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Articles from: 5 traps in using the dividend yield to 5 "don'ts" for SMSFs

5 traps in using the dividend yield

Author: Karl Siegling
Date: 30 Jun 2014

Following our last article, 5 traps in using the PE metric , we are writing on possibly the second most misused ratio within the equities investment community -- the dividend yield

5 top total return stocks

Author: Nicholas Grove
Date: 24 Sep 2013

Over the next five years, Australian-listed regulated utilities are set to offer higher-than-average total returns and a higher starting yield compared to most other income stocks, according to UBS

5 top stocks with yield plus growth

Author: Christine St Anne
Date: 26 Jul 2013

US industrialist John D Rockefeller once said "the greatest pleasure in life was watching dividends come in"

5 tips about portfolio risk

Author: Paul Kaplan
Date: 10 Nov 2015

There are generally two steps to forming a portfolio

5 tips about asset allocation

Author: Larissa Fernand
Date: 14 Apr 2015

All investors must have a sensible asset allocation if they are to get the best out of their savings

5 things to do in a market meltdown

Author: Jason Stipp and Christine St Anne
Date: 27 Aug 2015

"Sea of Red"; "Market Dives"; "China bloodbath"

5 super budget issues to tackle

Author: Christine St Anne
Date: 17 May 2013

Superannuants were certainly getting the jitters earlier this week over fears the Labor government would launch a raid on super

5 steps to protect your retirement

Author: Chris Hogan
Date: 03 Feb 2014

Sequencing risk is the risk of receiving a series of poor investment returns at the wrong time, such as when an investment portfolio balance is at its highest level

5 steps to kickstart your portfolio

Author: Christine Benz
Date: 30 Jan 2015

Many of the basic rules of investing are counterintuitive

5 safe Melbourne Cup day stock bets

Author: Christine St Anne
Date: 04 Nov 2014

The Melbourne Cup -- the race that stops a nation -- takes place today

5 rules SMSF trustees need to know

Author: SUPERCentral
Date: 05 Jul 2016

This deadline relates to trustees having to satisfy the "five collectables" rules in respect of collectables which were purchased before 1 July 2011

5 rules for a smart investment strategy

Author: Larissa Fernand
Date: 02 Dec 2014

1) Avoid cookie-cutter solutions to your asset allocation Once you get the broad principles in place, fine tune it to suit yourself

5 reasons to be upbeat about Aussie stocks

Author: Christine St Anne
Date: 07 Feb 2014

Although caution has typified reporting seasons in recent years, there are still some reasons to be optimistic

5 reasons to be positive on this ASX gaming stock

Author: Nicholas Grove
Date: 21 Mar 2017

In October 2016, 18 of its employees were arrested and detained as part of an anti-corruption crackdown on the gaming industry by the Chinese government

5 predictions for the US economy

Author: Bob Johnson
Date: 14 Jan 2015

1) Growth While our overall economic forecast for 2014 and 2015 GDP are little changed from our third-quarter update, some of the pieces have changed quite dramatically

5 potential bear-case drivers for CBA

Author: Christine St Anne
Date: 27 Jun 2014

Morningstar head of financial services equity research Asia-Pacific, David Ellis, has outlined five potential scenarios that could plunge Commonwealth Bank of Australia's (CBA) share price from its current lofty levels

5 post-US election investing questions answered

Author: Scott Mather/Libby Cantrill
Date: 16 Nov 2016

Cantrill: Trade is one issue where Trump has been vocal for years

5 need-to-know ATO rulings

Author: Christine St Anne
Date: 25 Jul 2014

The Australian Taxation Office (ATO) has issued a number of tax determinations (TDs) over the past six months

5 measures of successful investors

Author: Larissa Fernand
Date: 04 Jun 2015

In a recent presentation organised by the Federal Reserve Bank of Chicago, Morningstar's director of personal finance Christine Benz explained that there are a lot of ways that investors can find success

5 key drivers of quality ETFs

Author: Christine St Anne
Date: 26 Mar 2015

Last year, assets in exchange-traded funds (ETFs) hit a record high, according to Deutsche Asset and Wealth Management head of South-east Asia passive investments Sam Manchanda

5 high-quality Australian stocks

Author: Nicholas Grove
Date: 26 Mar 2014

Bennelong Australian Equity Partners took out the top gong in the Domestic Equities Category at the recent Australian Morningstar Awards 2014

5 golden stock picks revealed

Author: Nicholas Grove
Date: 10 Dec 2014

Investment strategies with Morningstar Analyst Ratings of Gold, Silver, or Bronze carry the prestige of being labelled a "Morningstar Medallist"

5 economies to lose out to tapering

Author: Emma Wall
Date: 13 Nov 2013

Investors have felt the benefit of quantitative easing - the Fed's money-printing policy has helped put money in their pockets

5 developments to monitor in 2016

Author: Michael Collins
Date: 27 Jan 2016

Angela Merkel enters the New Year as the political colossus holding Europe together

5 costly SMSF traps to avoid

Author: Christine St Anne
Date: 20 Aug 2013

There are a plenty of anecdotes regarding self-managed superannuation fund (SMSF) trustees who have been hit by fines for unwittingly misinterpreting the rules

5 concepts to know when analysing stocks

Author: Larissa Fernand
Date: 21 Apr 2015

1) Economic moat A company with a very profitable business is like a castle that is constantly under attack by competitors

5 checklist items for SMSF borrowing

Author: Christine St Anne
Date: 07 Aug 2014

Borrowing in super has come under the spotlight following the release of the Financial System Inquiry's (FSI) interim report

5 blue chips of the future

Author: Nicholas Grove
Date: 09 Dec 2013

In a recent Morningstar article , a number of key contributors to the performance of the NovaPort Smaller Companies Fund [9108] and the investment approach of the managers behind the strategy were examined

5 best stocks from reporting season

Author: Christine St Anne
Date: 14 Mar 2014

The recent reporting season featured its usual mix of positive and negative earnings numbers

5 "don'ts" for SMSFs

Author: Olivia Long
Date: 13 Mar 2014

The fifth annual Morningstar SMSF Trustee Strategy Day will provide practical strategies for avoiding common traps in managing your SMSF

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