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SIMPLE INVESTMENT PORTFOLIO News & Analysis

Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Personal Finance
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Industry Super Funds all use a similar investment strategy based on the ‘Yale model’. There are signs it might not work as well in the...
Mark LaMonica, CFA | 27 February 2025
Unconventional wisdom: Add certainty to your retirement
Retirement
Unconventional wisdom: Add certainty to your retirement
What a trip to Monte Carlo can teach you about having a more secure retirement. 
Mark LaMonica, CFA | 20 February 2025
Unconventional wisdom: Are passive ETFs leading to lower returns?
Personal Finance
Unconventional wisdom: Are passive ETFs leading to lower returns?
Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
Mark LaMonica, CFA | 14 February 2025
Unconventional wisdom: A controversial income pick
Stocks
Unconventional wisdom: A controversial income pick
Rigid definitions of income and growth shares may be holding investors back.
Mark LaMonica, CFA | 07 February 2025
Unconventional wisdom: The not so inevitable investment case for AI
Personal Finance
Unconventional wisdom: The not so inevitable investment case for AI
Investors overpay for stories and some are too good to be true.
Mark LaMonica, CFA | 30 January 2025
Unconventional wisdom: Don’t play Russian Roulette with your finances
Personal Finance
Unconventional wisdom: Don’t play Russian Roulette with your finances
Resilience is an underappreciated quality in a portfolio and life.
Mark LaMonica, CFA | 24 January 2025
Unconventional wisdom: 3 things you won't find in my portfolio
Personal Finance
Unconventional wisdom: 3 things you won't find in my portfolio
What we choose not to buy may be the most important financial decision we make. 
Mark LaMonica, CFA | 17 January 2025
Unconventional wisdom: A simple way to better returns
Personal Finance
Unconventional wisdom: A simple way to better returns
What can the mating rituals of the Bowerbird teach us about investing.
Mark LaMonica, CFA | 11 January 2025
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
Mark to market: Creating a ETF portfolio to hold for life
Personal Finance
Mark to market: Creating a ETF portfolio to hold for life
Mark answers a question from Alan about creating a portfolio that you don’t change for your investment life.
Morningstar | 24 August 2024