Latest posts
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.
How to track exchange-traded funds (ETFs)
Like all investments, it’s critical to track the performance of and distributions earned by exchange-traded funds (ETFs) in your portfolio.
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.
How to maximise your retirement savings
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.
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).
See how time impacts your portfolio with the multi-period report
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.
Top 20 NZX trades by Sharesight users – September 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 trades in US stocks by Sharesight users – September 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.
Top 20 ASX trades by Sharesight users – September 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 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.