Understand your investments and the world that shapes them. Explore investing ideas, practical guides and the latest from Navexa.
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...
Investing
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...
Investing
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...
Financial Literacy
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...
Investing
Using the Rule of 72 is a simple method for getting an approximate idea of how long it takes for your money to double. So how can you use it in tracking your investments?In a perfect world, investo...
Investing
Managing a complex portfolio and calculating cash dividends might be challenging. Here’s how it can be done with ease with a few formulas — and with the Navexa portfolio tracker.Most people who con...
Investing
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...
Cryptocurrencies
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...
Investing
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...
Investing
Your trading account is designed to help you buy and sell investments. While it shows you a bunch of metrics related to your portfolio, it might not reflect your actual returns or performance. This...
Investing
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...
Financial Technology
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.
