Navexa Blog

Ideas & resources on investing, financial literacy & fintech

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Investing
Tax
Cryptocurrencies
Financial Technology
Financial Literacy
June 5, 2024
Tax

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
October 30, 2023
Investing
Financial Literacy

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
June 22, 2023
The Data-Driven Investor

TDDI #008: I was overexposed and didn’t even know it

As a 24-year-old, who’d just started investing, I was excited.I wanted to put my hard-earned money to work.I wanted to make money while I slept.I wanted to invest as much as I could.But…I didn’t...

Navarre Trousselot
June 8, 2023
The Data-Driven Investor

TDDI #007: Love It Or Hate It (Just Don’t Overpay It)

There is an element to investing that people try to ignore.It’s not fun.It’s not sexy.And it involves you losing a chunk of your hard earned investment gains.Of course, I’m talking about tax. I’m...

Navarre Trousselot
June 1, 2023
The Data-Driven Investor

TDDI #006: My Controversial Opinion On Diversity (In Index Funds)

A lot of people talk about buying index tracking ETFs.Finfluencers.Gurus.Friends.Even Warren Buffett has promoted index tracking ETFs.The idea behind this is that you get decent diversification rel...

Navarre Trousselot
May 25, 2023
The Data-Driven Investor

TDDI #005: Dead Investors are doing better than you!

What makes you a good investor?Is it because you make great decisions?You have the most knowledge?A killer strategy?What if I told you that, even if you had all three of these, you may not be doing...

Navarre Trousselot
June 5, 2024

Explained: Capital Gains Tax (CGT) on Stocks in Australia

If you invest in stocks, understanding the tax implications is crucial for optimizing your returns. One of the most significant taxes you’ll encounter is the Capital Gains Tax (CGT). This tax is ap...

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
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
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
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
April 8, 2021

Direct vs. Portfolio Investment: We Weigh Up The Pros & Cons

You have two main options for exposing your capital to the stock market: Direct and portfolio investment. Which suits investors best depends on a variety of factors. Let’s take a look at the case...

Navarre Trousselot
March 29, 2021

CommSec Review 2022: Is CommSec’s Trading Platform Still Worth It?

CommSec is one of the most popular trading platforms in Australia. I’ve been a customer for nearly a decade. In this in-depth CommSec review, I share my experiences and give my honest opinion on th...

Navarre Trousselot
March 9, 2021

Adding Your NAB Trade Portfolio to Navexa

It’s now easier than ever to export your historical trades from your NAB Trade account — and automatically add future buy and sell trades — to your Navexa portfolio tracker account.Navexa’s portfol...

Navarre Trousselot
March 2, 2021

Integrating Your CommSec Trading Account With Navexa

We’ve created an easy way for you to use data from your CommSec broker account in your Navexa portfolio tracking account. Read on to see how to add historical trades and automatically update new tr...

Navarre Trousselot
November 26, 2020

The 30 New Features We Added To The Navexa Portfolio Tracker In 2020

Evolution is essential in financial technology. In 2020, continuous development and improvement took the Navexa platform from a basic, single-currency portfolio tracker to a multi-currency, multi...

Navarre Trousselot
August 8, 2020

Switch To Navexa And Get Up To Six Months Free!

Switch to Navexa from an existing portfolio tracker account and we’ll pay for the remainder of your old subscription. Read on to see how you could earn up to a year’s credit!Already using a portfol...

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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