The top 11 Sharesight blog posts of 2017
2017 has been a massive year for content at Sharesight. We published 91 blog posts (2017 isn’t over yet, we’ve got more coming), sent over 1000 tweets, plus shared countless Facebook, Linkedin and Google+ posts (and don’t forget our monthly client eNewsletter!).
Let’s take a moment to recap the top 11 posts of 2017 -- it’s a nice way to make sure you haven’t missed-out on anything valuable this year!
When Emily first started working at Sharesight, she set out to understand why an investor wouldn’t just use their broker to check how their shares were performing. She quickly learnt that you can’t rely on your broker for portfolio performance, and shared her very own experience in this blog.
Every 5 years the ASX’s Australian Share Ownership Study profiles investors to provide an understanding of retail investors, their perceptions, attitudes and behaviours. Sharesight has reviewed the report and identified three important trends for investors.
We’ve written before about the concept of SMSF Unbundling – but much has changed in the three years since Sharesight CEO Doug Morris wrote his original SMSF unbundling post. So we recalculated how much SMSF unbundling can save you in 2017.
Sharesight was officially formed as a company on September 3rd 2007 – making this year our 10th birthday! Read all about our journey as a ‘fintech’ startup before the term fintech was coined.
Merely counting up the cash you receive from dividends doesn’t go far enough. Dividends must be factored into the bigger picture – your overall investment performance. To be successful, every dividend investor needs to understand these three things.
Google recently announced that they’re shutting-down the portfolio feature within Google Finance. Here are 4 reasons why you should be using Sharesight instead.
In late 2016, it was widely reported that Blanchett sold her Sydney house for $19.8M. She bought the house for $10M in 2005. Clickbait to be sure (we took a look at the photos – it’s a stunning house). But the return numbers are misleading, here’s why.
The Contribution Analysis Report explains the drivers behind your portfolio’s performance, be they stock selection, asset allocation, or exposure to certain countries, sectors, or industries. Read all about the report and how to leverage its features to gain powerful portfolio insights.
Like most things in life, the key to maintaining your portfolio is to make the process as easy as possible (and satisfyingly fun). Here are 3 easy steps to automate your portfolio admin with Sharesight.
Contrary to the stereotype that millennials imprudently spend all their money on expensive smashed avocado breakfasts, the ASX has revealed the number of millennial investors in Australia has almost doubled over the last 5 years.
Last year we emailed Sharesight clients asking them to nominate one ASX-listed stock they believed would be the top performer for the 2017 calendar year (January to December). Here’s how the stocks are performing through October.
We’re always looking to help you get the most out of your Sharesight subscription. If there’s anything you’d like us to write about on the Sharesight blog that will help you (or others) get more out of Sharesight, get in touch via the Sharesight community forum or send us a tweet (or contact us on any of our social network accounts) and we’ll do our best to cover it in 2018!
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How InstructAnt improves client service with Sharesight and AdviserLogic
We talk to InstructAnt, a small accounting and financial planning firm that uses the Sharesight/AdviserLogic integration to improve client service.
Australian ETF distribution components now available for FY22/23
Sharesight now has updated ETF distribution component information for the FY22/23 Australian tax year for most Australian ETFs.
Sharesight product updates – September 2023
Major updates for the past month include the rollout of our new exposure report, plus support for five new brokers and over 80,000 Luxembourg funds.