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Morningstar Australia - Empowering Investor Success

personal-finance
Ever had a Dollarmites account? It teaches us some valuable lessons but not the ones CBA touted
Often, winning as investors means losing as consumers.
personal-finance

Financial pathways to buying a home require planning

In the six months of my battle with brain cancer, one part of financial markets has fascinated me, and it’s probably not what you think. What's led the pages of my reading is real estate, especially residential.
personal-finance

3 ways to Moneyball your investing approach

It has been more than 20 years since Michael Lewis wrote Moneyball. Here are three practical lessons from the book to become better at investing.
personal-finance

How to make $100k in passive income

We go through what's needed to get to $100k in passive income.
personal-finance

The dumbest investment mistake I've ever made

It's time for me to open up about my worst ever investment decision. Because it has lessons for all investors.
stocks

Can big four bank dividends and buybacks keep growing?

Share buybacks and special dividends were a feature of bank earnings this month. Could more capital returns be in store for big four shareholders?
retirement

Are you ready for an SMSF? Here’s the checklist I used

Self-managed super funds are increasingly popular but are not right for everyone

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Sayona Mining Ltd SYA 0.04 2.38%
Telstra Group Ltd TLS 3.46 1.17%
Imugene Ltd IMU 0.07 5.97%
South32 Ltd S32 3.85 1.28%
AMP Ltd AMP 1.11 3.76%
Red 5 Ltd RED 0.46 5.21%
Resolute Mining Ltd RSG 0.52 2.80%
Mirvac Group MGR 2.03 0.49%
De Grey Mining Ltd DEG 1.11 3.07%
Pilbara Minerals Ltd PLS 4.00 1.48%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 8,083.10 -0.43%
CAC 40 8,102.33 0.13%
DAX 40 18,691.32 0.06%
Dow JONES (US) 39,055.01 -1.55%
FTSE 100 8,339.23 -0.37%
HKSE 18,868.71 -1.70%
NASDAQ 16,720.69 -0.48%
Nikkei 225 39,103.22 1.26%
NZX 50 Index 11,809.48 0.66%
S&P 500 5,264.18 -0.81%
S&P/ASX 200 7,811.80 -0.46%
SSE Composite Index 3,116.39 -1.33%
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.