Morningstar Australia - Empowering Investor Success
personal-finance
Unconventional wisdom: Five ASX candidates for a mean reversion strategy
A sensible way to pursue a mean reversion strategy.
personal-finance
9 winning investment strategies
There are many ways to invest in stocks, but some strategies are more effective than others.
etfs
Mark to market: Dividends and the issuance and redemption of ETFs
Mark answers a reader question about the mechanics of ETFs.
personal-finance
Future Focus: Advisers are investing in droves in this product
What’s so special about SMAs?
personal-finance
Bookworm: Are investors making the same mistake as many golfers?
Even if we truly want to get better at what we are doing, it is easy to focus on the wrong things.
markets
The 60/40 portfolio: A 150-year markets stress test
It took the worst bond market in history to make investing in a 60/40 more painful during a market crash than holding all equities.
personal-finance
The ATO has released a super health check – here’s what I would have told you instead
The ATO recently came out with a ‘super health check’. Here’s what I would’ve put into it.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Pilbara Minerals Ltd PLS | 1.71 | 8.57% |
| Sayona Mining Ltd SYA | 0.02 | 15.79% |
| FBR Ltd FBR | 0.01 | 0.00% |
| South32 Ltd S32 | 2.89 | 1.40% |
| Vault Minerals Ltd VAU | 0.40 | 0.00% |
| Mesoblast Ltd MSB | 2.41 | 34.64% |
| Syrah Resources Ltd SYR | 0.37 | 25.86% |
| Zip Co Ltd ZIP | 3.05 | 7.77% |
| Droneshield Ltd DRO | 3.43 | 2.28% |
| Liontown Resources Ltd LTR | 0.93 | 10.12% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,006.80 | 1.30% |
| CAC 40 | 7,870.63 | 0.62% |
| DAX 40 | 24,465.09 | 0.39% |
| Dow JONES (US) | 44,484.49 | 0.52% |
| FTSE 100 | 8,990.92 | 0.20% |
| HKSE | 24,825.66 | 1.33% |
| NASDAQ | 20,885.65 | 0.75% |
| Nikkei 225 | 39,819.11 | -0.21% |
| NZX 50 Index | 12,880.40 | -0.19% |
| S&P 500 | 6,297.36 | 0.54% |
| S&P/ASX 200 | 8,757.20 | 1.37% |
| SSE Composite Index | 3,534.48 | 0.50% |
Specialists
Mark LaMonica, CFA
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?