Doug Morris is the CEO of Sharesight, a tech investing platform with over 300,000 users who use it to track their performance, their tax and more.

With so many users and a seemingly endless stream of data, Owen Rask asks Doug about all the interesting -- but often not talked about questions -- such as 'what are investors *actually* doing with their portfolios?

In this episode of The Australian Investors Podcast, the topics covered include:

1. The 10 most bought ASX shares & ETFs
2. The 10 most bought US stocks
3. The rise of ETFs, from 10 years ago to now - and which ETFs investors are using
4. How to track your portfolio, from tax to performance
5. The importance of performance reporting and knowing if you're 'any good' at investing

Join Sharesight now: https://portfolio.sharesight.com/signup/?utm_source=RASK

Sharesight top 20 ASX trades for 2023: https://www.sharesight.com/blog/sharesight-top-20-asx-trades-fy22-23/

Resources

• Rask Events Roadshow: https://www.rask.com.au/road
• ASK A QUESTION HERE
• Join Owen's Rask Core 🌏 – $9.99 per month
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• Mortgage broking
• Owen’s FREE investor bootcamp: bit.ly/rask-analyst

Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst

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Download the free Investing in Gold report from Rush Gold

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J.P. Morgan Asset Management

The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.

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This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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