Start the new financial year with your best foot forward
Our pick of resources to getting your portfolio in good shape for FY26
Happy New Financial Year. Many investors choose to conduct their portfolio reviews during this time. Most of the hard work is done for us. This is the time of year that we receive our income statements and annual statements from investments.
Use this time to your advantage. Below, we’ve included our best resources for your reviews.
How to successfully monitor your portfolio: For successful investors, your job doesn’t end when you hit ‘buy’.
Why this might be the wrong ETF for Aussie equity exposure: Mark goes through the process of playing devil’s advocate for his ETF choice for Australian equity exposure. An important exercise for all investors, as it ensures that there are no biases at play and helps you make a strong decision about securities that you choose to include or exclude in your portfolio. He runs through detailed analysis for why it should be included in his portfolio.
Are you wealthy? These are some of the factors that determine if you’re doing well. Assess how you’re doing during your EOFY review. You can watch the video with Mark and Shani below.
Should I sell this high flying share?: Mark reviews his portfolio and realises he has a dilemma of how to handle a position in his portfolio that has grown too large.
Transitioning to a ‘grown up’ portfolio. You’ve reviewed your portfolio and realised that some holdings don’t align with your goals anymore. What do you do when you have made investments in the past that you no longer believe in?
Portfolio rebalancing key to managing risk: Should rebalancing be part of your portfolio review and maintenance? Financial advisers say becoming overweight the winners may expose your portfolio to greater risk, writes Nicki Bourlioufas.
Your year-end portfolio review: In six easy steps.
Invest Your Way
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast and written on morningstar.com.au to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey – Invest Your Way. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!
