Mark and Shani have been reviewing their portfolios on a half-yearly basis to add transparency to portfolio monitoring and maintenance. Listen to the half yearly update for 2022 where they discuss what's changed with their portfolios in the last six months, how they're tracking towards their goals and what's important to focus on in the current environment.

Join the waitlist for our conference: https://go.morningstar.com.au/miic

To submit any questions or feedback, please email

mark.lamonica1@morningstar.com or leave us a voicemail to feature on the

podcast here: https://www.speakpipe.com/Investing_Compass

Additional resources from our episodes are available via our

website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215

Audio Producer and mixer: William Ton – www.willton.me 

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