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
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
Future Focus: The new capital gains tax trap for your portfolio
Personal Finance
Future Focus: The new capital gains tax trap for your portfolio
How much managing your portfolio is going to cost you with the new tax changes.
August's best reads from Morningstar
Personal Finance
August's best reads from Morningstar
Take a look through what resonated with investors in August.
Unconventional wisdom: The AI parlay bet that could trigger the next bear market
Personal Finance
Unconventional wisdom: The AI parlay bet that could trigger the next bear market
The AI boom has become a giant parlay bet in a market vulnerable to poor investor behaviour.
Morningstar webinar series: Income investing bootcamp
Personal Finance
Morningstar webinar series: Income investing bootcamp
Register for our free webinar series.
The investor trap that nearly crashed an entire market
Personal Finance
The investor trap that nearly crashed an entire market
What every investor can learn before the next market mania takes hold.
Testamentary trusts have secured the CGT exemption
Personal Finance
Testamentary trusts have secured the CGT exemption
The good and the bad news behind the exemption.