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Stock Transfer Agent USA

What is a stock transfer agent?

by David Olsen | Oct 29th 2021

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

Time-Weighted vs Money-Weighted Rates of Return

by David Olsen | Oct 22nd 2021

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 ETFs

How to track exchange-traded funds (ETFs)

by David Olsen | Oct 20th 2021

Like all investments, it’s critical to track the performance of and distributions earned by exchange-traded funds (ETFs) in your portfolio.

REITs

What is a real estate investment trust (REIT)?

by David Olsen | Oct 13th 2021

REITs offer investors an alternative to direct property investing by offering exposure to the property market through a listed investment vehicle.

Open-Ended Investment Company (OEIC)

What is an Open-Ended Investment Company (OEIC)?

by David Olsen | Oct 7th 2021

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 PE ratio

How to interpret the P/E ratio

by Andrew Bird | Sep 21st 2021

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

What is a capital dividend?

by Stephanie Stefanovic | Sep 19th 2021

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

What are custodial vs. non-custodial investments?

by Chris Stojcevski | Sep 16th 2021

We explain the purpose of a custodian, the difference between custodial and non-custodial investments, and the potential risks of these third-party investments.

Key metrics for dividend investors2

6 key metrics every dividend investor must track

by Prashant Mohan | Sep 13th 2021

This post explains what dividend investing is, 6 key metrics dividend investors should be tracking and how investors can track dividend stocks in Sharesight.

What is an ISA

What is an ISA in the UK?

by Stephanie Stefanovic | Sep 6th 2021

Keep reading to learn how ISAs work, including the benefits of investing with an ISA, what you can invest in and why you should track your ISA with Sharesight.

Good returns

Good returns start with quality, independent information

by Doug Morris | Aug 27th 2021

Self-directed investors need an automated solution that provides quality, independent information and actionable insights – not just vague stock data.

Why share registries aren-t enough

Why share registries aren't enough

by Doug Morris | Aug 10th 2021

Investors often think they're seeing their whole portfolio picture by logging into their share registry. This is simply not the case.