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PORTFOLIO News & Analysis

What’s the surest route to investing excellence?
Personal Finance
What’s the surest route to investing excellence?
Hint: It’s not about pursuing perfection.
Jeffrey Ptak | 27 September 2023
Want to invest successfully? Stop trying to make sense of it
Personal Finance
Want to invest successfully? Stop trying to make sense of it
Narratives are important in investing, but we may not be doing ourselves any favours in clinging to misleading impressions.
Jeffrey Ptak | 24 September 2023
3 ways to uncomplicate your retirement portfolio
Personal Finance
3 ways to uncomplicate your retirement portfolio
Retirement planning is complicated. Your retirement portfolio shouldn’t be.
Christine Benz | 20 September 2023
4 dangerous assumptions that could ruin your retirement
Personal Finance
4 dangerous assumptions that could ruin your retirement
By the time retirement savers realise the error of their ways, it may be too late
Christine Benz | 19 September 2023
Morningstar Model Income Equity Portfolio: August 2023 performance
Stocks
Morningstar Model Income Equity Portfolio: August 2023 performance
Morningstar's Model Income Equity Portfolio is an actively managed concentrated portfolio consisting of stocks in the S&P/ASX 200 Index.
Nimalan Govender | 13 September 2023
How to benchmark your portfolio
Personal Finance
How to benchmark your portfolio
If you’re evaluating your portfolio, make sure you’re using a benchmark that reflects what you’re actually trying to see.
Christine Benz | 13 September 2023
Vale, Harry Markowitz
Personal Finance
Vale, Harry Markowitz
Graham Hand revists three interviews with famed economist Harry Markowitz.
Graham Hand | 26 June 2023
Use caution when investing in a trend
ETFs
Use caution when investing in a trend
The investing industry has a love/hate relationship with thematic ETFs. We explore how a thematic ETF may fit into a well-rounded portfolio.
Joshua Peach | 05 June 2023
What high inflation means for your portfolio
Fixed Income
What high inflation means for your portfolio
History offers two key lessons on diversification in times of inflationary pressure.
Amy C. Arnott | 25 April 2023
2 ways to avoid big portfolio mistakes
Personal Finance
2 ways to avoid big portfolio mistakes
These guidelines can help investors build effective portfolios.
Amy C. Arnott | 29 March 2023