Morningstar Australia - Empowering Investor Success
personal-finance
Future Focus: Financial advisers improve returns by 3% - here’s how to do it yourself.
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
stocks
Stock showdown: Does Sigma Healthcare deserve a similar market value to Woolies?
Sigma’s merger with Chemist Warehouse has brought one of Australia’s best retail businesses to the public.
personal-finance
Will young Australians be better off than their parents?
For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards. A new report assesses whether this time may be different.
personal-finance
Bookworm: An essential quality of conservative investments from Phil Fisher
Phil Fisher forged a stellar record and is cited by Warren Buffett as a key influence. He liked companies to have this quality.
stocks
Bolt-on acquisition adds capabilities for undervalued ASX share
Shares are trading at a 61% discount to our fair value.
etfs
Unconventional wisdom: My ETF choice for Aussie equity exposure
Running through my rationale for picking this ETF.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Sayona Mining Ltd SYA | 0.02 | 13.33% |
| Sigma Healthcare Ltd SIG | 2.99 | 0.67% |
| G8 Education Ltd GEM | 1.08 | 4.44% |
| Vault Minerals Ltd VAU | 0.42 | 0.00% |
| South32 Ltd S32 | 3.12 | 5.05% |
| Pilbara Minerals Ltd PLS | 1.37 | 1.11% |
| Telstra Group Ltd TLS | 4.89 | 1.03% |
| Zip Co Ltd ZIP | 3.04 | 5.30% |
| Droneshield Ltd DRO | 2.46 | 3.91% |
| Adriatic Metals PLC ADT | 5.75 | 0.86% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,828.70 | 0.65% |
| CAC 40 | 7,735.20 | 0.95% |
| DAX 40 | 23,746.46 | 0.31% |
| Dow JONES (US) | 44,494.94 | 0.91% |
| FTSE 100 | 8,804.80 | 0.22% |
| HKSE | 24,221.41 | 0.62% |
| NASDAQ | 20,202.89 | -0.82% |
| Nikkei 225 | 39,762.48 | -0.56% |
| NZX 50 Index | 12,784.29 | 0.39% |
| S&P 500 | 6,198.01 | -0.11% |
| S&P/ASX 200 | 8,597.70 | 0.66% |
| SSE Composite Index | 3,454.79 | -0.09% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
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?