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PORTFOLIO REVIEW News & Analysis

Happy New Financial Year- here’s 7 steps to review your portfolio
Personal Finance
Happy New Financial Year- here’s 7 steps to review your portfolio
Review your portfolio and position yourself for the future
Christine Benz | 01 July 2024
What I’ve done right with my portfolio
Personal Finance
What I’ve done right with my portfolio
Christine Benz shares some of her investing wins. Was it luck or skill?
Christine Benz | 29 April 2024
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
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
Top portfolio tips for 2023
Personal Finance
Top portfolio tips for 2023
While the market environment remains uncertain, there are a few key changes worth considering.
Amy C. Arnott | 27 December 2022
7 investing lessons from my years at Morningstar
Personal Finance
7 investing lessons from my years at Morningstar
Always remember to go beyond the label, stick to your investing guns (and goals) and consolidate those super accounts.
Emma Rapaport | 20 May 2022
On the brink of a bear market – what you should do next: Editor’s Note
Personal Finance
On the brink of a bear market – what you should do next: Editor’s Note
Faced with the prospect of a lengthy downturn, it’s time for resilience in minds and portfolios – the grit to respond in a way that not...
Emma Rapaport | 16 May 2022
Is it time to recession-proof your portfolio?
Video
Is it time to recession-proof your portfolio?
Here's what investors who are worried about a recession should consider today.
Christine Benz | 11 May 2022
Should you adjust your asset allocation for higher rates?
Retirement
Should you adjust your asset allocation for higher rates?
Amid rising inflation and interest rates and geopolitical tensions, it could be time for investors revsit their portfolios.
Anthony Fensom | 15 March 2022
Is your portfolio ready for rising interest rates?
Personal Finance
Is your portfolio ready for rising interest rates?
With rates on the move, here's how to assess your stock, bond, and cash holdings.
Christine Benz | 22 February 2022