October's best reads from Morningstar
Take a look through what resonated with investors in September.
Readers looked for opportunities, insights into what other investors held, and estate planning tips.
Is popularity a compelling investment thesis?
A closer look at the evolving SMSF landscape.
New data reveals the ETFs gaining traction in SMSF portfolios.
Passive income growth continues to be strong but two picks are facing challenges.
A right to reside can give a surviving partner and children security and a clear plan. It can also have important tax implications.
Most popular Investing Compass episode of October: Why Mark still chooses income investing despite its trade-offs.
Income investing has plenty of critics and plenty of investors who swear by it.
So why choose an income strategy when it comes with some very real shortcomings? This episode unpacks the trade-offs that come with income investing and why Mark has chosen to use the strategy in his own portfolio.
They discuss why income strategies can lag during momentum driven markets, what dividend growth can tell us about the underlying quality of a company, and why a high dividend yield isn’t always a good thing. They also get into the practical side of picking income shares, including competitive advantages, valuation, dividend sustainability, debt and earnings growth.
You can listen, watch or read the transcript to the episode here.
Editor’s pick: Unconventional wisdom: Does an American retirement rule work for Australians?
Readers challenged whether a retirement framework developed in the United States could be applied to Australia. It’s a fair question.
Invest Your Way
A message from Mark and Shani
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. It’s now included in your Spotify Premium subscription, and your Audible subscription. You can also find the book to purchase on Amazon and Booktopia.
