Ever taken a Risk Tolerance Questionnaire? Thinking about risk in the wrong way can have profound impacts on your investing outcomes.You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We walk through considerations when deciding between active and passive strategies You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Thematic ETFs use compelling narratives to sell investments. We explore whether they are worth the hype. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We tackle whether a compelling story makes a compelling investment. You can sign up for a free, four-week trial (no credit card required) of Morningstar Premium here: https://go.morningstar.com.au/investingcompass For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Consumer prices in the US surged in April this year by the most in any 12 month period since 2008.  This episode covers what’s happening at the moment, how the market are reacting and how to find robust companies that can withstand inflationary changes, or have measures in place to protect them.For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Jeremy Grantham recently said "Emerging markets in many ways are the growth that’s left in the system. They will guarantee to grow faster than the developed countries … they’re much cheaper, they haven’t been beat up, they don’t have as much speculative excess. They’re a respectable investment,”.  In this episode, we explore the opportunity and risk of emerging markets, and whether they have a place in your portfolio.For any feedback, questions or comments please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We go through Mark's decision making process for how he has structured his portfolio to reach his goals. For any feedback, questions or comments please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We explore why bonds are worth paying attention to.For any feedback, questions or comments please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We explore the risks of the increasing popularity of passive investing. For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me   Hosted on Acast. See acast.com/privacy for more information.

Sometimes history repeats itself. Learn about past market crashes and see what lessons may apply today. We explore the nifty 50 and .com crash during this episode. For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

4% has been heralded as the amount you can safely draw down each year from your retirement savings. We explore whether market conditions have changed this standard, and how you should be thinking about retirement goals. For any comments, feedback or episode requests, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We take a deep dive into the top holdings of Ark's Cathie Wood, Magellan's Hamish Douglass, and Morningstar's Australian Fund Manager of the Year, Hyperion Asset Management. We stack them up against our Morningstar analysts, and see if they agree with where these managers have taken their biggest bets.  For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We zero in on Afterpay and Zip, exploring whether their current valuations are justified, and whether they'd make good long term investments. For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We explain diversification, why it's important for your portfolio, and why too much of it can also be detrimental. For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Is speculation getting out of control? Looking at the SPAC market may be an indication that we're in a bubble.For any questions, comments or feedback please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Tech stocks have provided extremely attractive returns to investors, making up larger and more significant portions of market indices as they continue their growth.  We look at their business models, how they differ from the traditional, and their outlook.For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Market commentators have been heralding that the market is overvalued -we look at traditional indicators and where they sit compared to other significant market events like the GFC, Black Friday and the .com bubble. Then, we walk through how investors can find opportunities in these markets, and the strategies they should consider. For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We explore the balance sheet, cash flow statement and income statement. These are financial statements that you’ll find for any listed company, providing insights into their financial position and health. This episode will help you make more informed investing decisions based on what you can find on these statements.Please send any feedback, comments or competition entries to [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Bitcoin is a controversial topic that has split investors into three camps. Those that are fiercely for it, those that are fiercely against it, and those that don’t really understand it. This episode is for the third camp - we go through what Bitcoin is, where it came from and its mechanics, and then we put it into context as an investment.Please send any feedback, comments or competition entries to [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Our shortcut to asset allocation explores this concept which has been found to contribute to over 90% of your investment returns.For any questions, comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

A lot of people have made a lot of money in the last few weeks. Understand the mechanics behind GameStop, shorting and the impact of short squeezes in our special episode.Please send any feedback, comments and competition entries to [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

This episode covers why you should have international exposure in your portfolio, then move on to how to invest internationally, covering some of the nuances around investing outside of Australia including currency risk. Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

The price of the stock doesn't always necessarily reflect its value. Our shortcut episodes explores valuation and why its important to invest with it front of mind, instead of price.Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

For our second episode on Funds and ETFs, we go through what to look for when selecting a fund and ETF by going through a practical example. For any feedbacks, questions or comments please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We cover alpha and beta - two investing ratios that can help you understand the performance and volatility of investments.For any questions or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Making sure you’re in a position to invest is like laying the foundations on a house.  In this episode, we run through what you need to ensure your foundations are solid, allowing you to invest confidently and for the long term.Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Our Christmas episode goes through gifts you could give an investor at any part of their investing journey, from beginners to those who have been investing for decades. We'll go through some investments with low minimums, 3 stock ideas on our December Global Best Ideas List, and some books to further your knowledge.For any comments or feedback, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

The importance of saving and investing is not gender-specific - it's critical for everyone. Some issues, however, disproportionately impact women - including poorer retirement outcomes, a bias in financial advice and the failure to invest. This episode covers these gaps that women disproportionately face with investing and retirement, and some practical tips to help even the playing field. For any questions, comments or feedback, please email @[email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We've been in a prolonged period of falling interest rates since the mid-80s, having impacts on investment returns from different asset classes. This episode covers how investors should think about interest rates and monetary policy, and the impacts of falling and rising rates on investments. Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

This episode will help people who use financial advisers understand where they can actually add value and how you can protect yourself as a consumer. For those that don’t use a financial adviser -  we want you to understand how you can get some of the benefits that advisers can provide, even when you are investing on your own. For any feedback or comments, please email [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

The US Presidential election promises to be chaotic in more ways than one. We run through how the election may cause volatility in your portfolio, what you should do about it, and whether now is the right time to invest. For any questions, feedback or comments, please email @[email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

As an investor, you will have different goals and objectives to the next person - stocks are not always the right solution. In this episode, we discuss managed funds and ETFs, which may suit investors who are just starting out, or investors looking to gain exposure to certain asset classes. We tackle some of the misinformation around these investment products, and run through a few scenarios in which they may suit investors.For any comments or feedback, please email us at [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We speak about if property beats stocks, whether ESG makes you trade performance for morals,  or whether professional investors always know best. We run through becoming a more rational investor by taking a step back, and analysing investments based on whether they meet your goals.For any questions, comments or feedback, please contact [email protected] Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.