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]