Morningstar Australia - Empowering Investor Success
personal-finance
Young & Invested: How many ETFs should you have in your portfolio?
Avoiding portfolio diworsification.
etfs
Should you invest in Geared ETFs?
This episode unpacks how they work, why they’re popular and risks that many investors overlook.
stocks
ASX gold miner overvalued despite stronger gold prices
Higher gold prices boosted profit yet shares remain materially overvalued.
personal-finance
3 big questions to ask your aging parents
Talk to them about finances, estate planning and living arrangements.
personal-finance
The missing link in the CGT debate
The removal of the CGT discount could affect both capital allocation and productivity growth.
stocks
ASX energy giant undervalued despite commissioning challenges
Near-term hurdles, long-term upside.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Liontown Ltd LTR | 1.11 | 7.92% |
| PLS Group Ltd PLS | 4.10 | 1.49% |
| Sigma Healthcare Ltd SIG | 2.98 | 2.76% |
| Droneshield Ltd DRO | 1.79 | 0.83% |
| Telstra Group Ltd TLS | 5.06 | 1.00% |
| Viva Energy Group Ltd VEA | 2.73 | 3.02% |
| Stockland Corp Ltd SGP | 4.44 | 4.96% |
| AMP Ltd AMP | 2.19 | 2.34% |
| Mirvac Group MGR | 1.82 | 3.42% |
| Santos Ltd STO | 7.77 | 0.00% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,199.70 | 0.33% |
| CAC 40 | 8,408.27 | -0.60% |
| DAX 40 | 25,460.48 | -0.01% |
| Dow JONES (US) | 52,257.87 | -0.93% |
| FTSE 100 | 10,908.41 | 0.34% |
| HKSE | 25,807.92 | 1.96% |
| NASDAQ | 25,044.92 | 0.68% |
| Nikkei 225 | 61,434.19 | -1.49% |
| NZX 50 Index | 13,976.67 | 0.83% |
| S&P 500 | 7,449.82 | 0.28% |
| S&P/ASX 200 | 9,038.60 | 0.39% |
| SSE Composite Index | 3,828.47 | 0.40% |
Specialists
Mark LaMonica, CFA
Shani Jayamanne
Tyger Fitzpatrick
James Gruber
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?
High net worth doesn’t always translate into financial flexibility.
retirement
Future Focus: Why your super isn’t going to be enough
The game has changed. Focus on finding a number that takes your circumstances into account.
personal-finance
Future Focus: One of the most generous tax breaks in Australia
But only if people owning a home get it right.
personal-finance
Unconventional wisdom: Five ways to invest smarter under the new tax regime
Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
retirement
Unconventional wisdom: Could you increase your retirement spending by 66%?
A major retirement study suggests many retirees could safely spend far more than they do - but fear and uncertainty keep wallets closed.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI
What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
personal-finance
Young & Invested: The federal budget’s hidden trade-offs
My take on a budget sold as intergenerational reform, but built on contradictions.
etfs
Young & Invested: Is your ETF really worth the price you’re paying?
We’ve devised a new metric to reveal whether your ETF is competitively priced.
etfs
Young & Invested: Can this ETF solve the ASX’s concentration problem?
When half your ETF goes into ten companies, it pays to look for alternatives.