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 |
|---|---|---|
| Resolute Mining Ltd RSG | 0.64 | 4.92% |
| Sayona Mining Ltd SYA | 0.02 | 0.00% |
| Predictive Discovery Ltd PDI | 0.39 | 0.00% |
| Telstra Group Ltd TLS | 4.84 | 0.00% |
| Pilbara Minerals Ltd PLS | 1.36 | 1.50% |
| Droneshield Ltd DRO | 2.56 | 12.28% |
| Vault Minerals Ltd VAU | 0.42 | 0.00% |
| Sigma Healthcare Ltd SIG | 2.97 | 0.67% |
| South32 Ltd S32 | 2.97 | 2.06% |
| Zip Co Ltd ZIP | 3.21 | 4.56% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,772.00 | -0.01% |
| CAC 40 | 7,662.59 | -0.04% |
| DAX 40 | 23,717.41 | -0.80% |
| Dow JONES (US) | 44,483.94 | 0.88% |
| FTSE 100 | 8,785.33 | 0.28% |
| HKSE | 24,072.28 | -0.87% |
| NASDAQ | 20,157.77 | -1.04% |
| Nikkei 225 | 39,986.33 | -1.24% |
| NZX 50 Index | 12,734.53 | 1.05% |
| S&P 500 | 6,186.68 | -0.29% |
| S&P/ASX 200 | 8,541.10 | -0.01% |
| SSE Composite Index | 3,444.43 | 0.59% |
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?
'%3e%3cpath%20style='fill:none;stroke:%235e5e5e'%20d='M%2060,60%20H%2012%20V%2012%20H%2060%20Z%20M%2047.347,19.007%20c%20-6.228,6.057%20-16.326,6.057%20-22.555,0%20m%207.416,11.589%20h%204.325%20v%2017.302%20m%204.325,-0.769%20c%203.413,-3.319%208.947,-3.319%2012.36,0%20m%20-21.01,0%20c%20-3.413,-3.319%20-8.946,-3.319%20-12.359,0'/%3e%3c/g%3e%3c/svg%3e)