TOPIC

PORTFOLIO MONITORING News & Analysis

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
Unconventional wisdom: A simple way to better returns
Personal Finance
Unconventional wisdom: A simple way to better returns
What can the mating rituals of the Bowerbird teach us about investing.
Mark Lamonica | 26 February 2025
Mark to market: Creating a ETF portfolio to hold for life
Personal Finance
Mark to market: Creating a ETF portfolio to hold for life
Mark answers a question from Alan about creating a portfolio that you don’t change for your investment life.
Mark Lamonica | 24 August 2024
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
Are you making these 4 common portfolio mistakes?
Personal Finance
Are you making these 4 common portfolio mistakes?
Problem spots in real-world portfolios—and how to fix them.
Christine Benz | 15 June 2023
Investing compass: Creating a portfolio with one trade
ETFs
Investing compass: Creating a portfolio with one trade
A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide...
Mark Lamonica | 11 April 2023
My self-managed superannuation fund investments — Part 1
Retirement
My self-managed superannuation fund investments — Part 1
In this first article, I will outline the funds I selected for my own SMSF in two of the most difficult asset classes—bonds and international...
Ross MacMillan | 03 April 2023
3 ways to simplify your investment portfolio in 2023
Personal Finance
3 ways to simplify your investment portfolio in 2023
Here are some easy investing strategies for those resolved to streamline their portfolios in the new year.
Susan Dziubinski | 28 December 2022
How to handle geopolitical risk in your portfolio
Personal Finance
How to handle geopolitical risk in your portfolio
As western governments advise citizens to leave Ukraine, we consider how investors can ride out geopolitical events involving conflict.
Marco Caprotti | 15 February 2022
New year, new you: Slimming down a portfolio
Personal Finance
New year, new you: Slimming down a portfolio
Three suggestions for decluttering your holdings.
Lewis Jackson | 14 January 2022