Morningstar Australia - Empowering Investor Success
personal-finance
Unconventional wisdom: The academic case for core-satellite is questionable - here’s why it still works
The academic model behind core-satellite has little in common with the approach most investors take.
stocks
Apple: With launch of foldable iPhone duo things look twice as nice
We’ve raised our fair value estimate of Apple stock.
personal-finance
The investment that shields you from the new tax changes
Investment bonds are receiving renewed attention as investors look for ways to improve after-tax returns. But are they genuinely useful, or are they simply another complicated investment product?
stocks
Undervalued REIT receives offer from PE firm
Our analysts’ view on the value of the unsolicited offer.
markets
Don't panic about a bond market selloff. It could be a sign of economic strength
But if you are worried about the US debt, there may be a better route than gold’s ‘debasement’ trade.
retirement
A tool for modeling your own retirement
Can a needs vs. wants framework help you balance security with higher spending?
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Liontown Ltd LTR | 1.07 | 8.55% |
| PLS Group Ltd PLS | 4.52 | 7.38% |
| Telstra Group Ltd TLS | 4.83 | 1.05% |
| Zip Co Ltd ZIP | 2.13 | 3.62% |
| South32 Ltd S32 | 5.02 | 4.20% |
| Sigma Healthcare Ltd SIG | 2.63 | 0.38% |
| Mirvac Group MGR | 1.76 | 1.68% |
| Vicinity Centres VCX | 2.37 | 0.84% |
| Stockland Corp Ltd SGP | 4.09 | 3.08% |
| GQG Partners Inc GQG | 1.10 | 9.50% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,920.20 | 0.15% |
| CAC 40 | 8,179.77 | 0.78% |
| DAX 40 | 25,568.56 | 0.82% |
| Dow JONES (US) | 52,590.52 | 1.01% |
| FTSE 100 | 10,650.44 | 0.39% |
| HKSE | 24,805.63 | -0.60% |
| NASDAQ | 26,391.16 | 1.19% |
| Nikkei 225 | 64,011.34 | -1.93% |
| NZX 50 Index | 13,580.33 | -0.95% |
| S&P 500 | 7,670.99 | 1.04% |
| S&P/ASX 200 | 8,741.20 | 0.27% |
| SSE Composite Index | 3,888.11 | -1.18% |
Specialists
Shani Jayamanne
Tyger Fitzpatrick
James Gruber
personal-finance
Future Focus: You’re losing money twice. Here’s how to stop.
The fear of losing money can lead investors to make two very different mistakes. Here’s how I try to make sure it doesn’t influence my investment decisions.
personal-finance
Future Focus: The new capital gains tax trap for your portfolio
How much managing your portfolio is going to cost you with the new tax changes.
personal-finance
Future Focus: How do you stack up financially against other Aussies?
How wealthy are you across traditional measures?
retirement
Unconventional wisdom: The retirement planning trick that could boost your income
A simple needs vs. wants framework can help you balance security with higher spending.
personal-finance
Unconventional wisdom: The AI parlay bet that could trigger the next bear market
The AI boom has become a giant parlay bet in a market vulnerable to poor investor behaviour.
personal-finance
Unconventional wisdom: Why I choose income investing despite its shortcomings
The trade-offs are real – here is a checklist I use to find shares worth holding anyway.
etfs
Young & Invested: Do you need both IVV and NDQ in your portfolio?
A closer look at the illusion of choice in a concentrated market.
personal-finance
Young & Invested: The three biggest ETF mistakes I’ve made
ETFs are simple products. Avoiding the mistakes that undermine returns is much harder.
etfs
Young & Invested: The one ETF portfolio
99% of investors won’t be the next Warren Buffett – luckily, we don’t need that to be successful.