I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you insights that can make you a more profitable investor. We cover a range of topics including:

• The history of Sharesight and how it works
• Old School open-cry markets trading commodities in Chicago
• His previous career at Morningstar and an insight into analysis
• Benchmarking your portfolio against a broader market index
• The tax treatment of ETFS and those gnarly statements
• Reducing costs
• Annualised performance and how this can help your investing

Here's a link to the blog post: https://www.stocksforbeginners.net/blog/dougmorris

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Phil's Linktree: https://linktr.ee/phil_muscatello

Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

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