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PORTFOLIO CONSTRUCTION News & Analysis

When should you sell shares?
Personal Finance
When should you sell shares?
Plenty of people will tell you what to buy but few weigh in on when to sell. 
Mark LaMonica, CFA | 20 May 2024
Building a 3 ETF portfolio
ETFs
Building a 3 ETF portfolio
John Bogle famously advocated a two-fund portfolio of US stocks and bonds. Recently, I tried to create an Australian version of the Bogle portfolio...
James Gruber | 15 May 2024
Why I don't invest in bonds
Fixed Income
Why I don't invest in bonds
Conventional wisdom dictates that risk is synonymous with volatility. Is this something most investors should worry about and is there a better way...
Mark LaMonica, CFA | 15 May 2024
What is your personal inflation rate?
Personal Finance
What is your personal inflation rate?
A free personal inflation calculator to ensure you are accurately planning for your future
Shani Jayamanne | 07 May 2024
Are investors thinking about the wrong type of risk?
Personal Finance
Are investors thinking about the wrong type of risk?
The investment industry defines risk as volatility but for investors the real risk is not achieving your goals. 
Shani Jayamanne | 10 April 2024
Selecting ETFs and building a portfolio
ETFs
Selecting ETFs and building a portfolio
Investors are inundated with choice with ETF offerings expanding rapidly. Learn how to pick ETFs that meet you investment goals.
Mark LaMonica, CFA | 24 January 2024
How much should I have in my super?
Personal Finance
How much should I have in my super?
Looking at average superannuation balances for your age may be misleading
Shani Jayamanne | 22 January 2024
Build a portfolio with 3 ETFs: Investing Compass best of 2023
ETFs
Build a portfolio with 3 ETFs: Investing Compass best of 2023
We simplify constructing a portfolio and show how to build one with three trades.
Shani Jayamanne | 20 December 2023
Bonds are back? Not so fast
Personal Finance
Bonds are back? Not so fast
Interest rates are higher but for individual investors there is a case to be made that alternatives including dividend paying shares are still more...
Mark LaMonica, CFA | 17 October 2023
How to build a resilient investment portfolio
Personal Finance
How to build a resilient investment portfolio
Morningstar global CIO, Dan Kemp, outlines how investors can best build an 'all-weather' portfolio, including have the right asset mix, sound advice,...
James Gruber | 29 June 2023