The beginning of the year is a great time to check-in on how you are progressing against your goals. In our final replay leading up to our portfolio review episode we review our mid-year portfolio check-up. 

For any questions, comments or feedback please email [email protected]

Audio Producer and mixer: William Ton – www.willton.me 

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

The beginning of the year is a great time to check-in on how you are progressing against your goals. In the second of three replays leading up to our portfolio review episode we look at Mark's goals and how to put together an investment policy statement ("IPS"). 

For any questions, comments or feedback please email [email protected]

Audio Producer and mixer: William Ton – www.willton.me 

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

The beginning of the year is a great time to check-in on how you are progressing against your goals. In the first of three replays leading up to our portfolio review episode we look at how to assess performance of portfolios. 

For any questions, comments or feedback please email [email protected]

Audio Producer and mixer: William Ton – www.willton.me 

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

Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement.

For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 

For any comments, questions or feedback please email [email protected]

Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638

Audio Producer and mixer: William Ton – www.willton.me

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

In this episode, we explore lessons from great investors and business people that we can apply to our own investing approach. 

For any comments, questions or feedback please email [email protected]

Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638

Audio Producer and mixer: William Ton – www.willton.me 

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

A different take from most, we take a typical Investing Compass look at the state of the market at the end of 2021. On behalf of Mark, Shani and Will, we wish you a Happy New Year and all the best for 2022.

For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 

For any comments, questions or feedback please email [email protected]

Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638

Audio Producer and mixer: William Ton – www.willton.me 

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

Our second book review looks at key lessons that we can take from the Intelligent Investor by Benjamin Graham. This book has been heralded as one of the most important investing books ever written, and one of Buffet's favourites (drink!).

For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 

For any comments, questions or feedback please email [email protected]

Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638

Audio Producer and mixer: William Ton – www.willton.me 

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

We exchange the presents we got each other and explore gift ideas for investors in our annual Christmas episode 

For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 

For any comments, questions or feedback please email [email protected]

Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638

Audio Producer and mixer: William Ton – www.willton.me 

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

A listener requested episode, we go through practical examples that put our three part share trilogy into practice. Understand how to choose between two businesses, and what to look for when investing in shares.

For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 

For any comments, questions or feedback please email [email protected]

Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638

Audio Producer and mixer: William Ton – www.willton.me 

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

A listener requested episode, we explore Listed Investment Companies. They've risen in popularity and their company structure offers distinct benefits for investors. We explore how they're structured, and how to spot a good one.

For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 

For any comments, questions or feedback please email [email protected]

Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638

Audio Producer and mixer: William Ton – www.willton.me 

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