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Financial Literacy
May 18, 2023
The Data-Driven Investor

TDDI #004: Rome Wasn’t Destroyed In A Day

‘My name is Maximus Decimus Meridius, commander of the Armies of the North, General of the Felix Legions and loyal servant to the true emperor, Marcus Aurelius. Citizen of a failing currency...

Navarre Trousselot
May 11, 2023
The Data-Driven Investor

TDDI #003: Is The Market Efficient, Or Random?

There are people who believe the earth is flat. There are others who believe we’re living in a computer simulation. Or that a hidden race of Lizard People are running society from the shadows...

Navarre Trousselot
May 4, 2023
The Data-Driven Investor

TDDI #002: Investing Stops Being Scary When You Have This

Are you freaking out about your investments right now?Compulsively checking your phone…Pacing the room…Doom-scrolling endless headlines about bank collapses and inflation rates…Even — God forbid...

Navarre Trousselot
April 20, 2023
The Data-Driven Investor

TDDI #001: How I Doubled My Money On A Stock That Went Nowhere

One of the first stocks I ever bought was a total disaster. Or so I thought.After holding it for five years, the value had risen 0%.I would have been better off loaning the money to a friend and...

Navarre Trousselot
February 22, 2023
Financial Literacy
Financial Technology

Yahoo Finance vs Navexa: Portfolio Trackers Comparison

Pen and paper. Then a spreadsheet. Now digital apps. You no longer need to do napkin maths to figure out how your investments are doing thanks to automated portfolio trackers like Yahoo Finance...

Elena Prokopets
November 1, 2022
Financial Literacy
Investing

How to Calculate Dividend Yield

Dividend yield is what drives income investors to buy shares. It’s what companies pay their shareholders as both reward and incentive. We explain dividend yield and how to easily calculate it...

Mileva S
August 23, 2022

How to Calculate Total Stock Return

Total Stock Return is an investment performance metric that measures capital gains & income together. Here’s how to calculate it, use it, pros & cons, and more. It’s vital to understand how your...

Mileva S
August 18, 2022

8 Portfolio Performance Metrics Investors Should Understand

Measuring portfolio performance can seem like a complex, dark art. We introduce eight powerful portfolio performance metrics for better understanding investments.When it comes to investing, you wan...

Leo Smigel
August 10, 2022

How to Use the Discounted Cash Flow Model to Value A Stock

The discounted cash flow (DCF) method can help you calculate the current value of an investment. DCF can be used to value companies, stocks, and bonds. Keep reading to learn how to use it. Determin...

Mileva S
August 1, 2022

The 12 Key Metrics of Dividend Investing

Discover the twelve key metrics investors use to assess dividend-paying stocks and the companies behind them.Investing in dividend stocks is one of the proven, long term methods of building wealth...

Mileva S
July 19, 2022

How to Calculate Compound Annual Growth Rate

Compound annual growth rate, or CAGR, is one of the key methods for calculating investment performance. Here’s how to calculate it manually — and a fast way to automatically see an investment’s com...

Mileva S
July 19, 2022

How To Calculate Time-Weighted Return

Time-weighted return is one of the most popular ways of measuring investment performance and calculating returns. We explain how to calculate TWR and explore other key methods of tracking portfolio...

Mileva S
June 5, 2024

The Maximize Gain Tax Strategy

The Maximize Gain strategy is a method of calculating capital gains. It is used when investors are trying to maximize their capital gain.The strategy is simple. When calculating the capital gain...

Navarre Trousselot
September 1, 2022

Tax Implications For Australians Investing in Foreign Stocks

Foreign investment taxes can be complex. Generally, investors will pay capital gains tax or income tax, depending on the conditions. Here’s how to deal with Australian taxation on foreign investmen...

Mileva S
June 27, 2022

How To Calculate And Report Your Capital Gains In 2022

Your guide to calculating capital gains tax in Australia in 2022. From tax rates, CGT events, taxable income and more. Plus, discover four key tax reporting strategies investors use to adjust and...

Thom Benny
March 24, 2022

Strategies For Minimizing Tax On Investments

An introduction to some of the (legal) ways to optimize investment taxes in Australia.Paying tax is part of investing. While you can’t avoid paying tax (at least, not legally), there are several wa...

Thom Benny
February 2, 2022

Tracking, Reporting & Paying Tax On Cryptocurrency In 2022

Our guide to what is — and is not — taxable for cryptocurrency investments in Australia. From basics like capital gains tax from selling crypto, to paying tax on crypto staking income, declaring...

Thom Benny
January 25, 2022

Investment Tax Basics: Capital Gains, Dividend Income & Tax Implications

If you invest in Australia, the Australian Taxation Office requires you pay tax on both capital gains and dividend income. Here are some basic things to know about paying tax on your investments in...

Thom Benny
May 26, 2022

How to Calculate the ROI of Your Crypto Investment

Tracking a cryptocurrency portfolio might be challenging. Here’s what experienced inventors use to understand their crypto ROI.Investing in cryptocurrencies can be challenging, especially for inves...

Mileva S
February 2, 2022

Tracking, Reporting & Paying Tax On Cryptocurrency In 2022

Our guide to what is — and is not — taxable for cryptocurrency investments in Australia. From basics like capital gains tax from selling crypto, to paying tax on crypto staking income, declaring...

Thom Benny
May 19, 2021

Blockfolio vs. Delta vs. Coinbase: 3 Things You Should Know Before Signing Up

Buying, trading and tracking cryptocurrencies? Chances are you’ll come across Blockfolio, Delta and Coinbase. Here, we explain how to use each — comparing Blockfolio vs Delta, Blockfolio vs Coinbas...

Navarre Trousselot
May 14, 2021

How To Easily Upload Your CoinSpot File Into Navexa

CoinSpot is a major Australian cryptocurrency exchange used by thousands across the country to buy and sell Bitcoin, Ether and alt-coins. Navexa supports file uploading for CoinSpot users, allowing...

Navarre Trousselot
January 20, 2021

The Top 10 Performing Cryptocurrencies Of 2020 (Bitcoin Wasn’t Even Close)

Last year was packed from beginning to end with extreme and unexpected events. The cryptocurrency markets were no exception. In this post, we reveal the top 10 performing cryptos in 2020, how they...

Navarre Trousselot
September 10, 2020

The Ultimate Guide To Australian Crypto Tax

If you’re buying and selling cryptocurrencies in Australia, you need to know your tax obligations, the ATO’s position on cryptos and a couple of key ideas to help keep your crypto investing and tra...

Navarre Trousselot
February 22, 2023

Yahoo Finance vs Navexa: Portfolio Trackers Comparison

Pen and paper. Then a spreadsheet. Now digital apps. You no longer need to do napkin maths to figure out how your investments are doing thanks to automated portfolio trackers like Yahoo Finance...

Elena Prokopets
June 28, 2021

Fidelity Review 2022: Pros, Cons and How to Trade

Fidelity is one of the largest trading platforms in the world. This Fidelity review looks at the company’s history, the types of investments it supports, different account types, trading fees, pros...

Navarre Trousselot
June 13, 2021

Our TD Ameritrade Review: How To Get Started, Pros & Cons, And More

Our TD Ameritrade review covers key pros and cons of trading with one of North America’s most powerful platforms, how to open an account, transaction fees, how to use the variety of research and ed...

Navarre Trousselot
May 19, 2021

Blockfolio vs. Delta vs. Coinbase: 3 Things You Should Know Before Signing Up

Buying, trading and tracking cryptocurrencies? Chances are you’ll come across Blockfolio, Delta and Coinbase. Here, we explain how to use each — comparing Blockfolio vs Delta, Blockfolio vs Coinbas...

Navarre Trousselot
May 14, 2021

How To Easily Upload Your CoinSpot File Into Navexa

CoinSpot is a major Australian cryptocurrency exchange used by thousands across the country to buy and sell Bitcoin, Ether and alt-coins. Navexa supports file uploading for CoinSpot users, allowing...

Navarre Trousselot
May 4, 2021

SelfWealth Review: What You Should Know Before Switching To SelfWealth

In this SelfWealth Review, we take a look at one of the leading platforms in a new breed of Australian trading apps making the stock market more accessible to investors than ever before.SelfWealth...

Navarre Trousselot
October 30, 2023

Navexa 3.0: A New Breed Of Portfolio Tracker

In October 2023, we unveiled a major new update to the Navexa Portfolio Tracker. Here’s an explainer on the key changes. Navexa started life as a basic portfolio tracking tool. Today, it’s develop...

Thom Benny
February 22, 2023

Yahoo Finance vs Navexa: Portfolio Trackers Comparison

Pen and paper. Then a spreadsheet. Now digital apps. You no longer need to do napkin maths to figure out how your investments are doing thanks to automated portfolio trackers like Yahoo Finance...

Elena Prokopets
November 1, 2022

How to Calculate Dividend Yield

Dividend yield is what drives income investors to buy shares. It’s what companies pay their shareholders as both reward and incentive. We explain dividend yield and how to easily calculate it...

Mileva S
October 5, 2022

Sixteen Of The Best Investing & Personal Finance Blogs & Podcasts

In this post, we profile 16 of the best investing, personal finance blogs and podcasts (and YouTube channels) you’ll find on the web in 2022. Whether you’re new to personal finance and investing...

Thom Benny
September 15, 2022

11 Key Stock Market Sectors For Investors

Different market sectors offer unique opportunities and risk for investors, as well as ways to diversify a portfolio. These are the 11 key market sectors, and the pros and cons of each...

Mileva S
September 1, 2022

Tax Implications For Australians Investing in Foreign Stocks

Foreign investment taxes can be complex. Generally, investors will pay capital gains tax or income tax, depending on the conditions. Here’s how to deal with Australian taxation on foreign investmen...

Mileva S

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