Investing Compass

We take a closer look at the exposure you’re getting with some of the most popular ETFs in Australia.
You can find the full article here.
Shani's article on concentration is here.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
Get 50% off your first two months of PocketSmith’s Foundation or Flourish plans here.
A message from Mark and Shani
For 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 Booktopia
To 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.
Hosted on Acast. See acast.com/privacy for more information.

Debt recycling at its core, is making your part of your mortgage tax deductible. Debt recycling can be an attractive strategy for those on higher marginal tax rates. Mark and Shani run through how to know whether it is right for you.
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.
Get 50% off your first two months of PocketSmith’s Foundation or Flourish plans here.
A message from Mark and Shani
For 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 Booktopia
To 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.
Hosted on Acast. See acast.com/privacy for more information.

Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies. We run through how investors should approach this.
You can find Mark's article here.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
Get 50% off your first two months of PocketSmith’s Foundation or Flourish plans here.
A message from Mark and Shani
For 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 Booktopia
To 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.
Hosted on Acast. See acast.com/privacy for more information.

You may be forgetting conditions that meaningfully change how much you need in retirement. Mark and Shani run through some of these conditions that may be applicable to you.
You can find the article here.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
Get 50% off your first two months of PocketSmith’s Foundation or Flourish plans here.
A message from Mark and Shani
For 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 Booktopia
To 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.
Hosted on Acast. See acast.com/privacy for more information.

We go through lessons for ASX stocks, ETFs and LICs that have delivered over the past decade.
You can find Marks stock article here, and ETF and LIC article here.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
Get 50% off your first two months of PocketSmith’s Foundation or Flourish plans here.
A message from Mark and Shani
For 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 Booktopia
To 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.
Hosted on Acast. See acast.com/privacy for more information.