Doug Morris - Sharesight Portfolio Management | Bench-pressing the benchmark
Doug Morris is the CEO of Sharesight, a portfolio tracking tool that began as a father-son project in New Zealand. It has grown into a global enterprise with a team of 50. Doug shares the origins of Sharesight and provides insights into the most popular US trades, highlighting the tech companies' dominance. He also shares a fascinating statistic: the top 10 companies make up a third of the S&P 500's market cap, but account for 96% of the return.
We explore the importance of benchmarking and how it can help you understand how your money is working for you. Doug explains how Sharesight shows annualized returns net of fees, offering an apples-to-apples comparison to your chosed benchmark. Users can monitor and customize the asset class breakdown of their investments, while automatically tracking dividends and portfolio performance.
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Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners. Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.
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