Lower returns ahead: Is the 60/40 portfolio dead?
Personal Finance
Lower returns ahead: Is the 60/40 portfolio dead?
In this episode of Investing Compass, Mark and Shani talk Blackrock’s view that the 60/40 portfolio is dead.
Future Focus: Market returns are secondary to this return driver
Personal Finance
Future Focus: Market returns are secondary to this return driver
Want to be a successful investor? You’re focusing on the wrong thing.
What is the total cost of owning an ETF?
ETFs
What is the total cost of owning an ETF?
ETF fees are just part of the equation.
Chart of the Week: Why this earnings season is different
Markets
Chart of the Week: Why this earnings season is different
The market reaction to earnings is unusual and volatility is up.
CSL: Why I’m still holding
Personal Finance
CSL: Why I’m still holding
In this episode of Investing Compass, Mark and Shani talk through whether CSL still deserves a place in Mark’s portfolio.
Future Focus: Is there a better option than SMSFs?
Personal Finance
Future Focus: Is there a better option than SMSFs?
Direct Investment options may offer a happy middle ground for investors who want control of their portfolio, but not the headache of portfolio...
Podcast: Investing Compass
Investing
Podcast: Investing Compass
Morningstar Australia's podcast series.
Shani’s top insights from August
Personal Finance
Shani’s top insights from August
Shani’s August insights focus heavily on maximising investor outcomes.
Stop loss – stopping or locking in losses?
Personal Finance
Stop loss – stopping or locking in losses?
A reader submitted question on the value of the stop loss function offered by brokers.
Chart of the Week: Largest share price falls during earnings
Stocks
Chart of the Week: Largest share price falls during earnings
Opportunities arise when the market overreacts, and good quality companies are mispriced.
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