Doug Morris is the CEO of Sharesight, a tech investing platform with over 300,000 users who use it to track their performance, their tax and more.
With so many users and a seemingly endless stream of data, I wanted to ask Doug about all the interesting — but often not talked about share investing questions — such as ‘what on earth are investors *actually* doing with their portfolios?
As Doug tells us, more Australian investors are:
- Pretty well diversified with 20-30+ stocks
- Rapidly adopting the power of ETFs
- Investing more of their portfolio overseas
- Tracking their performance
I must admit, that’s pretty refreshing to hear!
(Here I was thinking too many of us just wanted to buy ‘the next hot stock’).
In this episode of The Australian Investors Podcast, the topics covered include:
- The 10 most bought ASX shares & ETFs
- The 10 most bought US stocks
- The rise of ETFs, from 10 years ago to now – and which ETFs investors are using
- How to track your portfolio, from tax to performance
- The importance of performance reporting and knowing if you’re ‘any good’ at investing
Listen to this episode if you:
- Want to know the easiest way to track your share portfolio
- How ETFs are taxed and how that impacts your portfolio
- Know how to use Sharesight with any broker or any other asset (e.g. property)
- Discover the names of the top 10 ASX shares, US stocks and a sprinkling of ETFs, by traded volume
