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

Investment strategies and opportunities: Shani's top article from July

Morningstar’s Senior Investment Specialist discusses various perspectives on how to get to your financial goals.
stocks

One of the hottest shares on the ASX reports strong growth

Should investors chase this growth story or are they overvalued after the surge in the shares.  
personal-finance

Growing your passive income

Our free tool can help investors that dream of living off of passive income. 
stocks

2 ASX shares to avoid

An investor favourite is among the two shares trading at a significant premium to our fair value.  
retirement

Morningstar retirement bootcamp

Morningstar’s retirement bootcamp is designed to help people still in the workforce and already retired address challenges and achieve the best retirement outcomes.
retirement

Is this a safe way to get higher returns in retirement?

Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Bellevue Gold Ltd BGL 1.44 21.58%
Argosy Minerals Ltd AGY 0.05 41.18%
Red 5 Ltd RED 0.38 5.06%
Pilbara Minerals Ltd PLS 2.98 3.83%
Droneshield Ltd DRO 1.40 6.04%
Sayona Mining Ltd SYA 0.03 0.00%
Core Lithium Ltd CXO 0.10 6.59%
Zip Co Ltd ZIP 1.78 1.93%
South32 Ltd S32 2.98 2.41%
Telstra Group Ltd TLS 3.85 0.26%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 8,153.40 0.73%
CAC 40 7,517.68 1.22%
DAX 40 18,417.55 0.65%
Dow JONES (US) 40,589.34 1.64%
FTSE 100 8,285.71 1.21%
HKSE 17,021.31 0.10%
NASDAQ 17,357.88 1.03%
Nikkei 225 37,667.41 -0.53%
NZX 50 Index 12,349.47 -0.38%
S&P 500 5,459.10 1.11%
S&P/ASX 200 7,921.30 0.76%
SSE Composite Index 2,890.90 0.14%
Investing Compass
How To Evaluate a Company’s Fundamentals
How To Evaluate a Company’s Fundamentals
We go through how Morningstar ratings help you evaluate a company's long-term fundamentals and determine whether a share is over or undervalued.
How To Estimate How Much You Need for Retirement
How To Estimate How Much You Need for Retirement
We look at how much you actually need to retire and the considerations you should be taking to ensure you are well set up financially to retire as planned.
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.
Investing Compass
How To Evaluate a Company’s Fundamentals
How To Evaluate a Company’s Fundamentals
We go through how Morningstar ratings help you evaluate a company's long-term fundamentals and determine whether a share is over or undervalued.
How To Estimate How Much You Need for Retirement
How To Estimate How Much You Need for Retirement
We look at how much you actually need to retire and the considerations you should be taking to ensure you are well set up financially to retire as planned.