Given the recent state of the markets, now may not be the time you want a deeper insight into your investing portfolio. However, when you’re ready to look, today’s guest thinks he can show you a better way.
We sat down with Doug Morris, the CEO of portfolio-tracking service Sharesight, to learn about his personal investing journey and the work he is doing at Sharesight. After starting his career in the US and spending 5 years at stock research giant Morningstar, Doug joined Sharesight in 2013 and was promoted to CEO in 2015, where he has served ever since.
We were actually introduced to Sharesight by the Equity Mates community, and in this interview we unpack what Sharesight offers over tracking your portfolio through your brokerage account or in a spreadsheet. We also get Doug’s view on the current state of the market and unpack some of the lessons he’s learnt through his career in finance.
For Equity Mates listeners, Sharesight is offering the first two months free when you purchase an annual subscription. So if you’re ready to gain a deeper insight into your portfolio, and discover an easier way to manage tax reporting, sign up today at: https://www.sharesight.com/au/equitymates/
*******
If you want to let Alec or Bryce know what you think of an episode, contact them here.
*****
Some of our favourite resources and offers to help you during your journey:
- Want to do an online course with Equity Mates and Owen Raszkiewicz? We have the Beginner Shares Course and the Value Investor Program available now!
- Take control and track your investment portfolio with Sharesight
- Get a free stock when you sign-up to Stake, using the code EQUITYMATES
- Get exclusive access to our favourite data and insights platform, TIKR
- Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-up
- Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx
- Get 5 free trades if you plan to use the broker SelfWealth
*****
Make sure you don’t miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.
*****
Equity Mates Investing Podcast is a product of Equity Mates Media.
All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.
The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.
Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional.
Do not take financial advice from a podcast.
For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you.
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and expend that respect to all Aboriginal and Torres Strait Islander people today.
*****
Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey.
Want more Equity Mates? Subscribe to our social media channels (@equitymates), Thought Starters * Get Started Investing mailing list and more, or check out our Youtube channel.
Equity Mates Investing Podcast is part of the Acast Creator Network.