Morningstar Australia - Empowering Investor Success
personal-finance
The perfect portfolio for the next decade
I examine the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
personal-finance
Negative gearing: is it a tax concession?
Negative gearing allows investors to deduct rental property expenses, including interest, from taxable income, but its tax concession status is debatable. The real issue lies in the favorable tax treatment of capital gains.
retirement
Answering your questions about retirement
The Morningstar community has the following questions about planning for retirement. Here are my thoughts.
personal-finance
Can you retire on dividends?
Living off of investment income addresses key risks faced by retirees. However, it introduces several considerations for investors who pursue this strategy.
personal-finance
Future Focus: Why I won't commit to an SMSF
SMSFs require a lot of commitment. I'm not quite there.
personal-finance
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.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Sayona Mining Ltd SYA | 0.02 | 0.00% |
| Latin Resources Ltd LRS | 0.17 | 2.94% |
| Pilbara Minerals Ltd PLS | 2.41 | 1.23% |
| BrainChip Holdings Ltd BRN | 0.39 | 14.93% |
| The Star Entertainment Group Ltd SGR | 0.12 | 4.17% |
| Liontown Resources Ltd LTR | 0.71 | 0.00% |
| Northern Minerals Ltd NTU | 0.02 | 7.32% |
| Mirvac Group MGR | 1.96 | 1.26% |
| Sigma Healthcare Ltd SIG | 2.64 | 5.04% |
| Pantoro Ltd PNR | 0.10 | 0.00% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,680.50 | 0.32% |
| CAC 40 | 7,837.40 | 0.86% |
| DAX 40 | 21,254.27 | 1.01% |
| Dow JONES (US) | 44,156.73 | 0.30% |
| FTSE 100 | 8,545.13 | -0.04% |
| HKSE | 19,778.77 | -1.63% |
| NASDAQ | 20,009.34 | 1.28% |
| Nikkei 225 | 39,646.25 | 1.58% |
| NZX 50 Index | 13,054.23 | 0.13% |
| S&P 500 | 6,086.37 | 0.61% |
| S&P/ASX 200 | 8,429.80 | 0.33% |
| SSE Composite Index | 3,213.62 | -0.89% |
Specialists
Shani Jayamanne
Joseph Taylor
James Gruber
Simonelle Mody
personal-finance
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
I run through the considerations for picking an ETF for your portfolio.
personal-finance
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: 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: 3 tips to keep your financial New Year's resolutions
Most resolutions fail...here is how to keep yours.
personal-finance
Unconventional wisdom: A simple way to better returns
What can the mating rituals of the Bowerbird teach us about investing.
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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