Latest posts
How everyday investors can access professional-grade portfolios
Model portfolios once reserved for advisers are becoming available to retail investors, offering professional design, transparency and flexibility.
What bull markets hide from investors
Bull markets make every strategy look smart — until they end. Learn what they hide and how to protect your portfolio when the trend reverses.
Top 10 mistakes financial advisers make with their clients
In this article, we discuss the 10 most common mistakes that financial advisers make with their clients (and how to avoid them).
Top countries and brokers Aussies use to invest in global markets
Looking at data from our user base, we delve into Aussie investors' favourite global markets and stocks, plus the brokers they use for international trades.
Time-weighted vs. money-weighted rates of return
We explain the difference between time and money-weighted returns, and why Sharesight uses the money-weighted method to track portfolio performance.
Top brokers Aussies use to invest in stocks and ETFs
We take a look at the most popular brokers among Sharesight users in FY24/25, focusing on investments in stocks and ETFs.
Crypto tax: What Australian investors need to know
In this article, we discuss how crypto is taxed in Australia, methods to calculate CGT, reporting requirements and more.
The investor's guide to IPOs: Risks, rewards and strategies
Discover when to invest in IPOs, how to approach them strategically, and how Sharesight helps you track and optimise your performance.
ETF overlap: How to uncover and manage hidden concentration risk
Understand ETF overlap and concentration risk through a real-world example — and see how Sharesight’s exposure report helps you uncover and avoid hidden risks.
Investing after Brexit: Managing risk through diversification
Discover how UK investors can adapt their portfolio strategy and tracking tools to stay resilient in the post-Brexit investment landscape.
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.