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Morningstar Australia - Empowering Investor Success

personal-finance
A checklist for valuing a share
Blindly basing investment decisions on target prices can lead to poor outcomes. 
stocks

20 US stocks to buy and hold forever

Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.
personal-finance

What our analysts think of Buffett's forever stocks

Our latest Investing Compass episode disects the stocks and what investors can learn from his shareholder letter. 
personal-finance

The most important decision a CEO can make

Capital allocation decisions are a key contributor to share price performance
personal-finance

The four best ways to learn from investment mistakes

We explore the worlds of chess, music, medicine, and golf to find out the best ways to learn from our mistakes.
personal-finance

Americans can't believe how lucky we are

Our best resources to optimise your superannuation.
personal-finance

Can you retire on dividends?

In a listener requested episode, we explore whether investors can rely solely on dividends to fund their retirement.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Imugene Ltd IMU 0.09 0.00%
The Star Entertainment Group Ltd SGR 0.42 0.00%
Red 5 Ltd RED 0.43 2.30%
Beach Energy Ltd BPT 1.60 0.31%
Telstra Group Ltd TLS 3.69 0.27%
Zip Co Ltd ZIP 1.22 3.83%
Sayona Mining Ltd SYA 0.03 0.00%
South32 Ltd S32 3.32 1.48%
BWP Trust BWP 3.52 0.00%
Base Resources Ltd BSE 0.23 4.26%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 7,937.90 0.45%
CAC 40 8,082.54 0.52%
DAX 40 18,055.30 1.09%
Dow JONES (US) 38,239.98 0.67%
FTSE 100 8,035.32 0.14%
HKSE 16,828.93 1.92%
NASDAQ 15,451.30 1.11%
Nikkei 225 37,552.16 0.30%
NZX 50 Index 11,803.28 -0.42%
S&P 500 5,010.60 0.00%
S&P/ASX 200 7,683.50 0.45%
SSE Composite Index 3,021.98 -0.74%
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.