Investing Compass

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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.

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Recent Episodes
  • Lowering the impact of tax on returns
    May 10, 2025 – 12:45
  • Listen to this before you pick an ETF
    May 3, 2025 – 23:17
  • 2 new Vanguard ETFs: Income and Growth
    Apr 26, 2025 – 19:12
  • Cage fight: US & Australian retirement systems
    Apr 19, 2025 – 23:56
  • Market turmoil and should you send your kids to private school?
    Apr 12, 2025 – 32:28
  • Work out the probability of running out of money in retirement
    Apr 5, 2025 – 18:38
  • Buying a home out of reach? Try these financial goals instead.
    Mar 29, 2025 – 23:31
  • Building a 3 ETF portfolio in 2025
    Mar 22, 2025 – 23:57
  • How to invest in a post-tariff world
    Mar 15, 2025 – 19:37
  • Should I reinvest my dividends?
    Mar 8, 2025 – 23:46
  • Why Shani uses managed funds
    Mar 1, 2025 – 22:02
  • How to use an inheritance: Pay off your mortgage or invest?
    Feb 22, 2025 – 25:46
  • How many holdings should I have in my portfolio?
    Feb 15, 2025 – 23:07
  • Insuring yourself for worst case scenarios
    Feb 8, 2025 – 18:35
  • Every Aussie deserves a fair go with super
    Feb 1, 2025 – 24:40
  • Mark won't hold these assets
    Jan 25, 2025 – 23:12
  • Should I allocate part of my portfolio to having a punt?
    Jan 18, 2025 – 18:48
  • The perfect ETF
    Jan 11, 2025 – 14:26
  • Dividend ETFs
    Jan 4, 2025 – 17:38
  • [Best of 2024]: How to make $100k in passive income
    Dec 28, 2024 – 15:03
  • [Best of 2024]: How to build a lazy portfolio with 3 ETFs
    Dec 21, 2024 – 26:49
  • Christmas gifts for investors 2024
    Dec 14, 2024 – 21:13
  • Is this the best metric for income investors?
    Dec 7, 2024 – 18:25
  • Increase your super balance by 25%
    Nov 30, 2024 – 16:44
  • How to invest with a couple of dollars
    Nov 23, 2024 – 22:39
  • How to pick a super option
    Nov 16, 2024 – 15:44
  • Protecting yourself and your assets
    Nov 9, 2024 – 13:34
  • 3 ASX growth stocks for the long term
    Nov 2, 2024 – 25:45
  • How to build a travel fund
    Oct 26, 2024 – 18:30
  • Replacing hybrids
    Oct 19, 2024 – 18:35
  • The Sandwich Generation: handling caring responsibilities on both ends
    Oct 12, 2024 – 19:39
  • Chances are your estate will be contested. Here's how to protect it.
    Oct 5, 2024 – 17:07
  • All in one Vanguard ETF deep dive
    Sep 28, 2024 – 16:21
  • The value of franking credits
    Sep 21, 2024 – 18:39
  • The lessons of Dollarmites
    Sep 14, 2024 – 15:40
  • Aussie stocks to hold forever
    Sep 7, 2024 – 29:21
  • Decoding stock picks from experts
    Aug 31, 2024 – 17:37
  • DCA vs Lump Sum Investing
    Aug 24, 2024 – 17:08
  • Private Credit
    Aug 17, 2024 – 21:20
  • Market Update: What should you do?
    Aug 10, 2024 – 21:22
  • Hedging against risks
    Aug 3, 2024 – 15:19
  • Your inheritance will likely be a house. What should you do with it?
    Jul 27, 2024 – 16:30
  • Shani's investment strategy
    Jul 20, 2024 – 22:41
  • Dividend Aristocrats
    Jul 13, 2024 – 21:09
  • Why you shouldn't wait until 35 to take your super seriously
    Jul 6, 2024 – 20:21
  • How to conduct a common sense check on a stock
    Jun 29, 2024 – 14:55
  • Lessons from the top performing ASX share
    Jun 22, 2024 – 17:07
  • Does timing the market work?
    Jun 15, 2024 – 15:56
  • Boosting income with a covered call strategy
    Jun 8, 2024 – 17:58
  • The wisdom of Charlie Munger
    Jun 1, 2024 – 14:52
Recent Reviews
  • Rr2134
    Informative and fun
    Really like the simple and useful advice. Also good interaction between the two hosts. As a US listener, I would be interested in more discussion about global investing and home country bias. Keep up the good work.
  • NDmodel3
    Educational and laid back
    Great, fun podcast that teaches investing concepts using a conversational format
  • sjamesmott
    Devine intervention, part 2
    I’m a newbie investor in Upstate New York State and a frequent listener to this program. I find that, as Shani mentioned today, Morningstar podcasts fill a void by providing fundamental information individuals can use, as opposed to the high level economic talk that pervades many other investing shows. I particularly like this show, “Investing Compass”, presented by Mark and Shani from Down Under, as well as Morningstar America’s “ETF Spotlight” and “Value Investor” shows hosted by Neena and Tracey, respectively, because each host covers relevant topics in a light and mostly jargonless way.
Disclaimer: The podcast and artwork on this page are property of the podcast owner, and not endorsed by UP.audio.