Doug Morris - Sharesight Portfolio Management | Tracking to Win!

Doug Morris - Sharesight Portfolio Management | Tracking to Win!

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
  • Old School open-cry markets trading commodities in Chicago
  • 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


Here's a link to the blog post: https://www.stocksforbeginners.net/blog/dougmorris


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/stocksforbeginners

Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.

Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.


Phil's Linktree: https://linktr.ee/phil_muscatello


Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

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

Jaksot(240)

Andrea Unger - Finding Rules to Invest With.

Andrea Unger - Finding Rules to Invest With.

Known as the only Four-Time World Trading Champion (2008, 2009, 2010, and 2012), Andrea Unger has been a full-time professional trader since 2001 and honorary member of SIAT (Italian Society of Techni...

2 Elo 202131min

Joe Koster – Sorfis Investments

Joe Koster – Sorfis Investments

Joe Koster is the Managing Member and Portfolio Manager at Sorfis Investments, LLC. When Joe was first reading Franklin’s autobiography and learning about his Thirteen Virtues, he noticed that the fir...

26 Heinä 202127min

Gil Baumgarten - Don't be FOOLI$H

Gil Baumgarten - Don't be FOOLI$H

Gil Baumgarten is the Founder and President of Segment Wealth Management, a top-10 firm in Houston. He is a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked amon...

19 Heinä 202127min

Ian Hunter – Hunter Value Capital

Ian Hunter – Hunter Value Capital

If you had the chance to grill the CEO, what questions would you ask? Ian Hunter is Founder and Managing Partner at Hunter Value Capital. Ian meets with 50-100 CEOs each year in the tech, software, cr...

13 Heinä 202126min

Steven Kiel – The Art of Investing

Steven Kiel – The Art of Investing

Can a military background arm you for better investing? When analyzing stocks you have to plan for a range of potential outcomes, manage risk and understand that things don’t always work out as planne...

6 Heinä 202128min

Stocks for Beginners Quick Tip - Understanding Asset Classes

Stocks for Beginners Quick Tip - Understanding Asset Classes

Terri Duhon is an Award Winning Educator, TEDx Speaker, Board Director, Finance and Risk Expert. In this Quick Tip she explains asset classes and why they are important to understand in constructing y...

30 Kesä 20212min

Daniel B Kline – Time is on Your Side

Daniel B Kline – Time is on Your Side

7investing has 7 principles and I’m pleased to welcome Dan Kline to talk about these so that you can learn about how you can use them to improve your investing.https://7investing.com/“Owning individua...

24 Kesä 202131min

Beer in Front of Investing

Beer in Front of Investing

Beer and investing are two of my favourite things, so it was a blast to be invited on to the Beer In Front Podcast hosted by the redoubtable Dave Zalitoris. We talked a little about me, some basics on...

11 Kesä 202116min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-lahtijat
rss-sisalto-kuntoon
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
herrasmieshakkerit
rahapuhetta
lakicast
rss-porssipuhetta
asuntoasiaa-paivakirjat
rss-set-for-life-sijoita-ja-vaurastu
rss-viisas-raha-podi
rss-vaikuttavan-opettajan-vierella