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
This week’s best investing insights
Personal Finance
This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
3 tasks to make your family’s life easier
Personal Finance
3 tasks to make your family’s life easier
Knock these tasks over in a weekend to offer yourself and your family peace of mind.
Managing tax when investing as a couple
Personal Finance
Managing tax when investing as a couple
How to optimise your returns
Monthly Wrap: October’s best reads from Morningstar
Personal Finance
Monthly Wrap: October’s best reads from Morningstar
Take a look through what resonated with investors in October.
Young & Invested: Why these ETFs might require caution
Personal Finance
Young & Invested: Why these ETFs might require caution
Investigating a high risk, high reward approach to ETF investing.
Only 29% of people get these 3 money questions right
Personal Finance
Only 29% of people get these 3 money questions right
In this episode, Mark and Shani run through a financial literacy quiz used in over 20 countries.