Performance of the top 20 SMSF shares in FY19/20
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.
7 reasons why Sharesight is better than a spreadsheet
Here's why Sharesight is better for tracking your investment portfolio than manually entering all of your holdings, trades, and dividends in a spreadsheet.
How to calculate franking credits on your portfolio
Fully franked dividends carry tax paid on profits at the company tax rate of 30% and are highly valued by investors - here's how to calculate franking credits.
COVID-19 volatility puts spotlight on tax-loss selling
Tax loss selling is a strategy some investors leverage during the financial year with a view to reduce their capital gains tax liabilities.
What is the Foreign Investment Funds (FIF) Tax in New Zealand?
The FIF regime means you need to know which investments are considered foreign investment funds, how to calculate FIF income and how it impacts your portfolio.
Worst oil shock in history? What it means for your wealth
I was born just after the 1973 oil shock. A time when the country was running ‘carless days’ to deal with the very opposite problem of today.
How much money do you need to save for retirement?
To save enough money for a your retirement, it pays to calculate your target nest egg now to help guide how you invest to achieve your retirement income goals.
What is loss aversion and how to protect yourself from it
In this blog, we look at what loss aversion is, explore examples of how it manifests itself in investing and how you can protect yourself from it.
Are Australian investors investing in Asia
While Australian's tend to be more internationally diversified than the average investor, only 4% of Australian paid users invest directly in Asian markets.
Diary of a small cap growth investor - Feb 2020 update
The last three months have been pretty kind to me. My portfolio has gained 8.8%, which is slightly better than the ASX 200 ETF that I use as a benchmark.
Track Livewire's most tipped stocks for 2020
We've partnered with Livewire again, to help you track their top picks from fund managers as well as the top picks from Livewire readers for 2020.
What is quantitative-value investing?
As its name implies, quantitative-value investing merges mathematical analysis used by quantitative investors with the principles of value investing.