Morningstar Australia - Empowering Investor Success
personal-finance
Aussie retirees are more frugal than they need to be. What can be done?
The Federal Government faces an uphill battle to make retired Australians spend more. Let's hope they don't go overboard.
personal-finance
How do low cost SMSFs compare?
Costs matter a lot to your return outcomes. How do SMSFs compare, and at what balance do they make sense?
etfs
Chart of the week: ETFs have never been more popular
This week's chart of the week looks at the rise of ETFs and 2024 being the year of record highs.
personal-finance
The case for and against US stock market exceptionalism
The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit on, you should challenge yourself by considering the alternative.
personal-finance
How much business risk are you taking in your portfolio?
An ownership mentality is critical to success but many investors ignore the risk of the businesses in their portfolio.
personal-finance
The perfect portfolio for the next decade
I examine the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Sayona Mining Ltd SYA | 0.02 | 0.00% |
| BrainChip Holdings Ltd BRN | 0.39 | 4.00% |
| The Star Entertainment Group Ltd SGR | 0.12 | 0.00% |
| Telstra Group Ltd TLS | 3.95 | 0.50% |
| Liontown Resources Ltd LTR | 0.67 | 1.52% |
| South32 Ltd S32 | 3.54 | 0.28% |
| Pilbara Minerals Ltd PLS | 2.31 | 0.43% |
| Qoria Ltd QOR | 0.45 | 4.71% |
| Imugene Ltd IMU | 0.04 | 0.00% |
| Core Lithium Ltd CXO | 0.09 | 1.08% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,660.40 | 0.36% |
| CAC 40 | 7,967.27 | 0.95% |
| DAX 40 | 21,479.25 | 0.32% |
| Dow JONES (US) | 44,565.07 | 0.92% |
| FTSE 100 | 8,575.89 | 0.12% |
| HKSE | 20,066.19 | 1.86% |
| NASDAQ | 20,053.68 | 0.22% |
| Nikkei 225 | 39,931.98 | -0.07% |
| NZX 50 Index | 13,024.70 | -0.27% |
| S&P 500 | 6,118.71 | 0.53% |
| S&P/ASX 200 | 8,408.90 | 0.36% |
| SSE Composite Index | 3,252.63 | 0.70% |
Specialists
Shani Jayamanne
Joseph Taylor
James Gruber
Simonelle Mody
personal-finance
Future Focus: Why I won't commit to an SMSF
SMSFs require a lot of commitment. I'm not quite there.
etfs
Future Focus: Read this before you pick an ETF
I run through the considerations for picking an ETF for your portfolio.
personal-finance
Future Focus: Every Aussie deserves a fair go with super
I explore places where our system is failing some Aussies as it relates to super tax policy.
personal-finance
Unconventional wisdom: 3 things you won't find in my portfolio
What we choose not to buy may be the most important financial decision we make.
personal-finance
Unconventional wisdom: 3 tips to keep your financial New Year's resolutions
Most resolutions fail...here is how to keep yours.
personal-finance
Unconventional wisdom: A simple way to better returns
What can the mating rituals of the Bowerbird teach us about investing.
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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