Last Year, It Paid to Switch From Real Estate to Equities
So a year ago, we pointed out that investment property probably had its best years behind it. They offered such a unique opportunity to sell and flip assets into beaten-up equities. With a year's hindsight, we can say with a clear conscience that real estate has slipped into the lows, while stocks have begun to recover sharply.
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Semi-Annual Investment Comparison: How Did Finax and Funds Ride the Market Recovery Wave?
We have experienced a six-month period in which markets have started to recover from last year's declines. Read our regular comparison of the performance of the Finax passive portfolios and the most popular mutual funds. Find out which players missed out on the growth wave and which have offered the best returns over the past year.
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Markets once again demonstrate the power of diversification
Diversification is absolutely essential in the world of investing. Spreading your money widely protects you from the downfalls of a particular investment and allows you to capture the growing parts of the market. But is broad diversification worth it in times of stagnant markets? Or is it a surefire way to achieve below-average returns these days?
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Performance of Finax and mutual fund portfolios in 2022
We bring you a traditional comparison of the returns of Finax and mutual fund strategies in the year that brought the longest bear market since the Global Financial Crisis. Has active management been able to defend itself better than passive investing? Or did Finax maintain its lead from previous years? The answers can be found in the article.
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How do we calculate the actual performance of Finax portfolios?
On the occasion of our fifth anniversary, we are changing our methodology for publishing portfolio performance. You will now see actual performance instead of modeled results in the return tables. How do we calculate this number and how does it differ from the modeled performance? Find out the answer in this article.
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Things You Learn When You're Young... How to Handle Finances in College?
Are you entering the student years of your life? Or are you still deciding where to go to "college" as graduation approaches? In addition to the looming exams, there may be some expenses that are putting wrinkles on your forehead. But don't stress, we've put together a few tips that will make the stereotype of the financially ruined student a stranger to you.
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When Is Insurance Worth Getting?
There are many risks in life. A cancer diagnosis, a work accident, or a sudden death can cross our path at any time. Although these are rare events, fortune favors the prepared. Can insurance help in such cases? We examined when it is ideal to get.
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How Many Actively Managed Mutual Funds Regularly Beat the Market?
In times of declining markets, it's easy to dismiss passive investing. After all, markets do fall, and holding indices that replicate them guarantees a loss. Many start looking around for actively managed mutual funds during such times. How many of these have managed to deliver above-average returns on a regular basis in recent years? We looked at the numbers.
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