Latest posts
Mutual Funds vs ETFs in the UK - what are the differences?
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.
3 reasons why you need to be tracking dividends
Dividend tracking might seem ‘unsexy’ compared to tracking capital growth, but dividends income can have a material impact on your investment portfolio returns.
Five key characteristics of quality companies in reporting season
We look for quality companies, which we define as having five key characteristics. Here's how to identify them during reporting season.
Q&A with Baubre Murray
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.
What investors need to know about stock splits
This article explains different types of stock splits, looks at recent examples, and shows how Sharesight helps you track the impact of stock splits.
The tax admin trap for Australian ETF investors
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.
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.