February’s best reads from Morningstar
Take a look through what resonated with investors in February.
As we make our way through earnings season, here’s what resonated with investors in February.
Investors were pleased with results but our fair value estimate is unchanged.
Build smarter portfolios by separating ETFs into intuitive categories.
The stocks of these high-quality companies with large market capitalizations look undervalued today.
Management lifted guidance and full-year dividend.
A reminder of what really matters as results season ramps up.
Most popular Investing Compass episode of February
In the most popular Investing Compass episode of February, James Gruber explains why he dislikes dividend stocks. He compares his investment strategy to Mark’s, which is based on income generation. You can find the episode here.
Editor’s pick: The case for the inefficient path of investing
In this month’s Future Focus, Shani Jayamanne challenges the idea that the most efficient financial decision is always the right one. While the industry often focuses on optimisation, tax efficiency and maximising returns, Shani argues that investing is a means to an end, and that end is your life goals.
Through examples like buying a home, paying off HECS/HELP debt, or even starting a family, she explores how ‘inefficient’ choices can deliver stability, peace of mind and long-term behavioural benefits. The best portfolio isn’t always the most efficient on paper - it’s the one you can stick with.
This piece offers a practical framework to help investors separate investment decisions from life goals and make trade-offs with clarity and intention.
Invest Your Way
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast and written on morningstar.com.au to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey – Invest Your Way. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
You can find links to purchase the book below.
