Navigating volatility we're seeing in the market can be challenging particularly when trying to identify investment opportunities. According to Morningstar's tools, the Australian market was 7% overvalued while the US market was slightly undervalued at 1.5%.*Where should investors be looking for strong returns? If an investor wanted income, how can one build a portfolio that generates reliable income while avoiding common pitfalls?Mark LaMonica, Director of Personal Finance at Morningstar Australia, joins us to break down where investors might find value today and why he focuses on income as the foundation of his investment strategy.Here’s what we cover:What analysts look for when searching for valueU.S. vs. Australian markets – where the best value lies todayThe Magnificent 7 stocks – are they still worth holding?How Mark balances fun and travel with portfolio growthWhy income paying shares are his preferred asset classThe hallmarks of a dream dividend stock*This episode was recorded on 4 March 2025.Sidekick is brought to you by Superhero (www.superhero.com.au). Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.__________Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.Learn more about why Aussies choose Superhero.__________Did you enjoy this episode?Subscribe to us on Spotify | Apple Podcasts | YouTube.Keep up to date with market news and updates on Facebook | Instagram | Twitter.Learn more about investing and superannuation from our blog.__________Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.  Hosted on Acast. See acast.com/privacy for more information.

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