Search

Home > Stocks for Beginners > Doug Morris - Sharesight on-line portfolio tracking
Podcast: Stocks for Beginners
Episode:

Doug Morris - Sharesight on-line portfolio tracking
Category: Business
Duration: 00:35:14
Publish Date: 2020-05-18 05:44:00
Description:

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.


Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Total Play: 0

Some more Podcasts by Philip Muscatello

200+ Episodes
Stocks for B ..