34. How to Manage an Investment Portfolio
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Description
In today's episode we chat about the practical ways to manage a share portfolio. We discuss how often to buy, balancing your portfolio, what we do personally, dealing with taxes, and more. Discussion points... Choosing a broker (03:31)When should you buy shares? (10:27)How often should you buy? (13:40)Balancing your portfolio over time (18:12)Dealing with individual stock picks (26:22)What about taxes? (30:30)How we each manage our portfolios (35:17)Final thoughts (41:57) Resources and stuff mentioned... How we track our investments for tax:  SharesightPat's online broker: CommSecDave's online broker: PearlerInvesting Frequency CalculatorArticle:  How to Buy Shares (Beginners Guide with Screenshots)Podcast: Asset Allocation for AussiesPodcast: Recessions, Fear and Market Timing More from us... Pat's blog:  Life Long ShuffleDave's blog:  Strong Money AustraliaContact us with questions and feedback:  [email protected] 
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