Morningstar Australia - Empowering Investor Success
etfs
Aussie investors sour on this ETF
Investors retreat despite positive market sentiment for the asset class.
personal-finance
3 steps to save money when you’re tempted to spend
How to stick to your savings goals for the long term.
personal-finance
Boosting investment income with a covered call strategy
How to execute a covered call strategy and when it makes sense.
personal-finance
Dollar cost averaging vs lump sum investing
What is the meaning of life? Am I a cat person or a dog person? We try to answer an easier age-old question – dollar cost averaging vs lump sum investing.
personal-finance
Future Focus: Don’t believe in ESG? There are reasons why you should.
Are you willing to put your money where your mouth is?
retirement
The huge cost of super tax concessions
The current net annual cost of superannuation tax subsidies is around $40 billion, growing to more than $110 billion by 2060. These subsidies have always been bad policy, representing a waste of taxpayers’ money.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Pilbara Minerals Ltd PLS | 1.43 | 5.56% |
| Zip Co Ltd ZIP | 2.69 | 15.45% |
| The Star Entertainment Group Ltd SGR | 0.13 | 8.33% |
| Sayona Mining Ltd SYA | 0.02 | 0.00% |
| Vault Minerals Ltd VAU | 0.42 | 1.19% |
| Telstra Group Ltd TLS | 4.85 | 0.00% |
| Monash IVF Group Ltd MVF | 0.61 | 11.01% |
| Core Lithium Ltd CXO | 0.09 | 2.25% |
| Sigma Healthcare Ltd SIG | 3.15 | 0.00% |
| Vicinity Centres VCX | 2.54 | 2.42% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,819.60 | 0.08% |
| CAC 40 | 7,804.33 | 0.17% |
| DAX 40 | 23,987.56 | -0.77% |
| Dow JONES (US) | 42,866.87 | 0.25% |
| FTSE 100 | 8,853.08 | 0.24% |
| HKSE | 24,429.23 | 1.10% |
| NASDAQ | 19,714.99 | 0.63% |
| Nikkei 225 | 38,380.38 | 0.44% |
| NZX 50 Index | 12,605.93 | 0.33% |
| S&P 500 | 6,038.81 | 0.55% |
| S&P/ASX 200 | 8,592.10 | 0.06% |
| SSE Composite Index | 3,405.38 | 0.61% |
Specialists
Mark LaMonica, CFA
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?