Morningstar Australia - Empowering Investor Success

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. .
Unconventional wisdom: Three ways we have it better than professional investors
Unconventional wisdom: Three ways we have it better than professional investors
markets
Four key trends shaping portfolios

Four key trends shaping portfolios

Zoom out and there are four clear trends that will last for a decade or more.
personal-finance
Young & Invested: Should beginners invest in small caps?

Young & Invested: Should beginners invest in small caps?

Hidden gems or rookie risk?
personal-finance
Future Focus: One of the most generous tax breaks in Australia 

Future Focus: One of the most generous tax breaks in Australia 

But only if people owning a home get it right.
personal-finance
Can ChatGPT be a source of investing wisdom and advice?

Can ChatGPT be a source of investing wisdom and advice?

I asked the popular AI chat bot to create me an All Star investment committee. The results were strange.
stocks
ASX kingmaker stock upgraded to Wide Moat rating

ASX kingmaker stock upgraded to Wide Moat rating

WiseTech’s competitive position is incredibly strong and looks set to underpin formidable sales growth for the foreseeable future.
retirement
The ultimate EOFY superannuation checklist for 2025

The ultimate EOFY superannuation checklist for 2025

27 important issues you should address before June 30 to ensure that your SMSF or other super fund are in order, and that you are making the most of the strategies available.

Market valuation

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Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,660.300.26%
CAC 407,773.93-0.07%
DAX 4024,051.200.49%
Dow JONES (US)42,215.730.28%
FTSE 1008,745.930.34%
HKSE23,289.77-1.20%
NASDAQ19,175.870.39%
Nikkei 22537,965.10-1.22%
NZX 50 Index12,418.891.12%
S&P 5005,912.170.40%
S&P/ASX 2008,434.700.30%
SSE Composite Index3,347.49-0.47%
personal-finance
Future Focus: What are you giving up by sending your kids to private school?

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.

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

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

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?

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

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

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

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

Bookworm: An investing lesson from the world’s second richest man

When it comes to stocks, are you an owner or a renter?