Latest posts

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.

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.

What is an ISA in the UK?
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 start with quality, independent information
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
Investors often think they're seeing their whole portfolio picture by logging into their share registry. This is simply not the case.

What is a cumulative dividend?
Keep reading to learn how cumulative dividends work, the pros and cons of receiving cumulative dividends and how to keep track of dividends with Sharesight.