• Video Extra: Stars and Stripes March 2026

    In this monthly update for Stars and Stripes, Portfolio Manager Chris Copley and Director of Research Ryan Newman discuss the recent addition of Mastercard (NYSE: MA) to the portfolio and how it complements their existing holdings. Chris also highlights why some of their largest holdings are currently trading at decade-low valuations, offering a potential opportunity…

  • Video Extra: North Star March 2026

    In this monthly video update, Ryan Newman and Chris Copley dive into the strategic shifts made within the portfolio following a turbulent period for software companies. The team explains their rationale for leaning into high-quality, cash-generative businesses while carefully managing exposure to the evolving risks posed by artificial intelligence. As mentioned in the video, you…

  • Video Extra: Pro March 2026

    Ryan Newman and Chris Copley dive into a busy period for the service, detailing several recent additions and trims made to the portfolio. The team discusses their strategy for leaning into the “software sell-off,” identifying high-quality, cash-generative companies that have been unfairly beaten down by market fears surrounding AI. As mentioned in the video, you…

  • Video Extra: Dividend Investor March 2026

    Ed and Darius examine the profound impact of rising oil prices and global conflict on the Australian economy, noting how these external pressures eventually trickle down to everyday consumers. Despite this volatility, the team highlights why they believe internal and portfolio diversification remains the key to long-term success. They dive into significant recent insider buying…

  • What we know we don’t know

    While the market holds its breath for the RBA’s interest rate decision, Scott suggests that the flurry of expert predictions might be little more than a modern-day version of reading animal entrails.

  • Ulta Beauty Delivers A Mild Outlook

    Ulta Beauty delivered strong quarterly growth through effective holiday strategy and omnichannel capabilities.

  • Market Update: Oil Price Remains Volatile.

    Get the latest on how rising global tensions and impending interest rate decisions from the RBA and Federal Reserve are impacting your portfolio.

  • The best new ETF in a while

    When a new ETF lists, my natural reaction is usually: do we really need another one? But Vanguard’s newest ASX-listed ETF is worth paying attention to.

  • March Income Extra

    Our top income ideas from our Scorecard…