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Ideas & resources on investing, financial literacy & fintech

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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?

Navarre compares efficient market theory and random walk theory, and explains why market beliefs matter for long-term investors.

Navarre Trousselot
May 4, 2023
The Data-Driven Investor

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

Navarre explains why having an investment strategy can help reduce emotional decision-making and give investors a clearer framework.

Navarre Trousselot
April 20, 2023
The Data-Driven Investor

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

Navarre shares how dividend income changed the way he measured investment performance, and why capital gains alone do not tell the full story.

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
July 14, 2020

What If You Were Building Wealth From Scratch?

If you had to start building wealth from zero today, where would you begin? Discover some of the timeless laws of investing and the new opportunities in modern financial technology.The times they...

Navarre Trousselot
May 15, 2020

A Beginner’s Guide To Stock Valuation

How do you work out which stocks you want to invest in? These are some of the main ways you can determine the value of a potential investment (and a handy calculator in Navexa account to help).How...

Navarre Trousselot
May 13, 2020

How I Built Two Fintech Startups Within Two Years — And Earned 2X What I Could Have Made If I’d Stayed in My Corporate Software Developer Job

Our founder, Navarre, explains the journey through software engineering, stocks and starting financial technology businesses that led him to create the Navexa portfolio tracker.If you’re looking to...

Navarre Trousselot
April 7, 2020

Explained: The Dividend Reinvestment Plan

Dividend reinvestment plans allow you to swap cash dividends for additional shares. Here’s how it works — and how you can track reinvested dividends with the Navexa portfolio tracker.What is divide...

Navarre Trousselot
March 26, 2020

Why You Must Track Dividend Income

Why earning dividend income from your shares — and tracking it effectively — is vital to portfolio performance reporting.If I told you that you could make back your entire initial investment in a...

Navarre Trousselot
March 18, 2020

Your Guide To The 2020 Australian Stock Market Crash

Coronavirus panic selling, blood in the streets, and potentially once-in-a-lifetime value…The Covid-19 Coronavirus outbreak has this week plunged the world into a full-blown pandemic. Nations, gove...

Navarre Trousselot
ETF Tax Traps: CGT, Cost Base Adjustments And Better Records
June 12, 2026

ETF Tax Traps: CGT, Cost Base Adjustments And Better Records

Navarre Trousselot joined Owen Rask to explain ETF tax traps, CGT, cost base adjustments and why better portfolio records matter.

Navarre Trousselot
May 17, 2026

5 Tax Traps Australian Investors Should Check Before 30 June

Five common tax traps Australian investors should check before 30 June, including FIFO, capital losses, broker records and AMIT adjustments.

Navarre Trousselot
May 15, 2026

How to Track Australia's New CGT Changes (And How Navexa Will Help)

The 2026-27 Federal Budget proposes replacing the 50% CGT discount with cost base indexation and a 30% minimum tax rate from 1 July 2027. For investors, the challenge is not just the tax impact.

Tom Wilson
June 5, 2024

Investment Income Tax on Shares and ETFs in Australia

A short guide to investment income tax on Australian shares and ETFs, including dividends, franking credits, DRPs and distributions.

Navarre Trousselot
June 5, 2024

Understanding Australian Investment Taxes for Shares

A short guide to the two main Australian tax areas share investors should understand: investment income and capital gains tax.

Navarre Trousselot
June 5, 2024

The Last In First Out Strategy (LIFO)

The LIFO strategy is a way of calculating capital gains. It is used when people are trying to minimize their capital gain.This is because, usually, the last shares you bought will have a price that...

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
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

TD Ameritrade Review: What Happened After Schwab?

TD Ameritrade has moved to Schwab. Here’s what changed, what former TD users may need to check, and how Navexa helps track Schwab portfolios.

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
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
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

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