August 2021
- Opinion
- Portfolio management
The right way to rebalance your portfolio
Strike a balance that keeps your portfolio broadly aligned with your target asset allocation, while ensuring you aren’t trading too frequently and racking up costs.
June 2021
- Opinion
- Portfolio management
Why bonds still matter in your portfolio
Given lower expected returns, they’re a diversifier of overall risk, with shares still likely to do the heavy lifting in delivering return requirements.
April 2021
- Opinion
- Sharemarket
‘Core-satellite’ approach gets best of active and index investing
This concept recognises the fundamental differences between the two and combines the best aspects of both to construct a portfolio.
June 2020
- Opinion
- Portfolio diversification
Rebalance to get risk levels right and a better recovery
A rebalanced portfolio is more likely to closely align with targeted asset allocation and aid investment recovery than one that is never altered.
May 2020
- Opinion
- Investing
Better way for retirees to ride out COVID-19 storm
Rather than flounder in the face of dividend cuts, income seekers can use a different approach that smooths out volatile years.
February 2020
- Opinion
- Portfolio management
Now is the time to rebalance your portfolio
The best way to protect your investments from a downturn is to revisit your asset allocation.