Morningstar Australia - Empowering Investor Success
stocks
Unconventional wisdom: A top performing ‘AI share’ accidently ended up in my portfolio
Trying to make sense of a share caught up in irrational exuberance.
etfs
Young & Invested: Do you need both IVV and NDQ in your portfolio?
A closer look at the illusion of choice in a concentrated market.
personal-finance
Div 296 may mean your estate pays tax on assets your beneficiaries never receive
Exploring the unintended consequences of Division 296 when the tax and the asset decouple.
stocks
Jet fuel price spike weighing on Australian airline profits
Fuel volatility can lead to short-term earnings swings but all players bear the cost almost equally.
stocks
What did Morningstar subscribers buy and sell during March?
How the most traded shares in March stack up against our analysts views.
retirement
How much you need in super if you retire without a home
In this episode of Investing Compass, Mark and Shani run through the numbers if you don’t own a home in retirement.
personal-finance
A checklist for financial fitness
We are constantly comparing ourselves to others but savvy investors focus on progress against goals.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Zip Co Ltd ZIP | 2.38 | 16.10% |
| Telstra Group Ltd TLS | 5.32 | 0.37% |
| Liontown Ltd LTR | 2.19 | 5.56% |
| PLS Group Ltd PLS | 5.98 | 4.73% |
| Sigma Healthcare Ltd SIG | 2.79 | 1.64% |
| Santos Ltd STO | 7.63 | 0.26% |
| BHP Group Ltd BHP | 55.86 | 0.11% |
| National Storage REIT NSR | 2.80 | 0.18% |
| Woodside Energy Group Ltd WDS | 32.74 | 0.23% |
| Droneshield Ltd DRO | 3.50 | 3.58% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 9,148.30 | 0.14% |
| CAC 40 | 8,262.70 | -0.14% |
| DAX 40 | 24,154.47 | 0.36% |
| Dow JONES (US) | 48,578.72 | 0.24% |
| FTSE 100 | 10,589.99 | 0.29% |
| HKSE | 26,043.37 | -1.33% |
| NASDAQ | 24,102.70 | 0.36% |
| Nikkei 225 | 58,930.87 | -0.99% |
| NZX 50 Index | 12,986.39 | -0.61% |
| S&P 500 | 7,041.28 | 0.26% |
| S&P/ASX 200 | 8,926.90 | 0.19% |
| SSE Composite Index | 4,048.04 | -0.19% |
Specialists
Mark LaMonica, CFA
Tyger Fitzpatrick
James Gruber
etfs
Future Focus: Build a 3 ETF portfolio in 2026
As valuations temper and market returns become subdued, focus on keeping more of what you earn.
personal-finance
Future Focus: Tax alpha is becoming more important than market returns
As valuations temper and market returns become subdued, focus on keeping more of what you earn.
personal-finance
Future Focus: The risk of institutional thinking in personal portfolios
Where we have a one up over professionals, and where we need to be cautious.
etfs
Unconventional wisdom: ASX ETF and LIC dividend champions
Lessons from ETFs and LICs that have delivered over the last decade.
personal-finance
Unconventional wisdom: ASX dividend champions
Lessons from a list of 20 ASX shares that have delivered over the last decade.
stocks
Unconventional wisdom: A modern day bank run
Is the economy and investor portfolios at risk from a potential ‘bank run’ in private credit?
etfs
Young & Invested: Why some of the most popular ASX ETFs might not be safe
A closer look at the imbalance driving returns in Australia.
personal-finance
Young & Invested: What I think is wrong with ETFs
Looking back at some of the biggest mistakes I’ve made as an ETF investor.
personal-finance
Young & Invested: What happens if property prices go backwards?
Could a generation of new buyers could be left trapped if the market turns?