Morningstar Australia - Empowering Investor Success

stocks
Bookworm: Is this the secret to exceptional long-term returns?
Acceptance may be an investor’s best friend.
Bookworm: Is this the secret to exceptional long-term returns?
Bookworm: Is this the secret to exceptional long-term returns?
stocks
Undervalued ASX share showing progress in global efforts

Undervalued ASX share showing progress in global efforts

More clarity on the path forward in the UK.
markets
Headline Fatigue: Does the stock market care about tariffs anymore?

Headline Fatigue: Does the stock market care about tariffs anymore?

Stocks are shrugging off bad news. Some analysts warn against complacency.
personal-finance
Buffett’s most misunderstood quote

Buffett’s most misunderstood quote

My biggest investing mistake is encapsulated in a Buffett quote that many investors take too literally.
personal-finance
How I invest now versus when I was a fund manager

How I invest now versus when I was a fund manager

The freedom to invest however I want comes with several trade-offs.
stocks
Unconventional wisdom: Are dividends the answers?

Unconventional wisdom: Are dividends the answers?

As investors toil in complexity the obvious solution may be the right one.
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?

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,953.100.21%
CAC 407,834.580.21%
DAX 4024,217.50-0.32%
Dow JONES (US)44,901.920.47%
FTSE 1009,120.31-0.20%
HKSE25,490.450.40%
NASDAQ21,108.320.24%
Nikkei 22541,054.84-0.97%
NZX 50 Index12,895.760.33%
S&P 5006,388.640.40%
S&P/ASX 2008,689.500.26%
SSE Composite Index3,587.69-0.17%
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?