Mark Monfort is the founder & CEO of New Era Analytics, a company dedicated to helping others by turning their raw data into powerful and actionable insights. An example is ETF Tracker which shares interactive analysis of Australian ETFs.

https://www.neweraanalytics.com.au/

https://www.etftracker.com.au/

Episode blog post: https://www.sharesforbeginners.com/blog/monfort

"Some people might buy an ESG ETF and a technology ETF and an overall market ETF and not realize that there's crossover in the holdings. You might have CBA and Resmed and CSL appear in quite a few of those because of how those ETFs are set up."

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners

Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Hosted on Acast. See acast.com/privacy for more information.