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.
etfs
Is this the best emerging market ETF on the ASX?
An alternative approach to the emerging market space.
personal-finance
Lower returns ahead: Is the 60/40 portfolio dead?
In this episode of Investing Compass, Mark and Shani talk Blackrock’s view that the 60/40 portfolio is dead.
personal-finance
How I’m thinking about investing for my child
Even a small amount each month can give your kids a meaningful financial headstart.
personal-finance
Lessons from the rule of 72
A quick take on how the rule of 72 helps investors understand the pathway to building wealth.
stocks
Our three most overvalued ASX shares
These three companies are trading at a significant premium to our fair value.
personal-finance
Unconventional wisdom: Three underappreciated benefits of cash
Morgan Housel’s new book has got me thinking.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Dalrymple Bay Infrastructure Ltd DBI | 4.07 | 6.44% |
| Pilbara Minerals Ltd PLS | 2.07 | 13.96% |
| Liontown Resources Ltd LTR | 0.82 | 13.68% |
| Ridley Corp Ltd RIC | 3.10 | 0.64% |
| Vault Minerals Ltd VAU | 0.63 | 0.00% |
| Arafura Rare Earths Ltd ARU | 0.18 | 5.26% |
| 4DMedical Ltd 4DX | 1.63 | 2.69% |
| Bellevue Gold Ltd BGL | 0.88 | 4.35% |
| HomeCo Daily Needs REIT HDN | 1.36 | 0.18% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,084.30 | 0.20% |
| CAC 40 | 7,749.39 | 0.19% |
| DAX 40 | 23,718.45 | -0.37% |
| Dow JONES (US) | 45,711.34 | 0.43% |
| FTSE 100 | 9,242.53 | 0.23% |
| HKSE | 26,071.46 | 0.51% |
| NASDAQ | 21,879.49 | 0.37% |
| Nikkei 225 | 43,572.91 | 0.26% |
| NZX 50 Index | 13,277.15 | 0.18% |
| S&P 500 | 6,512.61 | 0.27% |
| S&P/ASX 200 | 8,815.80 | 0.29% |
| SSE Composite Index | 3,812.40 | 0.13% |
Specialists
Mark LaMonica, CFA
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?