Mark LaMonica

Sydney

Director of Personal Finance at Morningstar Australia

Morningstar Australia Co-host of Investing Compass podcast

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Articles

Unconventional wisdom: A dangerous time for investors and it isn’t just Trump

3 weeks ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. “Anxiety is like a rocking chair.
12 picks for an income portfolio - Q1 2025 update

3 weeks ago | morningstar.com.au | Mark LaMonica

There is a lot going on in the world and many investors are anxious. I’m starting to see a lot more commentary about raising cash and cutting equity exposure. The justification for this approach is simple – Trump is scary, markets will drop and there will be plentiful opportunities in the future. I understand why this argument is resonating with investors. I could make a compelling case to follow this approach.
Unconventional wisdom: Are we on the cusp of a lost decade?

4 weeks ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want.
Building a 3 ETF portfolio in 2025

1 month ago | morningstar.com.au | Shani Jayamanne |Mark LaMonica

We look at the ETFs that would go into a 3 ETF portfolio, using Morningstar’s Manager Research Medalist ratings. You are able to view the full article here. Listen on:Apple PodcastsSpotifyGet more of Morningstar’s articles in your inboxFind the transcript for the episode below:Shani Jayamanne: Welcome to another episode of Investing Compass. Before we begin, a quick note that the information contained in this podcast is general in nature.
Morningstar webinar series: ETF Bootcamp

1 month ago | morningstar.com.au | Mark LaMonica

This four-part webinar series is designed to help guide you with the knowledge needed to better understand ETFs and determine what could be the best fit for your portfolio.
How to invest in a post-tariff world

1 month ago | morningstar.com.au | Shani Jayamanne |Mark LaMonica

This episode focuses on tariffs - how investors should think about them, how they should position their portfolios, and the types of companies that will continue to prosper. Listen on:Apple PodcastsSpotifyGet more of Morningstar's articles in your inboxYou can find the transcript for the episode below:Shani Jayamanne: Welcome to another episode of Investing Compass. Before we begin, a quick note that the information contained in this podcast is general in nature.
Mark to market: Are you making this mistake by not understanding compounding?

1 month ago | morningstar.com.au | Mark LaMonica

Question:Hi guys –Good podcast as always. Something Mark said got me thinking – capital gains tax. People are so concerned about paying taxes on capital gains. Why? I hear this phase often, if you are paying more taxes you are making more money. Isn’t this just the ‘cost of doing business’ in investing. Be great to have an episode on the taxes side of investing and psychology of it. Answer:Shani and I received this question in relation to the following podcast.
Unconventional wisdom: Should I sell this high flying share?

1 month ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Should I sell this high flying share?
Unconventional wisdom: Should I sell this high flying share?

1 month ago | morningstar.com.au | Mark LaMonica

Conventional wisdom is a byproduct of groupthink that presents solutions good enough for the average person while simultaneously not being right for any individual. You follow it at your peril. The more different you are from the person that defined a rule the less you should follow the rule. Each Monday I will challenge the investing norms that just may be holding you back from living the life you want. Should I sell this high flying share?
Should you reinvest your dividends?

1 month ago | morningstar.com.au | Shani Jayamanne |Mark LaMonica

51% of returns in the ASX during the decade between 2012 and 2022 came from dividends being reinvested. Since 1940, 34% of the returns for the S&P 500 came from dividends being reinvested. Investors considering whether to take their income as cash instead of reinvesting may be interested to hear about the trade-offs, and why Mark made his decision to start taking his income in cash. Shani Jayamanne: Welcome to another episode of Investing Compass.