Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: The biggest detractor of wealth creation
There’s nothing we can do to stop the impact of inflation, but we can offset it. Use our free calculator to offset it with accuracy.
Future Focus: The biggest detractor of wealth creation
Future Focus: The biggest detractor of wealth creation
personal-finance
12 picks for an income portfolio - Q1 2025 update

12 picks for an income portfolio - Q1 2025 update

The pick’s passive income stream continues to show strong growth.
etfs
Our top rated global small-cap ETF

Our top rated global small-cap ETF

This ETF offers unbeatable value in a difficult to navigate market segment at a compelling price.
markets
US stock market outlook: Where we see opportunities in Q2

US stock market outlook: Where we see opportunities in Q2

A bear market in AI stocks leads to more attractive valuations.
personal-finance
Designing a life, with money to spare

Designing a life, with money to spare

Are you living your life by default or by design? It strikes me that many people are doing the former and living according to others’ expectations of them, leading to poor choices including with their finances.
stocks
Undervalued ASX share announces plan to create shareholder value

Undervalued ASX share announces plan to create shareholder value

The market cheers update from the company.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,126.900.92%
CAC 407,876.361.10%
DAX 4022,539.981.70%
Dow JONES (US)41,989.96-0.03%
FTSE 1008,634.800.61%
HKSE23,206.840.38%
NASDAQ17,449.890.87%
Nikkei 22535,624.480.02%
NZX 50 Index12,291.56-0.17%
S&P 5005,633.070.38%
S&P/ASX 2007,925.201.04%
SSE Composite Index3,348.440.38%
personal-finance
Future Focus: What are you giving up by sending your kids to private school?

Future Focus: What are you giving up by sending your kids to private school?

A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
personal-finance
Future Focus: Buying a home out of reach? Try these financial goals instead.

Future Focus: Buying a home out of reach? Try these financial goals instead.

A framework to understand what you want from life and therefore your finances.
personal-finance
Future Focus: A better way to use financial advisers' favourite investment strategy

Future Focus: A better way to use financial advisers' favourite investment strategy

An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
retirement
Unconventional wisdom: Add certainty to your retirement

Unconventional wisdom: Add certainty to your retirement

What a trip to Monte Carlo can teach you about having a more secure retirement. 
personal-finance
Unconventional wisdom: Are passive ETFs leading to lower returns?

Unconventional wisdom: Are passive ETFs leading to lower returns?

Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
Unconventional wisdom: A controversial income pick

Unconventional wisdom: A controversial income pick

Rigid definitions of income and growth shares may be holding investors back.
personal-finance
Bookworm: How a huge ASX winner upset the odds

Bookworm: How a huge ASX winner upset the odds

Hamilton Helmer's 7 Powers help us understand an ASX star's unlikely rise to dominance.
personal-finance
Bookworm: Should this method have scored me a 30 bagger?

Bookworm: Should this method have scored me a 30 bagger?

Richard Koch's Star Principle offers a simple way to find high potential companies.
personal-finance
Bookworm: Legendary fundie exposes mistake in my portfolio

Bookworm: Legendary fundie exposes mistake in my portfolio

Anthony Bolton delivered incredible long-term returns for investors in the Fidelity Special Situations Fund. What can we learn from his approach?