Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: What you need to stop worrying about money
Your investment portfolio is only one part of the equation.
Future Focus: What you need to stop worrying about money
Future Focus: What you need to stop worrying about money
personal-finance
Red flags to watch out for when considering an SMSF

Red flags to watch out for when considering an SMSF

Avoid the costly SMSF mistakes.
personal-finance
The investment that shields you from the new tax changes

The investment that shields you from the new tax changes

Investment bonds are receiving renewed attention as investors look for ways to improve after-tax returns. But are they genuinely useful, or are they simply another complicated investment product?
fixed-income
Not all income is created equal

Not all income is created equal

A new income opportunity.
stocks
ASX share undervalued despite margin woes

ASX share undervalued despite margin woes

Short term margin pressure yet shares remain undervalued on improved outlook.
markets
Don't panic about a bond market selloff. It could be a sign of economic strength

Don't panic about a bond market selloff. It could be a sign of economic strength

But if you are worried about the US debt, there may be a better route than gold’s ‘debasement’ trade.
stocks
Looking for growth outside the ASX100

Looking for growth outside the ASX100

Can growth and quality co-exist outside Australia’s largest stocks?

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Cleanaway Waste Management Ltd CWY2.680.37%
Telstra Group Ltd TLS4.840.21%
Liontown Ltd LTR1.042.80%
PLS Group Ltd PLS4.263.40%
Sigma Healthcare Ltd SIG2.640.38%
Evolution Mining Ltd EVN13.133.10%
South32 Ltd S324.861.42%
Mirvac Group MGR1.790.56%
Zip Co Ltd ZIP2.152.38%
AMP Ltd AMP2.500.40%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,849.30-0.84%
CAC 408,067.28-0.62%
DAX 4025,322.16-0.47%
Dow JONES (US)52,421.20-0.29%
FTSE 10010,633.36-0.60%
HKSE24,678.40-0.96%
NASDAQ26,186.41-0.56%
Nikkei 22563,484.10-0.01%
NZX 50 Index13,484.22-0.56%
S&P 5007,619.98-0.48%
S&P/ASX 2008,672.50-0.88%
SSE Composite Index3,864.28-0.54%
personal-finance
Future Focus: You’re losing money twice. Here’s how to stop.

Future Focus: You’re losing money twice. Here’s how to stop.

The fear of losing money can lead investors to make two very different mistakes. Here’s how I try to make sure it doesn’t influence my investment decisions.
personal-finance
Future Focus: The new capital gains tax trap for your portfolio

Future Focus: The new capital gains tax trap for your portfolio

How much managing your portfolio is going to cost you with the new tax changes.
personal-finance
Future Focus: How do you stack up financially against other Aussies?

Future Focus: How do you stack up financially against other Aussies?

How wealthy are you across traditional measures?
retirement
Unconventional wisdom: The retirement planning trick that could boost your income

Unconventional wisdom: The retirement planning trick that could boost your income

A simple needs vs. wants framework can help you balance security with higher spending.
personal-finance
Unconventional wisdom: The AI parlay bet that could trigger the next bear market

Unconventional wisdom: The AI parlay bet that could trigger the next bear market

The AI boom has become a giant parlay bet in a market vulnerable to poor investor behaviour.
personal-finance
Unconventional wisdom: Why I choose income investing despite its shortcomings

Unconventional wisdom: Why I choose income investing despite its shortcomings

The trade-offs are real – here is a checklist I use to find shares worth holding anyway.
etfs
Young & Invested: Do you need both IVV and NDQ in your portfolio?

Young & Invested: Do you need both IVV and NDQ in your portfolio?

A closer look at the illusion of choice in a concentrated market.
personal-finance
Young & Invested: The three biggest ETF mistakes I’ve made

Young & Invested: The three biggest ETF mistakes I’ve made

ETFs are simple products. Avoiding the mistakes that undermine returns is much harder.
etfs
Young & Invested: The one ETF portfolio

Young & Invested: The one ETF portfolio

99% of investors won’t be the next Warren Buffett – luckily, we don’t need that to be successful.