Morningstar Australia - Empowering Investor Success

personal-finance
Young & Invested: Can this investing strategy help you beat the market?
Here’s what you need to know about the core-satellite approach to portfolio construction.
Young & Invested: Can this investing strategy help you beat the market?
Young & Invested: Can this investing strategy help you beat the market?
stocks
Avoid these overvalued ASX shares

Avoid these overvalued ASX shares

The two shares with the highest price to fair value in our Australian coverage.
personal-finance
Are you prepared if your income stops tomorrow?

Are you prepared if your income stops tomorrow?

This Investing Compass episode explores Shani’s plan if her income stopped tomorrow.
stocks
Going into earnings, is Microsoft stock a buy, a sell, or fairly valued?

Going into earnings, is Microsoft stock a buy, a sell, or fairly valued?

Watching AI monetization, capex’s impact on margins, and guidance on Azure.
stocks
Ahead of earnings, is Alphabet stock a buy, a sell, or fairly valued?

Ahead of earnings, is Alphabet stock a buy, a sell, or fairly valued?

From Google Cloud to Gemini user retention, here’s what we expect from Alphabet’s earnings report.
stocks
Lithium’s latest drop and what it means for ASX investors

Lithium’s latest drop and what it means for ASX investors

Volatility returns to the lithium market.
personal-finance
5 things professional investors do that you shouldn’t

5 things professional investors do that you shouldn’t

Ignoring the compelling sounding strategies of professional investors can be hard. It just might be the secret to getting what you want out of your portfolio.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries9,004.900.16%
CAC 408,454.011.09%
DAX 4025,169.250.63%
Dow JONES (US)52,356.800.25%
FTSE 10010,750.901.56%
HKSE24,892.66-0.95%
NASDAQ25,724.65-0.44%
Nikkei 22566,115.60-0.18%
NZX 50 Index13,763.180.78%
S&P 5007,502.68-0.09%
S&P/ASX 2008,823.000.19%
SSE Composite Index3,867.030.07%
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?

Future Focus: Australians are wealthy - why don’t we feel it?

High net worth doesn’t always translate into financial flexibility.
retirement
Future Focus: Why your super isn’t going to be enough

Future Focus: Why your super isn’t going to be enough

The game has changed. Focus on finding a number that takes your circumstances into account.
personal-finance
Future Focus: One of the most generous tax breaks in Australia 

Future Focus: One of the most generous tax breaks in Australia 

But only if people owning a home get it right.
personal-finance
Unconventional wisdom: Five ways to invest smarter under the new tax regime

Unconventional wisdom: Five ways to invest smarter under the new tax regime

Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
retirement
Unconventional wisdom: Could you increase your retirement spending by 66%?

Unconventional wisdom: Could you increase your retirement spending by 66%?

A major retirement study suggests many retirees could safely spend far more than they do - but fear and uncertainty keep wallets closed.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI

Unconventional wisdom: Investing remains a craft - even in the age of AI

What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
personal-finance
Young & Invested: The federal budget’s hidden trade-offs

Young & Invested: The federal budget’s hidden trade-offs

My take on a budget sold as intergenerational reform, but built on contradictions.
etfs
Young & Invested: Is your ETF really worth the price you’re paying?

Young & Invested: Is your ETF really worth the price you’re paying?

We’ve devised a new metric to reveal whether your ETF is competitively priced.
etfs
Young & Invested: Can this ETF solve the ASX’s concentration problem?

Young & Invested: Can this ETF solve the ASX’s concentration problem?

When half your ETF goes into ten companies, it pays to look for alternatives.