Doug Morris - Sharesight on-line portfolio tracking

Doug Morris - Sharesight on-line portfolio tracking

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.

Episoder(236)

Tyler Tucci - SynerAI Foliko | Investing with artificial intelligence

Tyler Tucci - SynerAI Foliko | Investing with artificial intelligence

Researching individual stocks can take a lot of time. In one particular case there were 8,599 news articles since January 1 this year that would have taken 860 hours to read. Add to that some historic...

27 Nov 202229min

Gary Brode - Deep Knowledge Investing | Energy, Debt and Currencies

Gary Brode - Deep Knowledge Investing | Energy, Debt and Currencies

I can't believe it's been over a year since I've had Gary on the podcast. It's been great to catch up with him and to keep following his thoughts on his twitter feed. He always takes a clear position,...

22 Nov 202238min

QUICK TIP - Behind The Balance Sheet

QUICK TIP - Behind The Balance Sheet

Stephen Clapham is the founder of Behind the Balance Sheet. He’s had a 25-year career as an investment analyst. He now offers training to professional investment analysts, portfolio managers and priva...

19 Nov 20229min

Simon Ree - The Tao of Trading

Simon Ree - The Tao of Trading

Simon Ree is the author of The Tao Of Trading: How To Build Abundant Wealth In Any Market Condition. But why does the world need another book on options trading? There are already hundreds of them out...

15 Nov 202229min

Mathew Hodge - Morningstar | The Good The Bad and The Ugly of Mining

Mathew Hodge - Morningstar | The Good The Bad and The Ugly of Mining

"Australia’s mining industry is a pillar of the Australian economy, with the country being one of the world’s largest exporters of coal, iron ore, bauxite, alumina, and many other resources. The gross...

8 Nov 202240min

QUICK TIP - Valuation, Safety and Timing

QUICK TIP - Valuation, Safety and Timing

Valuation Safety and timing. These are the 3 pillars of successful investing according to Todd Shaffer, Manager of Research at VectorVest. In this QuickTip he talks about price action, risk and search...

5 Nov 20229min

Louis Barajas - OPPORTUNITY KNOCK$ | Financial independence and security

Louis Barajas - OPPORTUNITY KNOCK$ | Financial independence and security

Premiering this Fall/Winter on PBS stations, Opportunity Knock$ will pair six geographically and demographically diverse families with one of three expert coaches to help them chart a path out of debt...

1 Nov 202236min

QUICK TIP - An ocean of money

QUICK TIP - An ocean of money

Codie Sanchez is a former mutual fund manager at Goldman Sachs and a consultant to Facebook, Apple, and Amazon. She earned her MBA from Georgetown University and received her Ph.D. from FGV in Brazil....

29 Okt 20227min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
utbytte
rss-sunn-okonomi
finansredaksjonen
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse
stormkast-med-valebrokk-stordalen
liberal-halvtime
arcticpodden