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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
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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.

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