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

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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

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