Tip #10 - How well your share portfolio is performing?

by Tony Ryburn, Executive Chairman, Sharesight | Jul 16th 2013

Every week we post a tip that we hope will help you become a successful share market investor.

Tip #10 — How well your share portfolio is performing?

It’s a bizarre fact of life that we all invest in the share market to maximise our returns but few of us have any real idea how well our individual shareholdings are performing, let alone our total portfolio. That’s because the calculations are pretty daunting. Figures need to include price changes as well as dividends and allow for currency movements on any foreign shares. To be useful the figures also need to be available over any date range and that means you need an enormous amount of data at your fingertips even for a small portfolio. Fortunately there are online share tracking systems that will give you the true story on your portfolio.

This information is not a recommendation nor a statement of opinion. You should consult an independent financial adviser before making any decisions with respect to your shares in relation to the information that is presented in this article.


Track RBC Direct trades with Sharesight

Import RBC Direct Investing trades to Sharesight

by Stephanie Stefanovic | Jul 14th 2024

If you’re a Canadian investor trading with RBC Direct Investing, you can easily import your trading data to your Sharesight portfolio.

July 2024 product updates

Sharesight product updates – July 2024

by Ben Clendon | Jul 9th 2024

This month's focus was on expanding our broker and crypto support, improvements to billing and the introduction of the new holdings page to consolidated views.

Taxable income report for Australian investors

Taxable income report for Australian investors

by Stephanie Stefanovic | Jul 8th 2024

Sharesight's taxable income report is designed to meet the needs of Australian investors filing tax returns for the ATO.