PERFORMANCE News & Analysis

Investors are overly optimistic about the prospects for these two ASX shares.

Many investors are influenced by how stocks have recently performed. Should they be?

The top performing superannuation funds. 

Changing your investment approach can make a significant difference in returns over the long-term. 

We break down each of the components of a total return to understand what you get at the end of your investment. 

We go through an EOFY checklist top to bottom, to ensure you’re well equipped for the financial year ahead.

Walk through a portfolio rebalancing process with us to remain focused on your end goal.  

We uncover ways to effectively think about and evaluate investment performance to avoid dangers with chasing performance.  

Stock prices distract investors from what really matters: the businesses underlying them.

A picture says a thousand words, so enjoy this 9,000-word love letter to the financial year just gone.