Morningstar Australia - Empowering Investor Success

personal-finance
How do you stack up against household wealth figures in Australia?
Household wealth reaches record high in Australia.
How do you stack up against household wealth figures in Australia?
How do you stack up against household wealth figures in Australia?
stocks
Ask the analyst: Are IDP Education's woes temporary?

Ask the analyst: Are IDP Education's woes temporary?

The global education services provider has gone from stock market darling to one of the ASX's weakest performers. What gives?
stocks
Will CEO departure upend ASX healthcare leader?

Will CEO departure upend ASX healthcare leader?

Turmoil with the board culuminates in the departure of the CEO.
stocks
Is it time to buy the Magnificent Seven?

Is it time to buy the Magnificent Seven?

After the recent selloff, the bull market’s most in-demand stocks look much cheaper.
stocks
Chart of the week: Did ASX companies underwhelm or impress during earnings season?

Chart of the week: Did ASX companies underwhelm or impress during earnings season?

The Chart of the Week looks at how our Fair Values changes for Australian companies during earnings season.
personal-finance
Mark to market: Annuities – will I get my money back?

Mark to market: Annuities – will I get my money back?

More retirees are looking for guaranteed returns. Mark answers 3 common questions on annuities.
stocks
16 ASX stocks to buy and hold forever, revisited

16 ASX stocks to buy and hold forever, revisited

This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now. 

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,007.700.52%
CAC 407,938.21-0.64%
DAX 4022,567.14-0.48%
Dow JONES (US)40,813.57-1.30%
FTSE 1008,542.560.02%
HKSE23,773.691.33%
NASDAQ17,303.01-1.96%
Nikkei 22536,919.120.35%
NZX 50 Index12,215.920.06%
S&P 5005,521.52-1.39%
S&P/ASX 2007,787.200.49%
SSE Composite Index3,394.271.06%
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?