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Morningstar Australia - Empowering Investor Success

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. 
stocks

I ignored Buffett's advice and it cost me

Warren Buffett has three main criteria for buying a business but most investors only focus on two of them.
personal-finance

Is quality investing for you?

The signs of a quality investment and the investors it may suit
markets

How inflation impacts different types of investments

A comprehensive study of the impact of inflation on returns from different assets over the past 120 years. 
personal-finance

Why I am an income investor

The critiques of dividend investing don’t hold up to scrutiny.
etfs

Morningstar’s verdict on the 3 most popular ETFs

Our analysts’ takes on Australia’s largest ETFs. 
stocks

How to avoid dividend disaster

Thinking about common reasons a company might stop paying a dividend can help income investors avoid disappointment.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 7,831.90 -1.26%
CAC 40 7,984.93 -0.99%
DAX 40 17,932.17 -1.03%
Dow JONES (US) 37,903.29 0.23%
FTSE 100 8,121.24 -0.28%
HKSE 17,763.03 0.09%
NASDAQ 15,605.48 -0.33%
Nikkei 225 38,274.05 -0.34%
NZX 50 Index 11,867.58 -0.75%
S&P 500 5,018.39 -0.34%
S&P/ASX 200 7,569.90 -1.23%
SSE Composite Index 3,104.82 -0.26%
personal-finance

How to set an investment goal

Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?
personal-finance

How to define an investment strategy

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
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

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.
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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.
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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.
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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.