Category: Investing Basics

Build a solid foundation for managing an Australian investment portfolio. These guides explain the core ideas behind shares, ETFs, diversification, risk, returns, dividends, franking credits and capital gains tax in plain language. They are written for DIY investors who want to understand the decisions behind a portfolio, not just copy a list of holdings. Learn how to read common investment figures, separate price movement from income, record purchases and sales, and recognise where tax lots and holding periods affect the result. You can also explore the practical differences between a model portfolio and your current holdings, and why portfolio drift develops over time. New investors can begin with the introductory articles, while experienced investors can use the calculators and tax guides to check specific assumptions. Crowdfolio provides general information and portfolio modelling tools only. It does not consider your objectives, financial situation or needs, so verify tax matters with the ATO or a registered tax agent and seek licensed advice where appropriate.