Morningstar Investor users sign in here.
TOPIC

ETF News & Analysis

Building a 3 ETF portfolio
ETFs
Building a 3 ETF portfolio
John Bogle famously advocated a two-fund portfolio of US stocks and bonds. Recently, I tried to create an Australian version of the Bogle portfolio...
James Gruber | 15 May 2024
4 steps to build an ETF portfolio
ETFs
4 steps to build an ETF portfolio
How to create an ETF portfolio to achieve your goals.
Mark LaMonica, CFA | 09 May 2024
Morningstar’s verdict on the 3 most popular ETFs
ETFs
Morningstar’s verdict on the 3 most popular ETFs
Our analysts’ takes on Australia’s largest ETFs. 
Shani Jayamanne | 30 April 2024
Only 2.4% of companies deliver all net shareholder wealth
Stocks
Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove...
Graham Hand | 23 April 2024
Morningstar reassess view of Platinum ETF and fund
Funds
Morningstar reassess view of Platinum ETF and fund
Changes to the portfolio management team drive a ratings revision.
Michael Malseed | 21 April 2024
3 top-rated ETFs that focus on quality shares
ETFs
3 top-rated ETFs that focus on quality shares
Investors have gravitated towards factor investing focused on quality.
Mark LaMonica, CFA | 14 April 2024
A highly rated global active ETF
ETFs
A highly rated global active ETF
This is one of our favourites from the wave of actively managed ETFs that have been introduced in Australia.
Shamir Popat | 08 April 2024
Why ETFs may not be the best choice for investors
ETFs
Why ETFs may not be the best choice for investors
As their popularity increases it is important to consider the downsides to ETFs.  
Shani Jayamanne | 06 April 2024
Why LICs may be close to bottoming
Funds
Why LICs may be close to bottoming
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle...
James Gruber | 03 April 2024
How to tell if a fund or ETF will likely underperform
Funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common
Shani Jayamanne | 26 March 2024