Investing Compass

Lowering the impact of tax on returns


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In this listener requested episode, we take a look at how taxes impact you as an investor. Understanding the maths behind all of the variables for your total return means you're able to make better decisions. Tax is a big one.


In this week's Unconventional wisdom column, Mark explores whether investor complacency is out of touch with reality. He looks at game theory and a prisoner's dilemma, and the lessons that investors can take from it, especially when it comes to the current market volatility. He looks like at where Trump - and the market, might go from here.

 

Finding superior long-term investments as a stock picker requires you to find companies that defy the laws of capitalism. But how might you go about doing this? In the next edition of his Bookworm column, Joseph explores Marathon Asset Management’s capital cycle approach to investing and how it can identify so-called “compounders”. Joseph also highlights a holding from his portfolio that he thinks fits the bill.

 

Successful investing doesn't end as soon as you hit 'buy' in your trading account. Shani's Future Focus column looks at a methodical framework to monitor and maintain your portfolio, to increase your chances of achieving your financial goals.

 

Easy access to technology means younger generations are more informed and confident in their investment decisions than ever. Furthermore, changes to the industry has led to structured financial advice increasingly becoming a luxury to access. In this week's Young & Invested, Sim explores whether financial advisers have any value proposition for young people. 


To submit any questions or feedback, please email [email protected] 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.

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

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Investing CompassBy Morningstar Australia

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