Australian Investors Podcast 10 most bought Aussie & US stocks, how to track your portfolio for tax and performance, plus the rise of ETFs, ft. Sharesight's Doug Morris
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, Owen Rask asks Doug about all the interesting -- but often not talked about questions -- such as 'what are investors *actually* doing with their portfolios?
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
Join Sharesight now: https://portfolio.sharesight.com/signup/?utm_source=RASK
Sharesight top 20 ASX trades for 2023: https://www.sharesight.com/blog/sharesight-top-20-asx-trades-fy22-23/
Resources
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J.P. Morgan Asset Management
The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
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