Morningstar Australia - Empowering Investor Success
etfs
Building a 3 ETF portfolio
John Bogle famously advocated a two-fund portfolio of US stocks and bonds. Recently, I tried to create an Australian version of the Bogle portfolio and found that what seems simple can quickly turn complicated.
stocks
The ASX healthcare player soaring to all-time highs
The steep market reaction comes after a recent announcement by the ACCC
stocks
Ask the analyst: How long is WiseTech's growth runway?
Roy Van Keulen answers my question on how big a growth opportunity remains for the ASX's biggest technology company.
personal-finance
How to spend more in retirement
In this excerpt from her new book ‘How to Retire,’ Christine Benz discusses retirement spending with financial planner and retirement researcher Jonathan Guyton.
funds
Chart of the week: What's in a name? Balanced funds appear anything but balanced
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
personal-finance
This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Sayona Mining Ltd SYA | 0.03 | 3.13% |
| Sigma Healthcare Ltd SIG | 2.04 | 0.97% |
| Pilbara Minerals Ltd PLS | 3.05 | 3.17% |
| Silver Mines Ltd SVL | 0.10 | 11.11% |
| The Star Entertainment Group Ltd SGR | 0.27 | 1.92% |
| Liontown Resources Ltd LTR | 0.74 | 3.90% |
| Mesoblast Ltd MSB | 1.49 | 10.37% |
| AMP Ltd AMP | 1.32 | 0.38% |
| Telstra Group Ltd TLS | 3.86 | 0.52% |
| Meteoric Resources NL MEI | 0.10 | 4.76% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,416.60 | -0.68% |
| CAC 40 | 7,541.36 | 0.85% |
| DAX 40 | 19,120.93 | 0.55% |
| Dow JONES (US) | 42,352.75 | 0.81% |
| FTSE 100 | 8,280.63 | -0.02% |
| HKSE | 22,736.87 | 2.82% |
| NASDAQ | 18,137.85 | 1.22% |
| Nikkei 225 | 38,635.62 | 0.22% |
| NZX 50 Index | 12,619.94 | 0.38% |
| S&P 500 | 5,751.07 | 0.90% |
| S&P/ASX 200 | 8,150.00 | -0.67% |
| SSE Composite Index | 3,336.50 | 8.06% |
Specialists
Mark Lamonica
Shani Jayamanne
James Gruber
stocks
11 ASX dividend stocks for the next decade
What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
stocks
16 ASX stocks to buy and hold forever
In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
etfs
Morningstar’s verdict on the 3 most popular ETFs
Our analysts’ takes on Australia’s largest ETFs.
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.
retirement
The 4% rule explained
The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule.
retirement
The three elements of a successful transition to retirement
Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine.
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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