Morningstar Australia - Empowering Investor Success

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.
Future Focus: A better way to use financial advisers' favourite investment strategy
Future Focus: A better way to use financial advisers' favourite investment strategy
stocks
Ask the analyst: Is the market underestimating Bapcor?

Ask the analyst: Is the market underestimating Bapcor?

This moated ASX company's shares are in a prolonged slump. I quizzed our analyst Angus Hewitt on its management, the potential impact of EVs, and more.
stocks
Competition impacting ASX market darling

Competition impacting ASX market darling

Shares tumble after results.
personal-finance
The key to being happy with your finances

The key to being happy with your finances

New research from Morningstar’s behavioural research team looks into how to really achieve financial wellness.
personal-finance
Insuring yourself against worst case scenarios

Insuring yourself against worst case scenarios

This week's episode of Investing Compass looks at how to optimise how investors protect themselves.
personal-finance
Bookworm: A timely reminder of what can drive a market reversal

Bookworm: A timely reminder of what can drive a market reversal

David Dreman sought to beat the market by going against the crowd. The mechanisms behind that could explain Nvidia's recent fall.
stocks
Is our ASX best idea still attractive after shares surge?

Is our ASX best idea still attractive after shares surge?

Shares rose over 21% following the results. 

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,799.600.55%
CAC 408,028.900.28%
DAX 4022,037.830.58%
Dow JONES (US)44,593.650.28%
FTSE 1008,777.390.11%
HKSE21,677.731.80%
NASDAQ19,643.86-0.36%
Nikkei 22538,963.700.42%
NZX 50 Index12,913.95-0.03%
S&P 5006,068.500.03%
S&P/ASX 2008,535.300.60%
SSE Composite Index3,325.780.23%
personal-finance
Future Focus: Why I won't commit to an SMSF

Future Focus: Why I won't commit to an SMSF

SMSFs require a lot of commitment. I'm not quite there.
etfs
Future Focus: Read this before you pick an ETF

Future Focus: Read this before you pick an ETF

I run through the considerations for picking an ETF for your portfolio. 
personal-finance
Future Focus: Every Aussie deserves a fair go with super

Future Focus: Every Aussie deserves a fair go with super

I explore places where our system is failing some Aussies as it relates to super tax policy.
personal-finance
Unconventional wisdom: Don’t play Russian Roulette with your finances

Unconventional wisdom: Don’t play Russian Roulette with your finances

Resilience is an underappreciated quality in a portfolio and life.
personal-finance
Unconventional wisdom: 3 things you won't find in my portfolio

Unconventional wisdom: 3 things you won't find in my portfolio

What we choose not to buy may be the most important financial decision we make. 
personal-finance
Unconventional wisdom: A simple way to better returns

Unconventional wisdom: A simple way to better returns

What can the mating rituals of the Bowerbird teach us about investing.
personal-finance
Bookworm: How a huge ASX winner upset the odds

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?

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

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?