Morningstar Australia - Empowering Investor Success
personal-finance
Bookworm: How to avoid falling for a mistaken moat
One of the most popular investing books ever taught us to investigate hot products as potential investments. Another preaches caution while doing so.
stocks
New ASX share added to our best ideas list
This wide moat share is trading at a 17% discount to our fair value.
stocks
Unconventional wisdom: Three ways we have it better than professional investors
Individual investors have all the advantages over the professionals but too many of us squander them. .
stocks
Humbling year for undervalued ASX listed share
Disappointing results but well-telegraphed fiscal 2025.
markets
Four key trends shaping portfolios
Zoom out and there are four clear trends that will last for a decade or more.
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Vault Minerals Ltd VAU | 0.46 | 0.55% |
| Pilbara Minerals Ltd PLS | 1.10 | 3.73% |
| IDP Education Ltd IEL | 4.41 | 40.96% |
| Core Lithium Ltd CXO | 0.08 | 2.50% |
| Droneshield Ltd DRO | 1.37 | 7.03% |
| Titomic Ltd TTT | 0.31 | 3.33% |
| South32 Ltd S32 | 2.95 | 0.17% |
| Silver Mines Ltd SVL | 0.11 | 6.06% |
| Imugene Ltd IMU | 0.01 | 3.33% |
| Bellevue Gold Ltd BGL | 0.97 | 3.19% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,666.40 | 0.33% |
| CAC 40 | 7,737.20 | -0.19% |
| DAX 40 | 23,930.67 | -0.28% |
| Dow JONES (US) | 42,305.48 | 0.08% |
| FTSE 100 | 8,774.26 | 0.02% |
| HKSE | 23,409.24 | 1.09% |
| NASDAQ | 19,242.61 | 0.67% |
| Nikkei 225 | 37,565.84 | 0.25% |
| NZX 50 Index | 12,386.32 | -0.26% |
| S&P 500 | 5,935.94 | 0.41% |
| S&P/ASX 200 | 8,441.50 | 0.33% |
| SSE Composite Index | 3,351.27 | 0.11% |
Specialists
Joseph Taylor
personal-finance
Future Focus: What are you giving up by sending your kids to private school?
A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
personal-finance
Future Focus: Buying a home out of reach? Try these financial goals instead.
A framework to understand what you want from life and therefore your finances.
personal-finance
Future Focus: A better way to use financial advisers' favourite investment strategy
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement.
personal-finance
Unconventional wisdom: Are passive ETFs leading to lower returns?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
Unconventional wisdom: A controversial income pick
Rigid definitions of income and growth shares may be holding investors back.
personal-finance
Bookworm: Lessons from Buffett’s behaviour in a long bear market
Equity indices don’t often fall for several years in a row. Here is what Buffett did last time it happened.
personal-finance
Bookworm: This ASX name meets many of Terry Smith’s criteria
Terry Smith is perhaps Britain’s best-known investor. How does he define a quality business?
personal-finance
Bookworm: An investing lesson from the world’s second richest man
When it comes to stocks, are you an owner or a renter?