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ASX Investor Day 2019 presentation by Sharesight

by David Olsen, Content Manager, Sharesight

Sharesight CEO Doug Morris shared our latest investing insights to investors attending the ASX Investor Day 2019 series of events in Brisbane, Melbourne and Sydney this month. Doug’s presentation made the case on the importance of portfolio tracking and the common traps investors encounter in getting the full picture of their investment performance.

ASX Investor day 2019 Sharesight

Importance of portfolio tracking

Kicking off the presentation, Doug shared the latest Sharesight data on the performance of Sharesight SMSF portfolios vs a number of superannuation and other funds - including the contributions of both dividend and capital growth on the total annualised return.

Sharesight SMSF vs markets

The five lessons for investors

Investors can learn from the mistakes of those who came before them. Doug broke down five key lessons investors need to learn and be mindful of when investing to avoid falling into common traps.

5 lessons for investors

Tracking your performance

Tracking your performance on an annualised basis gives you an apples to apples comparison when looking at the relative performance of your investments. The majority of brokers do not report annualised returns - here’s all the ways your broker’s performance numbers can mislead you.

Annualised

Not taking into account the impact of dividend income on your portfolio performance leaves you seeing only part of the picture.

dividend impact returns

Watch Doug’s full ASX Investor Day 2019 presentation here

The above few slides only capture a small number of the insights from Doug’s full presentation. You can watch his full talk below (Doug’s presentation starts at the 2hrs 03min mark).

Embedded content: www.youtube.com/watch?v=8Xxcs8sRsKk&t=7446

ASX investors love Sharesight

Sharesight was built for the needs of investors like you in mind, and makes it easy to keep track of your investment portfolio. Here’s how:

  • Automatically track your daily price & currency fluctuations, and handle corporate actions such as share splits.

  • Run powerful tax reports built for Australian investors, including Capital Gains Tax, Unrealised Capital Gains, and Taxable Income

  • See upcoming dividend payments with the Future Income Report.

  • Get the full picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology.

If you’re new to Sharesight, the best way to understand how Sharesight helps you track your investment portfolio performance is to sign up and try for yourself - get started today.

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