Morningstar Australia - Empowering Investor Success
personal-finance
Future Focus: Are you making the right decision saving for a home?
How to weigh up whether the biggest financial commitment you will likely make is right for you.
stocks
Ask the analyst: Can this genius product create the next ASX software king?
Siteminder’s newly released product for hotel owners and travel agents could widen its moat and see revenue accelerate further.
retirement
Two charts to explain the trade-offs in retirement planning
Investors may need a shift in mindset as retirement approaches but there are ways to structure a portfolio to improve retirement outcomes.
stocks
Acquisition a sign of weakness for overvalued ASX share
Acquisition unlikely to improve prospects in the US and detracts from other opportunities.
personal-finance
The tax code is signalling how to build wealth
Not all income is built equal and it's important to understand the difference sooner rather than later.
retirement
How much do you need to save for retirement?
It is a simple question with an answer we probably don't want to hear.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Santos Ltd STO | 6.76 | 11.63% |
| Metro Mining Ltd MMI | 0.09 | 2.13% |
| Vault Minerals Ltd VAU | 0.66 | 1.54% |
| Lotus Resources Ltd LOT | 0.20 | 9.46% |
| Pilbara Minerals Ltd PLS | 2.33 | 3.10% |
| GQG Partners Inc GQG | 1.67 | 1.18% |
| Northern Minerals Ltd NTU | 0.04 | 5.13% |
| Liontown Resources Ltd LTR | 0.93 | 3.06% |
| Qoria Ltd QOR | 0.63 | 2.46% |
| Boss Energy Ltd BOE | 2.01 | 5.80% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,062.70 | -0.66% |
| CAC 40 | 7,786.98 | -0.40% |
| DAX 40 | 23,359.18 | 0.13% |
| Dow JONES (US) | 46,018.32 | 0.57% |
| FTSE 100 | 9,208.37 | 0.14% |
| HKSE | 26,851.03 | 1.56% |
| NASDAQ | 22,261.33 | -0.33% |
| Nikkei 225 | 45,277.43 | 0.84% |
| NZX 50 Index | 13,132.39 | -0.77% |
| S&P 500 | 6,600.35 | -0.10% |
| S&P/ASX 200 | 8,780.30 | -0.77% |
| SSE Composite Index | 3,885.81 | 0.24% |
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?