Morningstar Australia - Empowering Investor Success
personal-finance
5 decision making models to help you in investing and in life
Here are the five decision making tools I’ve found most useful when tackling some of life’s big decisions.
personal-finance
4 income investing mistakes
Avoiding these mistakes will increase your chances of success as an income investor.
personal-finance
A nation of landlords and fund managers
Super and housing dwarf every other asset class in Australia, and they’ve both become too big to fail.
stocks
Higher fair value for overvalued ASX tech share
Underlying secular growth stronger than we thought.
personal-finance
Can you solve a year 12 personal finance exercise?
Financial literacy may be lacking in Australia but one group of year 12 students are attempting to solve for a scenario that many Australians face.
retirement
Unconventional wisdom: My new super approach
After months of procrastination I’ve finally made a change to my super.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Vault Minerals Ltd VAU | 0.64 | 3.79% |
| Liontown Resources Ltd LTR | 0.91 | 0.55% |
| Myer Holdings Ltd MYR | 0.46 | 3.19% |
| Pilbara Minerals Ltd PLS | 2.40 | 0.41% |
| Bellevue Gold Ltd BGL | 1.05 | 2.33% |
| South32 Ltd S32 | 2.66 | 2.70% |
| Santos Ltd STO | 6.90 | 2.07% |
| Gold Road Resources Ltd GOR | 3.49 | 0.29% |
| Sigma Healthcare Ltd SIG | 3.00 | 0.99% |
| Ramelius Resources Ltd RMS | 3.60 | 3.49% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,063.40 | 0.38% |
| CAC 40 | 7,785.56 | -0.54% |
| DAX 40 | 23,522.67 | -0.61% |
| Dow JONES (US) | 46,121.28 | -0.37% |
| FTSE 100 | 9,226.72 | -0.26% |
| HKSE | 26,484.68 | -0.13% |
| NASDAQ | 22,497.86 | -0.33% |
| Nikkei 225 | 45,754.93 | 0.27% |
| NZX 50 Index | 13,153.79 | -0.21% |
| S&P 500 | 6,637.97 | -0.28% |
| S&P/ASX 200 | 8,773.00 | 0.40% |
| SSE Composite Index | 3,853.30 | -0.01% |
Specialists
Mark LaMonica, CFA
Joseph Taylor
James Gruber
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?