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PORTFOLIO News & Analysis

The US dollar looks overvalued. Should individual investors care?
Personal Finance
The US dollar looks overvalued. Should individual investors care?
Some things are a lot more important to professional investors than everybody else.
Joseph Taylor | 05 June 2025
Young & Invested: Are robo advisers worth it?
Personal Finance
Young & Invested: Are robo advisers worth it?
Can investing be made simple?
Simonelle Mody | 04 June 2025
Chart of the Week: Is Bitcoin the best answer to portfolio diversification?
Personal Finance
Chart of the Week: Is Bitcoin the best answer to portfolio diversification?
This week’s chart looks at Bitcoin’s correlation to the equity market.
Shani Jayamanne | 21 May 2025
Why delaying capital gains tax can boost your returns
Personal Finance
Why delaying capital gains tax can boost your returns
In this week’s episode of Investing Compass, we look at ways you can lower the impact of tax on your returns.
Shani Jayamanne | 14 May 2025
Micro-investing apps vs ETFs
Personal Finance
Micro-investing apps vs ETFs
The difference and how to choose between the big players
Shani Jayamanne | 12 May 2025
The ASX’s most shorted stocks
Stocks
The ASX’s most shorted stocks
The stocks where investors have lost faith and taken active bets against their success, and our analysts’ thoughts on the stocks.
Shani Jayamanne | 12 May 2025
Future Focus: How to successfully monitor your portfolio
Personal Finance
Future Focus: How to successfully monitor your portfolio
For successful investors, your job doesn’t end when you hit ‘buy’.
Shani Jayamanne | 06 May 2025
Young & Invested: The beginner ETF portfolio
Personal Finance
Young & Invested: The beginner ETF portfolio
Diving into ETFs can often be overwhelming.
Simonelle Mody | 30 April 2025
Building a 3 ETF portfolio in 2025
ETFs
Building a 3 ETF portfolio in 2025
This week’s episode of Investing Compass looks at building a 3 ETF portfolio with Morningstar research and data.
Shani Jayamanne | 24 March 2025
Future Focus: 3 lessons we can learn from a man responsible for $16 trillion
Personal Finance
Future Focus: 3 lessons we can learn from a man responsible for $16 trillion
Vanguard’s new CEO shares fundamental lessons for investors on how he sees the world.
Shani Jayamanne | 24 March 2025