Morningstar Australia - Empowering Investor Success
personal-finance
Investing wisdom from 40 years of Morningstar
To celebrate Morningstar’s 40th anniversary, we share our best investing insights
fixed-income
Why I don't invest in bonds
Conventional wisdom dictates that risk is synonymous with volatility. Is this something most investors should worry about and is there a better way to build a portfolio than using bonds?
stocks
What next for these 3 high flying ASX shares?
Wesfarmers, NextDC and WiseTech shares have been flying this year. How do our analysts rate their prospects and valuation?
etfs
Building a 3 ETF portfolio
John Bogle famously advocated a two-fund portfolio of US stocks and bonds. Recently, I tried to create an Australian version of the Bogle portfolio and found that what seems simple can quickly turn complicated.
retirement
How much does it really cost to run an SMSF?
Use our free calculator to compare the cost against an industry or retail super fund
personal-finance
3 of Morningstar's best ideas for income investors
These ASX shares from Morningstar’s recently updated Best Ideas list may be especially appealing for income investors.
personal-finance
Federal budget 2024: Treating the symptoms or making the disease worse?
History provides some perspective on the fine line the government is trying to walk on inflation in the budget.
Market valuation
- Undervalued
- Overvalued
Market movers
Name
|
Last price
|
% Change
|
|---|---|---|
| Sayona Mining Ltd SYA | 0.05 | 0.00% |
| PYC Therapeutics Ltd PYC | 0.10 | 4.76% |
| Pantoro Ltd PNR | 0.09 | 8.02% |
| Imugene Ltd IMU | 0.07 | 2.86% |
| Incitec Pivot Ltd IPL | 2.92 | 3.37% |
| Pilbara Minerals Ltd PLS | 3.98 | 0.13% |
| Red 5 Ltd RED | 0.49 | 3.19% |
| Telstra Group Ltd TLS | 3.72 | 1.23% |
| South32 Ltd S32 | 3.70 | 0.68% |
| Nine Entertainment Co. Holdings Ltd NEC | 1.57 | 0.96% |
Compare Market Indices
Markets
Index
|
Last price
|
% Change
|
|---|---|---|
| All Ordinaries | 8,152.70 | 1.64% |
| CAC 40 | 8,239.99 | 0.17% |
| DAX 40 | 18,869.36 | 0.82% |
| Dow JONES (US) | 39,908.00 | 0.88% |
| FTSE 100 | 8,445.80 | 0.21% |
| HKSE | 19,183.91 | 0.58% |
| NASDAQ | 16,742.39 | 1.40% |
| Nikkei 225 | 38,593.53 | 0.54% |
| NZX 50 Index | 11,679.78 | 1.34% |
| S&P 500 | 5,308.15 | 1.17% |
| S&P/ASX 200 | 7,885.70 | 1.70% |
| SSE Composite Index | 3,130.30 | 0.33% |
Market Reports
Specialists
Shani Jayamanne
James Gruber
Christine Benz
stocks
11 ASX dividend stocks for the next decade
What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
stocks
16 ASX stocks to buy and hold forever
In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
etfs
Morningstar’s verdict on the 3 most popular ETFs
Our analysts’ takes on Australia’s largest ETFs.
retirement
4 steps to calculate how much you need to retire
This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement
The 4% rule explained
The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule.
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.
personal-finance
Introducing our investing course: Foundations of financial independence
An outline of the free course curriculum.
personal-finance
Foundations of financial independence Module 1: How to invest successfully
Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk.
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing
Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
Investing in shares beginner's guide
Investing in shares for the first time? This step-by-step beginner's guide will show you the steps you need to take to invest in the share market.
Exchange Traded Funds (ETFs) Investing Guide
An Exchange Traded Fund is an investment fund that is traded on a stock exchange. This beginners guide will show you the steps to take to invest in ETFs.
Morningstar Guide to Fund Investing
Pooling funds with other investors allows you to access professional managers, who can put your money in hard-to-access asset classes, which in turn may also diversify your risk.
- Woodside Share Price: Is ASX: WDS Undervalued or Overvalued?
- Woolworths Share Price: Is ASX: WOW Undervalued or Overvalued?
- Fortescue Share Price: Is ASX: FMG Undervalued or Overvalued?
- National Australian Bank Share Price: Is ASX: NAB Undervalued or Overvalued?
- Qantas Share Price: Is ASX: QAN Undervalued or Overvalued?
- BHP Share Price: Is ASX: BHP Undervalued or Overvalued?
- Westpac Share Price: Is ASX:WBC Undervalued or Overvalued?
- Rio Tinto Share Price: Is ASX: RIO Undervalued or Overvalued?
- Santos Share Price: Is ASX: STO Undervalued or Overvalued?
Market Reports