Morningstar Australia - Empowering Investor Success
personal-finance
Our finances should enable and not dictate our lives
Most people would prefer to have more money than less of it. But at what point do the trappings of wealth and success start to outweigh the benefits of striving for more?
stocks
One of Australia's widest moats remains cheap
This company looks likely to dominate its market for years to come.
personal-finance
Decoding stock picks from experts
The media is filled with picks from financial professionals. Here is how to use them to help you achieve your investment goals.
stocks
Going into earnings, is Tesla stock a buy, a sell, or fairly valued?
Watching companywide operating profit margins, affordability, and full self-driving software updates.
etfs
Why ETFs may not be the best choice for investors
As their popularity increases it is important to consider the downsides to ETFs.
retirement
Morningstar retirement bootcamp
Morningstar’s retirement bootcamp is designed to help people still in the workforce and already retired address challenges and achieve the best retirement outcomes.
stocks
Are we in the last days of ASX dividend dominance?
Some of the largest ASX listed companies are potential dividend traps. What should income investors do?
Market valuation
- Undervalued
- Overvalued
Market movers
Name
|
Last price
|
% Change
|
|---|---|---|
| Sayona Mining Ltd SYA | 0.03 | 0.00% |
| Cooper Energy Ltd COE | 0.22 | 4.44% |
| Imugene Ltd IMU | 0.06 | 3.39% |
| Zip Co Ltd ZIP | 1.58 | 7.08% |
| Core Lithium Ltd CXO | 0.12 | 9.09% |
| Mirvac Group MGR | 2.08 | 3.48% |
| AMP Ltd AMP | 1.13 | 0.00% |
| Droneshield Ltd DRO | 2.60 | 11.11% |
| Red 5 Ltd RED | 0.42 | 1.18% |
| Pilbara Minerals Ltd PLS | 3.02 | 1.31% |
Compare Market Indices
Markets
Index
|
Last price
|
% Change
|
|---|---|---|
| All Ordinaries | 8,262.40 | 0.69% |
| CAC 40 | 7,632.71 | -1.19% |
| DAX 40 | 18,590.89 | -0.84% |
| Dow JONES (US) | 40,254.36 | 0.63% |
| FTSE 100 | 8,182.96 | -0.85% |
| HKSE | 18,015.94 | -1.52% |
| NASDAQ | 18,481.00 | 0.45% |
| Nikkei 225 | 41,190.68 | -2.45% |
| NZX 50 Index | 12,123.14 | -0.10% |
| S&P 500 | 5,638.13 | 0.41% |
| S&P/ASX 200 | 8,017.60 | 0.73% |
| SSE Composite Index | 2,974.01 | 0.09% |
Market Reports
How To Evaluate a Company’s Fundamentals
We go through how Morningstar ratings help you evaluate a company's long-term fundamentals and determine whether a share is over or undervalued.
How To Estimate How Much You Need for Retirement
We look at how much you actually need to retire and the considerations you should be taking to ensure you are well set up financially to retire as planned.
Specialists
Mark Lamonica
Shani Jayamanne
James Gruber
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.
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.
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.
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.
- Woodside Share Price: Is ASX: WDS Undervalued or Overvalued?
- Woolworths Share Price: Is ASX: WOW Undervalued or Overvalued?
- Fortescue Share Price: Is ASX: FMG Undervalued or Overvalued?
- National Australian Bank Share Price: Is ASX: NAB Undervalued or Overvalued?
- Qantas Share Price: Is ASX: QAN Undervalued or Overvalued?
- BHP Share Price: Is ASX: BHP Undervalued or Overvalued?
- Westpac Share Price: Is ASX:WBC Undervalued or Overvalued?
- Rio Tinto Share Price: Is ASX: RIO Undervalued or Overvalued?
- Santos Share Price: Is ASX: STO Undervalued or Overvalued?
Market Reports
How To Evaluate a Company’s Fundamentals
We go through how Morningstar ratings help you evaluate a company's long-term fundamentals and determine whether a share is over or undervalued.
How To Estimate How Much You Need for Retirement
We look at how much you actually need to retire and the considerations you should be taking to ensure you are well set up financially to retire as planned.