Sharesight: Tracking your Investment Portfolio — a visual walkthrough.

Sharesight: Tracking your Investment Portfolio — a visual walkthrough.

A common question I receive is what method I use to track my portfolio. There are ways to do this manually in Excel, although I find that process too laborious and prone to error. My preference has always been a “one-stop shop” type of program where I can input (or have automatically updated via broker) [...]

Diversification 101

Diversification 101

In the world of investing, one thing is certain – markets will go up and down as economies move through different cycles of growth, taking investor emotions along with them. Managing such emotions, at both the peaks and valleys of the market, is one of the hallmarks of successful investors. Whatever happens in the market, [...]