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MANAGEMENT News & Analysis

5 things professional investors do that you shouldn’t
Personal Finance
5 things professional investors do that you shouldn’t
Ignoring the compelling sounding strategies of professional investors can be hard. It just might be the secret to getting what you want out of your...
Mark Lamonica | 07 January 2025
Morningstar superannuation survey
Retirement
Morningstar superannuation survey
The top performing superannuation funds.
Shamir Popat | 18 December 2024
Should I trim this big stock market winner?
Stocks
Should I trim this big stock market winner?
A quick and large gain in share price tempted me into trimming one of my biggest holdings. Here is how I thought it through.
Joseph Taylor | 08 December 2024
Mark to market: A better investing strategy?
Personal Finance
Mark to market: A better investing strategy?
Mark answers a reader question about a shareholder yield investing strategy. 
Mark Lamonica | 22 November 2024
Are changes in investor preferences hurting returns?
Personal Finance
Are changes in investor preferences hurting returns?
Innovation in the financial services industry is providing us with more choice...but at what cost?
Mark Lamonica | 12 November 2024
Mark to market: Should investors jump on this new ETF offering?
ETFs
Mark to market: Should investors jump on this new ETF offering?
Mark answers a reader question about a growth at reasonable price investment approach and the new GARP ETF. 
Mark Lamonica | 30 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 | 23 September 2024
Concentration and the rise and fall of large companies
Personal Finance
Concentration and the rise and fall of large companies
Hedge fund Bridgewater Associates recently investigated the largest US stocks in history. Morningstar's James Gruber looked at lessons for investors. 
James Gruber | 27 August 2024
Undervalued wide moat ASX share reports
Stocks
Undervalued wide moat ASX share reports
Strong recovery bodes well for the company.
Angus Hewitt, CFA | 25 August 2024
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