Morningstar Australia - Empowering Investor Success
personal-finance
Young & Invested: Should you withdraw your super for a house deposit?
Withdrawing your super for a house? Here’s what you should consider first.
stocks
3 ‘buy the dip’ candidates with wide moats
Does recent share price weakness spell opportunity in these three high quality companies?
personal-finance
Tax implications when investing in overseas shares and ETFs
A significant factor that determines an investor’s total return outcome is tax. We outline some general rules for how tax may work with foreign investments.
personal-finance
3 lessons to incorporate into your investment approach
Insights from academic research with a real-world filter.
stocks
Going into earnings, is Amazon stock a buy, a sell, or fairly valued?
Watching tariff impact, capex trends, and margin improvements, here’s what we think of Amazon stock.
personal-finance
9 investing lessons I’ve learned from owning a business
In 2016, I took the plunge: buying a 51-room motel in south-west Sydney. Since then, I've ridden the highs as well as the lowest of lows, and through it all I've learned important investing lessons from being at the coal face of a small business.
stocks
This cheap ASX miner can weather the storm in lithium
We cut our near-term forecast for lithium prices but remain optimistic regarding a longer-term recovery. This moated player looks well placed to benefit.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Sayona Mining Ltd SYA | 0.02 | 5.56% |
| Telstra Group Ltd TLS | 4.44 | 0.45% |
| South32 Ltd S32 | 2.71 | 2.26% |
| Lotus Resources Ltd LOT | 0.17 | 13.33% |
| Evolution Mining Ltd EVN | 7.99 | 1.14% |
| Pilbara Minerals Ltd PLS | 1.49 | 1.71% |
| Sigma Healthcare Ltd SIG | 3.01 | 1.95% |
| Stanmore Resources Ltd SMR | 1.91 | 3.80% |
| Cettire Ltd CTT | 0.48 | 4.04% |
| Zip Co Ltd ZIP | 1.68 | 6.35% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,175.10 | 0.61% |
| CAC 40 | 7,456.28 | -0.35% |
| DAX 40 | 21,871.97 | -0.41% |
| Dow JONES (US) | 39,606.57 | 1.07% |
| FTSE 100 | 8,387.21 | -0.19% |
| HKSE | 21,909.76 | -0.74% |
| NASDAQ | 16,708.05 | 2.50% |
| Nikkei 225 | 35,039.15 | 0.49% |
| NZX 50 Index | 12,017.84 | 0.51% |
| S&P 500 | 5,375.86 | 0.00% |
| S&P/ASX 200 | 7,968.20 | 0.60% |
| SSE Composite Index | 3,297.29 | 0.03% |
Specialists
Shani Jayamanne
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: How a huge ASX winner upset the odds
Hamilton Helmer's 7 Powers help us understand an ASX star's unlikely rise to dominance.
personal-finance
Bookworm: Should this method have scored me a 30 bagger?
Richard Koch's Star Principle offers a simple way to find high potential companies.
personal-finance
Bookworm: Legendary fundie exposes mistake in my portfolio
Anthony Bolton delivered incredible long-term returns for investors in the Fidelity Special Situations Fund. What can we learn from his approach?