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Morningstar Australia - Empowering Investor Success

personal-finance
The greatest investor you’ve never heard of
Jim Simons has achieved breathtaking returns of 62% p.a. over 33 years, a track record like no other, yet he remains little known to the public. Here’s how he’s done it, and the lessons that can be applied to our own investing.
stocks

Lessons on investing in miners

This dominant industry in the ASX holds some unique challenges for investors.
stocks

An ultracheap stock to buy with the best returns on investment

A narrow moat stock with a high ROIC that’s undervalued.
personal-finance

Should I lever up?

The role of borrowing in an investment portfolio, and products that offer it.
stocks

11 ASX stocks offering great value right now

These high-quality companies are our top picks for investors wanting to boost their domestic exposure.
retirement

Miss these tax season dates at your peril

When it comes to super, the best time to get ready for EOFY is now. 
personal-finance

How to generate $100,000 in passive income

Reaching six-figures in passive income is not easy but don’t underestimate the benefit of time in the market. 

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Sayona Mining Ltd SYA 0.04 1.28%
88 Energy Ltd 88E 0.01 0.00%
Lake Resources NL LKE 0.07 1.43%
Zip Co Ltd ZIP 1.39 1.46%
Telstra Group Ltd TLS 3.78 1.05%
Arafura Rare Earths Ltd ARU 0.20 1.25%
Pilbara Minerals Ltd PLS 3.99 1.66%
Paladin Energy Ltd PDN 1.25 0.60%
Liontown Resources Ltd LTR 1.26 2.71%
South32 Ltd S32 3.09 1.59%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 7,926.50 0.02%
CAC 40 8,148.14 -0.20%
DAX 40 17,932.68 -0.02%
Dow JONES (US) 38,790.43 0.20%
FTSE 100 7,722.55 -0.06%
HKSE 16,737.12 0.10%
NASDAQ 16,103.45 0.82%
Nikkei 225 39,554.89 -0.47%
NZX 50 Index 11,743.41 0.13%
S&P 500 5,149.42 0.63%
S&P/ASX 200 7,676.00 0.00%
SSE Composite Index 3,084.93 0.99%
personal-finance

How to set an investment goal

Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?
personal-finance

How to define an investment strategy

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
retirement

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
stocks

11 ASX stocks offering great value right now

These high-quality companies are our top picks for investors wanting to boost their domestic exposure.
stocks

Our 4 top mining picks

Commodity prices supportive, some opportunities available; China’s modest economic growth weighs.
personal-finance

10 top ASX dividend shares

The ASX 200 is a concentrated index with 10 shares providing around 60% of the total index income. Our analysts weigh in on their future dividend prospects.
personal-finance

Introducing our investing course: Foundations of financial independence

An outline of the free course curriculum. 
personal-finance

Foundations of financial independence Module 1: How to invest successfully

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
personal-finance

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.
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Investing in shares beginner's guide
Investing in shares for the first time? This step-by-step beginner's guide will show you the steps you need to take to invest in the share market.
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Exchange Traded Funds (ETFs) Investing Guide
An Exchange Traded Fund is an investment fund that is traded on a stock exchange. This beginners guide will show you the steps to take to invest in ETFs.
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Morningstar Guide to Fund Investing
Pooling funds with other investors allows you to access professional managers, who can put your money in hard-to-access asset classes, which in turn may also diversify your risk.