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Morningstar Australia - Empowering Investor Success

personal-finance
This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
stocks

The market is underestimating this cheap ASX miner

The shares remain undervalued as we anticipate higher sales from lower-cost mines driving improved margins. 
etfs

The best ETF for exposure to the ASX 200

An exploration of popular ASX 200 ETFs by comparing IOZ, STW and an equal weighted option. 
personal-finance

Lessons all investors can learn from the FIRE movement

FIRE devotees focus on frugality, saving lots of money and retiring early – even if that is not your goal there are lessons from their approach. 
stocks

Taxing unrealised super capital gains – is there a better idea?

The efficacy and fairness of establishing an unrealised gains tax regime will hopefully be hotly debated at the next election. We need better ideas on how to use the strategic and unique benefits of our massive super funds.
personal-finance

Providing investors with the tools they need to thrive: Shani’s top articles from May

Morningstar’s Senior Investment Specialist provided tools and insights for investor to achieve their goals. 
stocks

Is this ASX share the next multi-bagger?

Applying lessons from a recent examination of Pro Medicus to explore the chances of another ASX share turning into the next multi-bagger.  

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
Scentre Group SCG 3.15 1.61%
Mirvac Group MGR 1.96 1.29%
Telstra Group Ltd TLS 3.47 0.87%
Alumina Ltd AWC 1.90 4.41%
Vicinity Centres VCX 1.95 2.09%
Patriot Battery Metals Inc PMT 0.87 1.75%
Pilbara Minerals Ltd PLS 3.79 0.26%
Stockland Corp Ltd SGP 4.50 0.90%
Zip Co Ltd ZIP 1.14 1.79%
Sayona Mining Ltd SYA 0.05 9.76%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries 7,970.80 0.95%
CAC 40 7,992.87 0.18%
DAX 40 18,497.94 0.01%
Dow JONES (US) 38,686.32 1.51%
FTSE 100 8,275.38 0.54%
HKSE 18,079.61 -0.83%
NASDAQ 16,735.02 -0.01%
Nikkei 225 38,487.90 1.14%
NZX 50 Index 11,867.29 2.68%
S&P 500 5,277.51 0.80%
S&P/ASX 200 7,701.70 0.96%
SSE Composite Index 3,086.81 -0.16%
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.