Skip to Content
Morningstar AustraliaMorningstar Australia
  • Home
Market Centre
  • Australia
  • United States
  • Europe
  • Asia
Market Report
  • ASX Market Report
    Roundup of ASX market movements
Market Calendar
  • Upcoming Dividends
    Dividend payments in the coming 90 days
Discover Investments
  • Investment Ideas
Read the latest investing news and insights
  • Top Stories
  • Markets
  • Personal Finance
  • Retirement
  • Stocks
  • ETFs
  • Funds
  • Fixed Income
Industry Insights
  • Adviser Spotlight
  • Manager Spotlight
  • Firstlinks
Investing content
  • Investing guides
  • Webinars
  • Podcasts
  • Articles
Learn to invest in...
  • Stocks
  • Bonds
  • ETFs/Funds
How to invest
  • Getting started
  • Goals based portfolio construction
  • Portfolio maintenance
  • Retirement strategies
Our research
  • Morningstar equity research methodology
  • Morningstar manager research methodology
Our Solutions
  • For Advisers
  • For Licensees & Self-Licensed Practices
  • For Asset Managers
  • For Individual Investors
Featured Products and Services
  • AdviserLogic
  • Adviser Research Centre
  • FinaMetrica
  • Morningstar Direct
  • Morningstar Investment Management
  • Licensee Dashboard & CRM
  • Morningstar Essentials
  • Morningstar Indexes
  • Morningstar Data
  • PayLogic
  • Morningstar Investor
  • Sustainalytics
  • ESG Investing
The Company
  • Our Story
  • Our Methodology
  • Morningstar Investment Conference for Financial Professionals
  • Subscribe to our newsletters
  • Advertise with Us
  • Careers
  • Contact Us

Personal Finance

Investing Compass: The misfits: A holistic look at portfolio construction

A listener requested episode, we look at where unlisted or non-traditional assets might fit into your asset allocation.

Mark LaMonica, CFA
Mark LaMonica, CFA
30 May 2023
Article Page URL has been copied to clipboard for sharing.

Co-Author | Shani Jayamanne


Newsletter

ASSET ALLOCATION
INVESTING COMPASS
MARK LAMONICA
PORTFOLIO CONSTRUCTION
SHANI JAYAMANNE
AUTHOR
  • Mark LaMonica, CFAMark LaMonica, CFA, is director of personal finance, Morningstar Australia.
  • Shani JayamanneShani Jayamanne is a Director, Investment Specialist, Wealth, Morningstar Australia.

SHARE THIS ARTICLE
Article Page URL has been copied to clipboard for sharing.

More from Morningstar
What to do when you inherit shares
Personal Finance
What to do when you inherit shares
Implications of inheriting or bequeathing shares
You can beat the stock market by avoiding its worst days. But you won’t
Personal Finance
You can beat the stock market by avoiding its worst days. But you won’t
We put a viral post on X to the sniff test. It didn’t pass.
3 ways to defuse intergenerational anger
Personal Finance
3 ways to defuse intergenerational anger
Intergenerational bickering continues and with over 50% of voters in the Gen Z and Millennial cohorts, Canberra is listening to the grievances from...
8 sources of emergency cash, ranked from best to worst
Personal Finance
8 sources of emergency cash, ranked from best to worst
If unanticipated expenses exceed your emergency fund, here’s a look at where to go next.
Young & Invested: What I think is wrong with ETFs
Personal Finance
Young & Invested: What I think is wrong with ETFs
Looking back at some of the biggest mistakes I’ve made as an ETF investor.
Future Focus: Tax alpha is becoming more important than market returns
Personal Finance
Future Focus: Tax alpha is becoming more important than market returns
As valuations temper and market returns become subdued, focus on keeping more of what you earn.