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Learn from the best

22/01/2018 | 10:57 AM  Following a simple practice known as dollar-cost averaging to buy shares, investors can devote money to the share market without trying to time highs and lows.

19/01/2018 | 1:10 PM  While most academic literature suggests value stocks always beat growth stocks over the long run, recent market behaviour has left many investors are wondering when value’s resurgence will come.

17/01/2018 | 9:40 AM  Forming good investment habits and breaking bad ones can be difficult, but the following mental tweaks may help you move in the right direction.

11/01/2018 | 11:36 AM  Our monthly wrap of investing news and analysis published on Morningstar.com.au.

27/12/2017 | 8:02 AM  Considering ETFs to grow an investment portfolio, or making voluntary super contributions, are among ways women can help address their retirement saving shortfall.

20/12/2017 | 12:16 PM  By focusing on these guidelines and principles, you can greatly enhance your odds of investment success.

08/12/2017 | 12:56 PM  Here are some reading suggestions to keep you entertained, with Christmas and some well-earned downtime now less than two weeks away.

04/12/2017 | 8:16 AM  Barton Biggs' father made him read Benjamin Graham's Security Analysis twice--he wanted his son to have a deep grounding in value investing.

29/11/2017 | 8:41 AM  From being patient to focusing on a fund's management, we look at some guidelines for smart investing.

27/11/2017 | 8:26 AM  Tom Russo is an investing guru whose investment philosophy is based upon return on invested capital with a strong focus on global brands.

22/11/2017 | 2:48 PM  Corruption, mistrust and opaque fees are just some of the problems robo-advice may help solve for Australian investors, says Bernie Ripoll, former Member of Parliament, director of MapMyPlan.

22/11/2017 | 2:21 PM  Discussing your parents' financial affairs with them to ensure they are protected as they age can be a delicate conversation, but it shouldn't be avoided.

22/11/2017 | 8:46 AM  As you plan your financial future, think about what you will be satisfied with and what is important in your own game of life.

21/11/2017 | 8:12 AM  Why do investors never anticipate bear markets in the middle of a stock-market upturn?

20/11/2017 | 8:04 AM  John Neff chased stocks that had been ignored. When they began to receive the attention he felt they deserved, he bailed out.

16/11/2017 | 11:44 AM  The thing about action most of us need to unlearn is that there is no single thing you need to get or do to make your financial goals a reality.

10/11/2017 | 8:50 AM  Start to understand how your major expenses could change over time and this will help you build a financial plan that shifts as your life does.

07/11/2017 | 11:13 AM  Nobel Prize for Economics winner Richard Thaler is helping people overcome their behavioural biases.

02/11/2017 | 8:00 AM  A natural optimism usually goes hand in hand with a belief in the ability to make money, according to evolution media's Vanessa Stoykov.

01/11/2017 | 12:41 PM  How should you decide on the appropriate level of cash to hold? We believe there are several points an investor should consider.

27/10/2017 | 12:41 PM  There are some basic principles that apply no matter what your circumstances, to ensure you don't fall into the trap of having too much money at the end of the month, or worse, too much life at the end of work.

26/10/2017 | 12:41 PM  Of the big five lessons that need to be unlearned about money, time perhaps is the biggest missed opportunity.

26/10/2017 | 12:41 PM  Striving to be a smart investor in the 21st century isn't easy. All of us face a bewildering array of product choices and information sources in an ever-expanding investment universe.

23/10/2017 | 12:41 PM  Thirty years later and its lessons remain valid, says Morningstar's US-based vice president of research John Rekenthaler.

23/10/2017 | 12:41 PM  When Benjamin Graham arrived on Wall Street he had no idea he would one day be revered as the father of value investing.

19/10/2017 | 12:41 PM  It is the obsession with finding value, eliminating desire for things that really trap us, and slowly accumulating wealth that creates long-term financial freedom.

19/10/2017 | 12:41 PM  Many of the mental shortcuts that have evolved over the millennia have helped humans survive and develop but tend to make us bad investors.

16/10/2017 | 12:41 PM  You have never lost money in stocks over any 20-year period, but you have wiped out half your portfolio in bonds, after inflation. So, which is the riskier asset?

12/10/2017 | 12:41 PM  Cutting out the noise, and deciding not to waste emotional energy on worrying about the day to day, is a classic lesson to unlearn, according to evolution media's Vanessa Stoykov.

12/10/2017 | 12:41 PM  Morningstar is happy to introduce our latest contributor, Vanessa Stoykov, the founder and chief executive of evolution media group, the firm behind the Nine Network TV show, The Investment Series.

11/10/2017 | 12:41 PM  Retirees in the Generation X and Y demographics will need between $2 million and $4 million to retire comfortably, but they may fall well short of this under their current trajectory, a new study has found.

11/10/2017 | 12:41 PM  Premiering on free-to-air television this weekend, The Investment Series features several leading figures from Australia's investment industry, including former Morningstar CEO Heather Brilliant.

09/10/2017 | 12:41 PM  Peter Lynch boasts of one of the greatest investing track records of all time, serving as the portfolio manager of Fidelity's Magellan Fund from 1977 to 1990.

03/10/2017 | 12:41 PM  John Templeton believed that the time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.

28/09/2017 | 12:41 PM  This expert scours the globe for quality smaller companies. Here is what helps him make smart bets.

25/09/2017 | 12:41 PM  Morningstar believes there are important lessons to be learned from the world's greatest investors. Here are some lessons from Hetty Green, the "Witch of Wall Street".

20/09/2017 | 12:41 PM  Here is some investing advice from one of the world's most astute investors, taken from his book, newsletters, as well as interviews conducted over the years.

19/09/2017 | 12:41 PM  In investing, risk is often seen only as downside, instead of as a necessary part of achieving higher long-term returns.

13/09/2017 | 12:41 PM  In a perfect world of economic intelligence we would all make decisions like Mr Spock. Instead, we more often make decisions like Homer Simpson.

13/09/2017 | 12:41 PM  The Morningstar Guide to Investing covers the core tenets of our investment philosophy and some foundational investing concepts around making informed financial decisions.

07/09/2017 | 12:41 PM  If there were ever any doubts about the effectiveness of following a long-term, diversified investment strategy, this chart should help to address them.

07/09/2017 | 12:41 PM  The more idiosyncratic your human and non-portfolio financial capital, the more "vanilla" your portfolio should be.

06/09/2017 | 12:41 PM  Seeking companies with competitive advantages and attractive valuations has led to smart investing.

05/09/2017 | 12:41 PM  When assigning economic moat ratings, Morningstar analysts and the Morningstar economic moat committee take both quantitative and qualitative considerations into account.

04/09/2017 | 12:41 PM  Why do many popular valuation measures use a company's earnings as the main representative of fundamental value, rather than dividends?

31/07/2017 | 12:41 PM  The decision about whether to hedge your currency exposure is an important one as movements in the Australian dollar can either erode or add value to your investment.

02/06/2017 | 12:41 PM  The VIX can tell you how uncertain financial markets are about the near future, but little more.

24/05/2017 | 12:41 PM  EBITDA can be a helpful valuation tool in some instances--just don't mistake it for free cash flow. From Morningstar US.

16/05/2017 | 12:41 PM  An over-emphasis on local assets leaves Australian investors vulnerable to concentration risk, and ignores fundamental investment philosophy around diversification.

26/04/2017 | 12:41 PM  The ASX provides investors with access to interests in Australian government bonds that can be traded at any point prior to maturity.

26/04/2017 | 12:41 PM  More than 80 per cent of company directors anticipate an increase in online security risks over the next year or more, but many have no clear plan on how to mitigate the threat.

10/04/2017 | 12:41 PM  Data shows that the withdrawal rate gets higher as spending decreases in retirement, says Michael Kitces, a US-based financial planning expert.

30/03/2017 | 12:41 PM  There is a perpetual debate among equity investors about the relationship between valuations and future earnings growth.

29/03/2017 | 12:41 PM  Davis Associates' Chris Davis says the best time to invest is when you have the money, and to ignore market "noise".

28/03/2017 | 12:41 PM  Dr Gerd Gigerenzer says fund providers need to invest in education so that savers are better equipped to deal with risk--and can make better financial decisions.

23/03/2017 | 12:41 PM  When planning for retirement, your superannuation balance is just one among several key things you need to consider, and this preparation doesn't stop once you stop work.

20/03/2017 | 12:41 PM  A new study assessing the retirement readiness of Australians shows a worrying lack of planning and an over-reliance on products, at the expense of expert advice.

16/03/2017 | 12:41 PM  While Australian financial literacy levels stand up reasonably well on a global scale, a new schools-based start-up is part of efforts targeting the greenest of grass-roots.

14/03/2017 | 12:41 PM  Morningstar's Chicago-based John Rekenthaler explains why he is comfortable with owning stocks, stocks, and more stocks.

07/03/2017 | 12:41 PM  The successful studio chief, and the successful investor, is the person who understands how others are interpreting history, and how that will lead them to change what they had been doing.

10/02/2017 | 12:41 PM  Being very good at maths is required for several investment fields. But none of these endeavours would seem to matter to the long-term investor.

02/02/2017 | 12:41 PM  While Morningstar's methodology of buying superior businesses based on long-term fundamentals is the most effective way to generate wealth in the share market, it may also pay to keep an eye on social media.

20/01/2017 | 12:41 PM  The quality of a company's leadership team is a key determinant of its success, and analysis of senior executives should form an important part of your investment decision-making process.

20/01/2017 | 12:41 PM  2017 has the potential to cause more political and stock-market upsets than the past 12 months, so how can investors avoid making mistakes amid the noise?

18/01/2017 | 12:41 PM  As a large cohort of Australians approach retirement, questions around how to adapt your portfolio as you shift from accumulation to draw-down are increasingly common.

15/12/2016 | 12:41 PM  Successful investing requires a rare ability to overcome one's own psychological weaknesses--but you have to identify them first.

14/12/2016 | 12:41 PM  While some pundits may be able to call the highs and lows in this or that market with some regularity, investors simply need to follow these steps in order to maintain a sound portfolio.

13/12/2016 | 12:41 PM  Don't get hung up on labels; the best approach melds both strategies, Morningstar's US-based director of personal finance Christine Benz says.

12/12/2016 | 12:41 PM  With the significant changes to superannuation caps proposed in Budget 2016-17 having passed the Senate, alternative tax-paid structures may see a resurgence.

07/12/2016 | 12:41 PM  Don't be over confident or follow the herd, and like Odysseus, learn to have yourself "tied to the mast" when it comes to long-term investing.

02/12/2016 | 12:41 PM  As Australian investors become more aware of the risks a home bias pose to their portfolios, there are steps they can take to broaden their offshore exposure.

01/12/2016 | 12:41 PM  As market risks rise, investors must adjust their profit expectations--gone are the days of 8 per cent returns. But there are still growth opportunities out there if you know where to look.

17/11/2016 | 12:41 PM  Whether you're completely turned off at the thought of automated financial advice, or keen to give it a try, it's gaining in popularity around the world.

14/11/2016 | 12:41 PM  Steer clear of fads, maintain a disciplined approach and focus on company fundamentals in building and maintaining your investment portfolio, says Anton Tagliaferro, investment director, Investors Mutual

11/11/2016 | 12:41 PM  Post-election, we're still not out of the woods. So, make sure your portfolio is properly allocated so that you can confidently face the monster in the room.

10/11/2016 | 12:41 PM  Focusing on the negatives won't help you as an investor, says behavioural scientist Steve Wendel. Instead, stick to your personal investing strategy.

04/11/2016 | 12:41 PM  There is growing uptake of hedge funds among retail investors in some markets, and Australians may follow suit.

13/10/2016 | 12:41 PM  Low return forecasts aren't a reason to skip investing but they do have an impact on saving and withdrawal rates and asset allocation. From Morningstar US.

12/10/2016 | 12:41 PM  The 31 October deadline is fast approaching but the good news for investors is they can claim any losses on their shares to offset any capital gains they may make in future years.

20/09/2016 | 12:41 PM  Morningstar Australasia has announced the agenda and speakers for its fourth annual Investment Conference for Australian individual investors and self-managed superannuation fund (SMSF) trustees.

05/09/2016 | 12:41 PM  These five behavioural hacks may help you prevent some of the most common mistakes of individual investors, according to Steve Wendel, Morningstar's resident behavioural finance expert.

02/08/2016 | 12:41 PM  Investors concerned about environmental, social and other issues around sustainability now have a sophisticated new process open to them for ranking Australian and global companies.

22/07/2016 | 12:41 PM  As the country approaches the start of the biggest intergenerational wealth transfer in its history, imputation bonds can play a highly beneficial role within a secure estate plan.

20/07/2016 | 12:41 PM  For any investor, there are many common pitfalls to building a portfolio of assets, but by following a handful of rules you can create the best opportunity for gains while limiting your losses.

18/07/2016 | 12:41 PM  With low- to mid-single-digit investment returns expected for a long time to come, and with the rapid rise of robo-advice, performance fees look set to become more commonplace.

16/06/2016 | 12:41 PM  While now may be an opportune time to make an in-specie contribution of shares into your SMSF, there are some important details to be aware of.

10/06/2016 | 12:41 PM  There are four types of stocks every savvy investor should hold in order to bring about a balanced equity portfolio, OnMarket BookBuilds' Tim Eisenhauer says.

06/06/2016 | 12:41 PM  Strategic-beta investments should be made only after checking their relative valuations, according to Morningstar's John Rekenthaler.

31/05/2016 | 12:41 PM  There are two schools of thought on whether those who make less money should assume more risk in their portfolios, according to Morningstar's John Rekenthaler.

30/05/2016 | 12:41 PM  US financial planning guru Harold Evensky's concept for portfolio allocation can help bring retirees peace of mind and avoid poorly timed sales, says Morningstar's US-based director of personal finance.

27/05/2016 | 12:41 PM  Successful investing requires a rare ability to overcome one's own psychological weaknesses--but you have to identify them first.

01/04/2016 | 12:41 PM  The Morningstar Economic Moat Rating represents a company's sustainable competitive advantage. A company with an economic moat can fend off competition and earn high returns on capital for many years to come.

22/03/2016 | 12:41 PM  Investors who are overconfident in their abilities may trade more often and hurt themselves in the end, says UC Berkeley professor Terry Odean.

27/01/2016 | 12:41 PM  Alpha is often described as the extra profit delivered by fund managers on top of market returns. Understanding alpha can help you make better investment decisions.

14/01/2016 | 12:41 PM  The interplay of several elements--economic moats, strong finances and balanced payout ratios--creates a reliable stream of dividends, as Morningstar's Josh Peters explains.

09/12/2015 | 12:41 PM  One of the key elements to successful investing is patience--it is important to remember that a long-term mindset is required to achieve investment goals.

08/12/2015 | 12:41 PM  While some pundits may be able to call the highs and lows in this or that market with some regularity, investors simply need to follow these steps in order to maintain a sound portfolio.

07/12/2015 | 12:41 PM  Morningstar's Peter Warnes clears up some misconceptions around the reasons behind changes in recommendations due to changes in share prices.

03/12/2015 | 12:41 PM  The payout ratio--the dividend rate divided by earnings--can give you an idea of how well covered the dividend is, and how likely it is to grow, says Morningstar's Josh Peters.

03/12/2015 | 12:41 PM  Don't get hung up on labels; the best approach melds both strategies, Morningstar director of personal finance Christine Benz says.

02/12/2015 | 12:41 PM  Diversifying or spreading investments across multiple asset classes reduces a portfolio's overall risk, as losses made in one asset class can be offset by gains in others.

23/11/2015 | 12:41 PM  Several types of investment risk can threaten your portfolio--some are easier to avoid than others.

17/09/2014 | 12:41 PM  Operating and free cash flow yield measures are usually more than enough to determine whether a company offers compelling value, Cadence Capital's Karl Siegling says.

01/09/2014 | 12:41 PM  Investors will often have heard the terms "puts" and "calls," but what are they and why would an investor buy or sell one or the other? Morningstar sets the record straight on some options-trading terminology.

06/03/2013 | 12:41 PM  While the market will be the ultimate judge of a stock's worth, it is up to investors to determine the price at which a company's earnings will produce an acceptable return on investment.

21/01/2013 | 12:41 PM  This popular metric can be calculated different ways but each has its own shortcomings, as explained in this article from Morningstar US.

10/12/2012 | 12:41 PM  In this part of an ongoing educational series, Morningstar examines the section of an annual report that lets an investor know where the company's money came from and where it went.


The Morningstar Investor


Learning from the investment masters 3 pockets of opportunity in fixed income
Learning from the investment masters 3 pockets of opportunity in fixed income