Morningstar Australia - Empowering Investor Success

stocks
Undervalued ASX share trading at half our fair value
We believe the company is in a transition year and results will improve.
Undervalued ASX share trading at half our fair value
Undervalued ASX share trading at half our fair value
personal-finance
Preserving wealth through generations is hard

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.
personal-finance
How do your savings stack up against others?

How do your savings stack up against others?

With increasing financial transparency subverting traditional norms, have you ever wanted to know how your savings compare to your peers?
personal-finance
Why I am an income investor

Why I am an income investor

The critiques of dividend investing don’t hold up to scrutiny.
etfs
What is the total cost of owning an ETF?

What is the total cost of owning an ETF?

ETF fees are just part of the equation.
stocks
Going into earnings, Is Tesla stock a buy, a sell, or fairly valued?

Going into earnings, Is Tesla stock a buy, a sell, or fairly valued?

Watching for updates on the affordable vehicle and self-driving software, here’s what we think of Tesla stock.
stocks
Undervalued ASX share yields over 8%

Undervalued ASX share yields over 8%

A potential opportunity for income investors who are interested in high levels of current income.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,461.40-0.09%
CAC 407,535.10-0.01%
DAX 4019,421.91-0.20%
Dow JONES (US)42,924.89-0.02%
FTSE 1008,306.54-0.14%
HKSE20,824.831.59%
NASDAQ18,573.130.18%
Nikkei 22538,180.43-0.60%
NZX 50 Index12,748.97-0.50%
S&P 5005,851.20-0.05%
S&P/ASX 2008,196.90-0.11%
SSE Composite Index3,311.870.79%
stocks
11 ASX dividend stocks for the next decade

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

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

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

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 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

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

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

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

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.