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PORTFOLIO News & Analysis

Transitioning to a ‘grown up’ portfolio
Personal Finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
Shani Jayamanne | 13 February 2025
Future Focus: Read this before you pick an ETF
ETFs
Future Focus: Read this before you pick an ETF
I run through the considerations for picking an ETF for your portfolio. 
Shani Jayamanne | 14 January 2025
Creating a bulletproof investment portfolio
Personal Finance
Creating a bulletproof investment portfolio
Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of...
James Gruber | 16 September 2024
Build a portfolio with 3 ETFs
ETFs
Build a portfolio with 3 ETFs
Investing doesn’t need to be complicated.
Shani Jayamanne | 23 July 2024
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
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