Morningstar Australia - Empowering Investor Success
personal-finance
Future Focus: Market returns are secondary to this return driver
Want to be a successful investor? You’re focusing on the wrong thing.
stocks
Two cheap ASX lithium miners to benefit from recovery
We forecast a recovery in lithium prices by the end of 2026 as demand continues to increase.
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.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Pilbara Minerals Ltd PLS | 1.35 | 12.50% |
| Sayona Mining Ltd SYA | 0.02 | 6.25% |
| Vault Minerals Ltd VAU | 0.45 | 3.23% |
| Coronado Global Resources Inc CRN | 0.17 | 13.79% |
| Imugene Ltd IMU | 0.02 | 0.00% |
| Botanix Pharmaceuticals Ltd BOT | 0.32 | 1.59% |
| The Star Entertainment Group Ltd SGR | 0.12 | 9.09% |
| Telstra Group Ltd TLS | 4.85 | 0.21% |
| Sigma Healthcare Ltd SIG | 3.11 | 0.32% |
| Droneshield Ltd DRO | 1.63 | 3.49% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,768.60 | -0.02% |
| CAC 40 | 7,816.93 | 0.16% |
| DAX 40 | 24,292.59 | 0.07% |
| Dow JONES (US) | 42,427.74 | -0.22% |
| FTSE 100 | 8,806.10 | 0.05% |
| HKSE | 23,869.30 | 0.91% |
| NASDAQ | 19,460.49 | 0.32% |
| Nikkei 225 | 37,554.49 | -0.51% |
| NZX 50 Index | 12,577.15 | 0.66% |
| S&P 500 | 5,970.81 | 0.01% |
| S&P/ASX 200 | 8,538.90 | -0.03% |
| SSE Composite Index | 3,384.10 | 0.23% |
Specialists
James Gruber
Simonelle Mody
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?