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: Sharesight
- Pat's online broker: CommSec
- Dave's online broker: Pearler
- Investing Frequency Calculator
- Article: How to Buy Shares (Beginners Guide with Screenshots)
- Podcast: Asset Allocation for Aussies
- Podcast: Recessions, Fear and Market Timing
More from us...
- Pat's blog: Life Long Shuffle
- Dave's blog: Strong Money Australia
- Contact us with questions and feedback: fireandchillpod@gmail.com