What 97,000 portfolios tell us about how Australians invest
by Jessica Penny · Australian Financial ReviewJessica PennyWealth reporter
Oct 16, 2026 – 1.56pm
The growing army of retail investors in Australia has settled on a winning portfolio formula: a core of exchange-traded funds supplemented by direct shares in areas where they believe they can generate outsized returns.
Beyond this core-and-satellite portfolio structure, they share other defining traits, according to two reports released this week. They buy market dips rather than panic, they prioritise reliable income through dividends and yield-focused funds, and they avoid over-trading.
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Jessica PennyWealth reporterJessica Penny covers wealth and personal finance in The Australian Financial Review’s Sydney newsroom. Email Jessica at Jessica.penny@afr.com
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