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Douglas Morris - CEO of Sharesight

"I've eaten many Texas-shaped waffles."

· Podcast Episodes

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 especially in the gravy train that is superannuation
  • Annualised performance and how this can help your investing
Phil Muscatello & Doug Morris

And some great advice for the first time investor - buy and hold a stock that you are familiar with, do your research, download the annual report and have a look at it's chart.

There's a bonus section where we discuss some of the terms that you may be unfamiliar with. We talked about GICS which is the Global Industry Classification Standard. It's worth just having a look at the ASX and what it's made up of.  Here's a site that gives a nice overview.

Sharesight Portfolio Tracking

 

Sharesight are pleased to extend a SPECIAL OFFER to listeners:

 

2 months free on an annual premium plan!

 

Try the Starter, Investor or Expert Plan. There’s a 7 day free trial where you can experience the full power of Sharesight portfolio management. I know some of you are listening in countries not lucky enough to be Australia.

Sharesight supports 30 of the world’s great exchanges.

Go to sharesight.com/sharesforbeginners and sign up now for a free trial before taking advantage of this offer of 2 free months.

 

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