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