Doug Morris - Sharesight on-line portfolio tracking

05/18/20 • 35 min

2 Listeners

I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you insights that can make you a more profitable investor. We cover a range of topics including:

The history of Sharesight and how it works
His previous career at Morningstar and an insight into analysis
Benchmarking your portfolio against a broader market index
The tax treatment of ETFS and those gnarly statements
Reducing costs
Annualised performance and how this can help your investing

Link to the blog post:

https://www.stocksforbeginners.net/blog/sharesight

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.

The history of Sharesight and how it works
His previous career at Morningstar and an insight into analysis
Benchmarking your portfolio against a broader market index
The tax treatment of ETFS and those gnarly statements
Reducing costs
Annualised performance and how this can help your investing

Link to the blog post:

https://www.stocksforbeginners.net/blog/sharesight

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Hosted on Acast. See acast.com/privacy for more information.

Next Episode

Daniel Reyes - Vanguard Investments

ETFs have become a dominant force in the investment world. But what is an ETF and how were they developed. It was due to a pioneer named Jack Bogle who started Vanguard and created the first ETFs I'm joined by Daniel Reyes who is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard. He's explaining the development of ETFs, actually meeting Jack Bogle over peanut butter and jelly sandwiches and more insights into how the stock market works.

Link to the blog post:

https://www.stocksforbeginners.net/blog/vanguard

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Hosted on Acast. See acast.com/privacy for more information.