Latest posts
What is the Compound Annual Growth Rate (CAGR)?
The CAGR is one of several metrics investors can use to measure and compare the past performance of investments or project expected future returns.
Mutual Funds vs. ETFs in Canada
In this blog we’ll explore how mutual funds and ETFs differ, and what you need to look out for if you’re a Canadian looking to invest.
4 ways to reduce your investment risk
If the thought of potentially losing the money you invest scares you (you’re not alone), don't reject investing entirely, here's how to reduce investment risks.
What is a stock transfer agent?
A stock transfer agent acts as the official record keeper for publicly traded companies to track the individuals/entities that own stocks or bonds in a company.
Time-Weighted vs Money-Weighted Rates of Return
We often get asked the difference between time-weighted versus money-weighted returns when calculating portfolio performance. Let's dive into the differences.
How to track exchange-traded funds (ETFs)
Like all investments, it’s critical to track the performance of and distributions earned by exchange-traded funds (ETFs) in your portfolio.
What is a real estate investment trust (REIT)?
REITs offer investors an alternative to direct property investing by offering exposure to the property market through a listed investment vehicle.
What is an Open-Ended Investment Company (OEIC)?
Open-Ended Investment Companies or OEICs are investment vehicles established as companies that are similar to both Unit Trusts and Exchange Traded Funds (ETFs).
How to interpret the P/E ratio
The Price to Earnings ratio (P/E ratio) can can hide a number of subtleties, so it's important to understand what you're looking at when interpreting the data.
What is a capital dividend?
Keep reading to learn more about how capital dividends work, the advantages and disadvantages of capital dividends and how you can track them in Sharesight.
What are custodial vs. non-custodial investments?
We explain the purpose of a custodian, the difference between custodial and non-custodial investments, and the potential risks of these third-party investments.
6 key metrics every dividend investor must track
This post explains what dividend investing is, 6 key metrics dividend investors should be tracking and how investors can track dividend stocks in Sharesight.