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PORTFOLIO CONSTRUCTION News & Analysis

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
Morningstar Guide to Portfolio Construction
Personal Finance
Morningstar Guide to Portfolio Construction
A 4-step framework to align you portfolio to your goals
Mark LaMonica, CFA | 12 January 2025
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 | 25 November 2024
My disinterest in investments as an investment specialist
Personal Finance
My disinterest in investments as an investment specialist
Going against the grain and focusing on the real drivers of investment success
Shani Jayamanne | 16 October 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 | 13 October 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 | 02 October 2024
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 | 23 September 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 | 12 September 2024
The challenges of building a portfolio from scratch
Personal Finance
The challenges of building a portfolio from scratch
It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment...
James Gruber | 09 September 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 | 23 July 2024