Doug Morris - Sharesight on-line portfolio tracking
Stocks for Beginners18 Maj 2020

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.

Avsnitt(242)

Luke Hallard & Krzysztof Piekarski - 7investing | Wall St Wildlife

Luke Hallard & Krzysztof Piekarski - 7investing | Wall St Wildlife

I'm joined in this episode by the dynamic duo from 7Investing Luke Hallard & Krzysztof Piekarski who also host the Wall Street Wildlife podcast. They're here to guide us through the treacherous yet re...

14 Mars 202443min

Todd Wenning - Flyover Stocks | Moats, Management and Value

Todd Wenning - Flyover Stocks | Moats, Management and Value

In this episode I chat with Todd Wenning, a seasoned investment professional with experience at Ensemble Capital, Morningstar, and the Motley Fool about some of the most critical aspects of successful...

5 Mars 202433min

Rune Østgård - Fraudcoin - 1000 Years with Inflation as a Policy | Part 2

Rune Østgård - Fraudcoin - 1000 Years with Inflation as a Policy | Part 2

In the second episode of this two-part series, we welcome back Rune Østgård, a lawyer with a deep passion for monetary history and the author of "Fraudcoin: A Thousand Years with Inflation as a Policy...

15 Feb 202426min

Rune Østgård - Fraudcoin - 1000 Years with Inflation as a Policy | Part 1

Rune Østgård - Fraudcoin - 1000 Years with Inflation as a Policy | Part 1

In this episode I'm joined by Rune Østgård, a lawyer with a deep passion for monetary history and the author of "Fraudcoin: A Thousand Years with Inflation as a Policy" as we delve into the historical...

4 Feb 202433min

Simon Erickson - 7investing | 2024 Cannonball Run!

Simon Erickson - 7investing | 2024 Cannonball Run!

In this episode, we peel back the layers of the stock market to uncover the secrets of successful investing in 2024. Join us as we sit down with Simon Erickson, the visionary founder and CEO of 7inves...

29 Jan 202436min

Preston Yadegar - Shareholder Vote Exchange

Preston Yadegar - Shareholder Vote Exchange

Are you maximizing the value of your shareholder voting rights? It's a question many investors overlook, but it could be the key to unlocking additional income from your investments.Preston Yadegar is...

17 Jan 202436min

Kyle Hedman - Band of Traders Podcast | Where is Miss America?

Kyle Hedman - Band of Traders Podcast | Where is Miss America?

Join us as we dive into a candid conversation with Kyle Hedman, the voice behind the rebranded Band of Traders podcast, formerly known as Two Bulls in a China Shop. In this unscripted episode, we peel...

9 Jan 202453min

Mark LaMonica - Morningstar | The Joy of Dividends Holiday Repeat

Mark LaMonica - Morningstar | The Joy of Dividends Holiday Repeat

I hope you’re enjoying your holiday break. The next couple of weeks will be repeats while I recharge for the investing year in 2024. This episode from last year is a great overview on dividend investi...

1 Jan 202433min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
svd-tech-brief
rss-svart-marknad
rss-borsens-finest
uppgang-och-fall
avanzapodden
bathina-en-podcast
lastbilspodden
rss-dagen-med-di
fill-or-kill
24fragor
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
borsmorgon
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
montrosepodden