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Mark LaMonica, CFA

Mark LaMonica, CFA

is Director of Personal Finance, Morningstar Australia.

Why I am an income investor
Personal Finance
Why I am an income investor
The critiques of dividend investing don’t hold up to scrutiny.
The three elements of a successful transition to retirement
Retirement
The three elements of a successful transition to retirement
Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
How to earn 1.7% more a year than the average investor
Personal Finance
How to earn 1.7% more a year than the average investor
Changing your investment approach can make a significant difference in returns over the long-term. 
Boosting investment income with a covered call strategy
Personal Finance
Boosting investment income with a covered call strategy
How to execute a covered call strategy and when it makes sense.
3 undervalued US growth shares with moats
Stocks
3 undervalued US growth shares with moats
Growth continues to capitivate investors but care should be taken to not overpay.
A checklist for valuing a share
Personal Finance
A checklist for valuing a share
Blindly basing investment decisions on target prices can lead to poor outcomes. 
3 undervalued US value shares with moats
Stocks
3 undervalued US value shares with moats
Value continues to underperform but it may be a function of how we think about the investing style.  
Why are the Greens focused on return on equity?
Personal Finance
Why are the Greens focused on return on equity?
Financial metrics don’t give us a full picture. 
3 top-rated ETFs that focus on quality shares
ETFs
3 top-rated ETFs that focus on quality shares
Investors have gravitated towards factor investing focused on quality.
Buffett’s most misunderstood quote
Personal Finance
Buffett’s most misunderstood quote
My biggest investing mistake is encapsulated in a Buffett quote that many investors take too literally.
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