of American pie be?
Sep 10, 2022
The Ghost of Paul Volcker
Sep 03, 2022
There's no place like home
Aug 27, 2022
Do we want Santa to give us coal for Christmas?
Aug 20, 2022
Gone for a century instead of a duck
Aug 13, 2022
We’ve got 99 problems but super ain’t one
Aug 06, 2022
Mark and Shani answer your questions
Jul 30, 2022
Half-Yearly Review 2022
Jul 23, 2022
Under pressure: pushing down on me, pushing down on you (Part II)
Jul 16, 2022
Under pressure: pushing down on me, pushing down on you (Part I)
Jul 16, 2022
Lessons from Greats (III)
Jul 09, 2022
Share month: Deep dive into Westpac
Jul 02, 2022
[REPLAY]: Swipe Right for Shares III
Jun 29, 2022
Bonus: Quick reflection on what to do about falling markets
Jun 25, 2022
Share month: Deep dive into Fortescue
Jun 25, 2022
[REPLAY]: Swipe Right for Shares II
Jun 22, 2022
Share month: Deep dive into A2 Milk
Jun 18, 2022
[REPLAY]: Swipe Right for Shares I
Jun 15, 2022
Share month: Deep dive into Tesla
Jun 11, 2022
The one thing you need to know to invest successfully
Jun 04, 2022
Crypto crash and how low will the market go
May 28, 2022
The case against ETFs
May 21, 2022
State of the market: May 2022
May 14, 2022
Make your money last longer in retirement
May 07, 2022
How to behave like a winner
Apr 30, 2022
Capital Allocation
Apr 24, 2022
Taking a punt on CFDs
Apr 21, 2022
[REPLAY] The four words every investor should know
Apr 16, 2022
That's a bit derivative
Apr 09, 2022
Under the hood of the ETFs you’re most likely to own
Apr 02, 2022
The Equity Risk Premium
Mar 26, 2022
Share deep dive: Kogan (ASX:KGN)
Mar 19, 2022
Ever wanted to own the world?
Mar 12, 2022
Where do babies come from?
Mar 05, 2022
Book Review: Common Stocks, Uncommon Profits
Feb 26, 2022
Deep dive on a share: Beyond Meat
Feb 19, 2022
Passive Income
Feb 12, 2022
Passive Investing: Part 2
Feb 05, 2022
Passive Investing: Part 1
Feb 05, 2022
A 'sale' worth skipping
Jan 29, 2022
Disaster Response: Equity Markets
Jan 22, 2022
Yearly Portfolio Review
Jan 15, 2022
[REPLAY] Mid-year portfolio update
Jan 14, 2022
[REPLAY] Selecting investments to reach your goals
Jan 13, 2022
[REPLAY] If you can't read the scorecard, you don't know the score
Jan 11, 2022
Why you need to rethink your retirement goals
Jan 08, 2022
Lessons from great investors
Jan 01, 2022
Musings on the markets: 2021-2022
Dec 25, 2021
The book everyone tells you to read
Dec 18, 2021
Making a list and checking it twice
Dec 11, 2021
Meeting a share IRL
Dec 04, 2021
What's not to LIC?
Nov 29, 2021
[REPLAY] How to construct a portfolio
Nov 28, 2021
Exploring Alternative Lifestyles II
Nov 20, 2021
Exploring Alternative Lifestyles
Nov 13, 2021
Breaking the internet: Bitcoin ETFs
Nov 06, 2021
Let's get real: Infrastructure and Listed Property
Oct 30, 2021
The misfits: A holistic look at portfolio construction
Oct 23, 2021
How super is Super: Part 2
Oct 15, 2021
How super is Super
Oct 09, 2021
Taking stock: fund managers and their top picks
Oct 02, 2021
All about the Melbas
Sep 25, 2021
A deep dive into ETFs (Part II)
Sep 18, 2021
A deep dive into ETFs
Sep 11, 2021
I'm not a businessman, I'm a business, man
Sep 04, 2021
Swipe right for shares: Part 3
Aug 28, 2021
Swipe right for shares: Part 2
Aug 21, 2021
Swipe right for shares: Part 1
Aug 14, 2021
I guess you lose some and win some, as long as the outcome is income
Aug 07, 2021
Cash rules everything around me
Jul 31, 2021
Turn your head and cough - time for your portfolio check-up
Jul 24, 2021
If you can't read the scoreboard, you don't know the score
Jul 17, 2021
Devine intervention II: The finfluencers strike back
Jul 10, 2021
Devine Intervention
Jul 09, 2021
Shortcut to Index Funds
Jul 03, 2021
Does anyone look good in platforms?
Jun 26, 2021
You down with ESG? (Yeah, you know me)
Jun 19, 2021
Risky Business
Jun 13, 2021
Checking the barometer
Jun 05, 2021
Living the theme
May 29, 2021
The four words every investor should know
May 22, 2021
Special Episode: Inflation
May 18, 2021
Are emerging markets worth the risk?
May 14, 2021
Selecting investments to reach your goals
May 09, 2021
Bonds
May 02, 2021
How passive is passive investing?
Apr 25, 2021
Lessons from market crashes
Apr 18, 2021
Have market conditions impacted how much you need in retirement?
Apr 11, 2021
What are top fund managers holding?
Apr 01, 2021
Morningstar take on Buy Now, Pay Later
Mar 28, 2021
Shortcut to Diversification
Mar 20, 2021
SPACs (Special Purpose Acquisition Companies)
Mar 14, 2021
Tech stocks
Mar 07, 2021
Is the market overvalued?
Feb 28, 2021
Shortcut to Financial Statements
Feb 21, 2021
Bitcoin
Feb 14, 2021
Shortcut to Asset Allocation
Feb 06, 2021
Morningstar take on the GameStop saga
Feb 02, 2021
International Investing
Jan 30, 2021
Shortcut to Valuation
Jan 24, 2021
How to Select Funds and ETFs
Jan 17, 2021
Shortcut to Alpha and Beta
Jan 10, 2021
What to do before you start investing
Dec 27, 2020
Christmas Gift Ideas for Investors
Dec 10, 2020
Improving Investing Outcomes for Women
Dec 08, 2020
How do interest rates impact investments?
Nov 24, 2020
Unlocking the value of financial advice (even if you're self-advised)
Nov 12, 2020
Investing during the US Presidential Election
Oct 27, 2020
What are managed funds and ETFs?
Oct 25, 2020
Demystifying Investing Myths
Oct 21, 2020
What is a dividend?
Oct 13, 2020
What is a share?
Oct 05, 2020
Introducing Investing Compass
Sep 30, 2020