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5 days ago | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
In this episode, we dive into private assets. What they are, their history, the risks and benefits and whether they suit investors. Mark has written an article that covers private assets here. Listen on:Apple PodcastsSpotifyGet Morningstar insights in your inboxYou’re able to find the transcript of 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.
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1 week ago | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
In this listener requested episode, we look at the difference between Dividend Reinvestment Plans (DRPs) and Dividend Substitution Share Plans (DSSPs). There are some very important benefits to each plan that may mean one plan will suit investors better than the other. Listen on:Apple PodcastsSpotifyGet Morningstar insights in your inboxYou’re able to find the transcript of the episode below:Shani Jayamanne: Welcome to another episode of Investing Compass.
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2 weeks ago | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
Successful investing doesn’t end as soon as you hit ‘buy’ in your trading account. This episode of Investing Compass looks at a methodical framework to monitor and maintain your portfolio, to increase your chances of achieving your financial goals. Monitoring your portfolio includes:Know how often you are going to review your portfolioHave your circumstances changed?
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1 month ago | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
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. Listen on:Apple PodcastsSpotifyGet Morningstar insights in your inboxYou’re able to find the transcript of the episode below:Shani Jayamanne: Welcome to another episode of Investing Compass.
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1 month ago | 
morningstar.com.au | Mark LaMonica |Shani Jayamanne
In this listener-requested episode, Mark and Shani break down the pros and cons of Australia’s super system vs America’s 401(k)s and IRAs. From tax benefits and compulsory contributions to fee structures and investor outcomes. Mark LaMonica: All right, Shani, we have a listener requested episode today, which are always fun because we don’t have to think of…Shani Jayamanne: The topic.
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Mar 24, 2025 | 
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.
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Mar 18, 2025 | 
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.
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Mar 11, 2025 | 
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.
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Mar 3, 2025 | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
In a listener requested episode, Shani goes through why she uses managed funds and how she chose to use the investment product for the problems that it solves for her. Read the full article here. Listen on:Apple PodcastsSpotifyGet more of Morningstar's articles in your inboxMark LaMonica: Welcome to another episode of Investing Compass. Before we begin, a quick note that the information contained in this podcast is general in nature.
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Feb 24, 2025 | 
morningstar.com.au | Shani Jayamanne |Mark LaMonica
This episode explores what to do when you receive an inheritance, and the options that you have when you invest. We consider paying off a mortgage and investing in and out of superannuation.
