Doug Morris - Sharesight Portfolio Management | Bench-pressing the benchmark

Stocks for Beginners

Philip Muscatello and Philip Muscatello - Investment Education for the Stock Market에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Philip Muscatello and Philip Muscatello - Investment Education for the Stock Market 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2y ago 27:16

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Doug Morris is the CEO of Sharesight, a portfolio tracking tool that began as a father-son project in New Zealand. It has grown into a global enterprise with a team of 50. Doug shares the origins of Sharesight and provides insights into the most popular US trades, highlighting the tech companies' dominance. He also shares a fascinating statistic: the top 10 companies make up a third of the S&P 500's market cap, but account for 96% of the return.

We explore the importance of benchmarking and how it can help you understand how your money is working for you. Doug explains how Sharesight shows annualized returns net of fees, offering an apples-to-apples comparison to your chosed benchmark. Users can monitor and customize the asset class breakdown of their investments, while automatically tracking dividends and portfolio performance.

https://www.stocksforbeginners.net/blog/dougmorrisjuly23

Phil's Linktree: https://linktr.ee/phil_muscatello

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.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.

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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