Topic: Investing Tips

With the outlook for dividend income uncertain due to the impact of COVID-19, it’s more important than ever for investors to keep track of their portfolio.

It’s important for investors to keep track of their dividends, including factors such as price, paid and ex dates, dividend reinvestment plans and taxes.

In times of heightened market volatility, it’s crucial for SMSF trustees to review and rebalance their portfolio, diversifying their assets as necessary.

This article explores the various types of ETFs available to investors, how they differ, and the roles they play in building an investment portfolio.

Elevated levels of market volatility can be challenging for investors but with this comes opportunity to both minimise risks and maximise opportunities.

To DRP, or not to DRP: that is the question. Find out the various pros and cons of partaking in dividend reinvestment plans (also known as DRPs or DRIPs).

While no general capital gains tax applies in New Zealand, a tax on gains made may apply to NZ investors who trade in equity or foreign debt investments.

If you own any dividend paying stocks, it’s important to understand what ex-dividend dates are and how they might shape your personal investing strategy.

Find out how brokerage fees impact your investment performance as we look at Sharesight’s data on brokerage cost and explore the trend towards low-cost brokers.

Special-Purpose Acquisition Companies or SPACs are a structure for companies to raise capital instead of via an IPO. Here’s what investors need to know.

In this article we detail what mutual funds and ETFs are, how they differ, and what you need to look out for if you’re looking to invest in either in the UK.

Dividend tracking might seem ‘unsexy’ compared to tracking capital growth, but dividends income can have a material impact on your investment portfolio returns.

We look for quality companies, which we define as having five key characteristics. Here’s how to identify them during reporting season.

Baubre is a Sharesight user and a Chartered Accountant based in Wellington NZ who recently published a personal finance book entitled Stop Worrying About Money.

Despite many advantages, ETFs can become a tax administration nightmare for investors who choose to go off-platform or don’t rely on a managed service.

To help SMSF trustees compare their portfolios to their peers, we’ve crunched the numbers on the 20 most held shares by SMSF portfolios tracked in Sharesight.