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
Unconventional wisdom: Has speculation run rampant with gold and crypto?
Personal Finance
Unconventional wisdom: Has speculation run rampant with gold and crypto?
Much is made of the difference between speculation and investing but we all need to play a game we can win.
3 reasons to care about private markets even if you’re not investing in them
Personal Finance
3 reasons to care about private markets even if you’re not investing in them
Shifts in capital formation are affecting public stock and bond markets.
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.
Are we in for another dot-com crash?
Personal Finance
Are we in for another dot-com crash?
New investors might not be familiar with the lore. Here’s a deep dive into the lessons we can learn.
Look before you leap when investing in private funds
Personal Finance
Look before you leap when investing in private funds
The big gap in returns between the haves and have-nots of private equity and venture capital tells you something.
Why I’ve chosen to rent for life
Personal Finance
Why I’ve chosen to rent for life
Is owning your home the only way to build wealth?