Doug Morris - Sharesight Portfolio Management | Tracking to Win!

Stocks for Beginners

Sisällön tarjoaa Philip Muscatello and Philip Muscatello - Investment Education for the Stock Market. Philip Muscatello and Philip Muscatello - Investment Education for the Stock Market tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

1+ y ago 33:20

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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.

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