Morningstar Australia - Empowering Investor Success

stocks
Unconventional wisdom: Are dividends the answers?
As investors toil in complexity the obvious solution may be the right one.
Unconventional wisdom: Are dividends the answers?
Unconventional wisdom: Are dividends the answers?
personal-finance
With markets near record highs, here’s what you should do with your portfolio

With markets near record highs, here’s what you should do with your portfolio

Are you appropriately positioned for what comes next?
personal-finance
How do low cost SMSFs compare?

How do low cost SMSFs compare?

Costs matter a lot to your return outcomes. How do SMSFs compare, and at what balance do they make sense?
personal-finance
The dumbest investment mistake I’ve ever made

The dumbest investment mistake I’ve ever made

It's time for me to open up about my worst ever investment decision. Because it has lessons for all investors.
personal-finance
Morningstar’s best insights from July

Morningstar’s best insights from July

Take a look through what resonated with investors in July
stocks
Trump’s US dollar assault is fuelling CBA’s rise

Trump’s US dollar assault is fuelling CBA’s rise

A recent $1 billion investment in CBA by Texas based fund manager expresses concern for the outlook of the USD.
stocks
Netflix: A business that’s nearly flawless

Netflix: A business that’s nearly flawless

Streaming giant’s stellar results had areas of softness; currency tailwinds drive guidance raise.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,934.30-0.50%
CAC 407,808.92-0.12%
DAX 4024,107.74-0.77%
Dow JONES (US)44,693.91-0.70%
FTSE 1009,097.50-0.45%
HKSE25,388.35-1.09%
NASDAQ21,057.960.18%
Nikkei 22541,456.23-0.88%
NZX 50 Index12,853.460.38%
S&P 5006,363.350.07%
S&P/ASX 2008,666.90-0.49%
SSE Composite Index3,593.66-0.33%
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?