Monthly Wrap: October’s best reads from Morningstar
Take a look through what resonated with investors in October.
Investors leaned into our insights on ETFs, income portfolios and super during the month of October.
Do high market valuations signal it’s time to change strategy?
If you need income then buying dividend stocks makes perfect sense. But if you don’t then it makes little sense because it’s likely to limit building real wealth. Here’s what you should do instead.
Fifteen months in and passive income growth has exceeded my target.
Young & Invested: How many ETFs should you have in your portfolio?
Avoiding portfolio diworsification.
Don’t fall for predatory companies encouraging you to pillage your retirement savings.
Most popular Investing Compass episode of October
Shani recently ran a financial literacy course for high school students. Mark and Shani discuss the life changing tips that she gave them.
The tips are centred around those that are pre-accumulation and getting the foundations and mindset right. From avoiding buy now, pay later traps to building an emergency fund, harnessing compound interest, investing beyond cash, and tuning out financial influencers.
It is a good reminder for seasoned investors, but also a podcast episode that can be shared with those in your life who have been thinking about getting into investing.
Editor’s pick
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.
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.
The book is currently is available to purchase below, at bookstores, and in audiobook format.
