July's best reads from Morningstar
Take a look through what resonated with investors in July.
Income investing, new financial year reviews and retirement planning held our readers’ interest.
Passive income growth continues to exceed my target.
Here’s three high-quality growth companies with wide moats.
Falling ETF distributions and shrinking dividend yields have raised concerns that the golden age of Australian income investing is ending.
Good context for your yearly review.
Retirees who stopped working in 1968 faced a brutal combination of bear markets, soaring inflation and poor returns. I tested the 4% rule, the income method and the bucket approach to see which strategies stood up to the challenge.
Most popular Investing Compass episode of July: The Best Global ETF
In this episode of Investing Compass, we explore some of Australia’s most popular international ETFs, including how they differ, what role they can play in a portfolio, and why the right choice depends less on finding a winner and more on understanding what you own.
You can listen, watch or read the transcript to the episode here.
Editor’s pick
With hundreds of ETFs now available to Australian investors, choosing the right one takes more than simply comparing management fees. In this edition of Future Focus, Shani explores implementation alpha and how considering value over price may result in better portfolio outcomes.
Invest Your Way
A message from Mark and Shani
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. It’s now included in your Spotify Premium subscription, and your Audible subscription. You can also find the book to purchase on Amazon and Booktopia.
