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Morningstar Australia - Empowering Investor Success

stocks
A 15 step checklist from Buffett's forgotten inspiration
Phil Fisher achieved remarkable stock market returns by holding high quality growth companies for long periods of time. Here's how he found them.
stocks

Our only wide moat ASX miner is finally looking to expand

Is the proposed deal a winner for shareholders?
personal-finance

The biggest beneficiaries of the generational wealth transfer

Women will be the biggest beneficiaries of Australia’s $3.5 trillion intergenerational wealth transfer. How they invest will shape markets and the wealth management industry in the coming decade
personal-finance

Should you only invest in shares?

Shares have higher long-term returns and some investors don’t think there is a point in investing in bonds.  For some investors this may make sense but there are some caveats. 
personal-finance

This week’s best investing insights

Stay up to date with our best investment opportunities and insights on investing.
personal-finance

Why are there no ASX dividend aristocrats?

The implications of investing in a market when no Australian companies meet the definition of a dividend aristocrat.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Peninsula Energy Ltd PEN 0.11 0.00%
Pilbara Minerals Ltd PLS 3.14 3.09%
Red 5 Ltd RED 0.46 2.25%
Core Lithium Ltd CXO 0.09 5.43%
Sayona Mining Ltd SYA 0.04 2.78%
Bellevue Gold Ltd BGL 1.88 0.80%
Telstra Group Ltd TLS 3.55 1.43%
South32 Ltd S32 3.62 1.09%
Tabcorp Holdings Ltd TAH 0.66 0.76%
Imugene Ltd IMU 0.06 0.00%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 7,943.60 -0.39%
CAC 40 7,521.98 0.25%
DAX 40 18,049.88 0.27%
Dow JONES (US) 38,589.16 -0.15%
FTSE 100 8,148.72 0.02%
HKSE 17,936.12 -0.03%
NASDAQ 17,688.88 0.12%
Nikkei 225 38,102.44 -1.83%
NZX 50 Index 11,698.51 -1.40%
S&P 500 5,431.60 -0.04%
S&P/ASX 200 7,700.30 -0.31%
SSE Composite Index 3,015.89 -0.55%
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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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.