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Morningstar Australia - Empowering Investor Success

personal-finance
3 of Morningstar's best ideas for income investors
These ASX shares from Morningstar’s recently updated Best Ideas list may be especially appealing for income investors.
personal-finance

Federal budget 2024: Treating the symptoms or making the disease worse?

History provides some perspective on the fine line the government is trying to walk on inflation in the budget. 
personal-finance

Take it from Warren Buffett: Misses are inevitable

Embrace these timeless investing principles and you can still attain remarkable outcomes.
personal-finance

Federal budget 2024: What to do with more cash coming in the door

The stage 3 tax cuts offer the opportunity to take a fresh look at investing and life goals. 
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?
stocks

11 ASX stocks offering great value right now

These high-quality companies are our top picks for investors wanting to boost their domestic exposure.
personal-finance

Are term deposits attractive right now?

If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look elsewhere. Here are the pros and cons of cash versus other assets right now.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Sayona Mining Ltd SYA 0.05 2.17%
Pantoro Ltd PNR 0.08 1.25%
Core Lithium Ltd CXO 0.15 6.25%
Imugene Ltd IMU 0.07 1.41%
Renascor Resources Ltd RNU 0.13 30.00%
Telstra Group Ltd TLS 3.67 0.55%
Arafura Rare Earths Ltd ARU 0.20 5.41%
South32 Ltd S32 3.67 1.38%
Karoon Energy Ltd KAR 1.88 1.31%
Pilbara Minerals Ltd PLS 3.98 0.25%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 8,020.90 0.32%
CAC 40 8,215.58 -0.12%
DAX 40 18,810.58 0.50%
Dow JONES (US) 39,558.11 0.32%
FTSE 100 8,446.70 0.22%
HKSE 19,073.71 -0.22%
NASDAQ 16,511.18 0.75%
Nikkei 225 38,385.73 0.08%
NZX 50 Index 11,525.88 -0.79%
S&P 500 5,246.68 0.48%
S&P/ASX 200 7,753.70 0.35%
SSE Composite Index 3,145.77 -0.07%
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.
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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.