Latest posts

Time-weighted vs. money-weighted rates of return
Investing tips

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 (1)
Investing tips

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
Investing tips

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.

maximise retirement savings
Investing tips

How to maximise your retirement savings

by Doug Morris | Oct 12th 2021

When it comes to building wealth for retirement, the sooner you start, the sooner the magic of compounding kicks in. Here's 3 tips to maximise your nest egg.

Open-Ended Investment Company (OEIC)
Investing tips

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).

Multi-period report
Product features

See how time impacts your portfolio with the multi-period report

by Stephanie Stefanovic | Oct 5th 2021

Sharesight's Multi-Period Report presents a portfolio’s returns over up to five distinct or cumulative periods so investors can explore their true performance.

Top20 NZX monthly Sep21
Market insights

Top 20 NZX trades by Sharesight users – September 2021

by Stephanie Stefanovic | Sep 28th 2021

Welcome to the September 2021 edition of Sharesight’s monthly NZX trading snapshot, where we look at the top 20 trades Sharesight users made on the NZX.

Top 20 NASDAQ + NYSE+AMEX month Sep21
Market insights

Top 20 trades in US stocks by Sharesight users – September 2021

by Stephanie Stefanovic | Sep 28th 2021

Welcome to the September 2021 edition of Sharesight’s monthly USA trading snapshot, where we look at Sharesight users’ top 20 trades in US stocks.

Top20 ASX monthly Sep2021
Market insights

Top 20 ASX trades by Sharesight users – September 2021

by Stephanie Stefanovic | Sep 27th 2021

Welcome to the September 2021 edition of Sharesight’s monthly ASX trading snapshot, where we look at the top 20 trades Sharesight users made on the ASX.

How to interpret the PE ratio
Investing tips

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
Investing tips

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
Investing tips

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.