Personal Finance

Better Finances for a Better You

Topic: "Net Worth"

← Curating the web to find the most interesting and helpful information about your money.

Investing

Track your global stock portfolio

Track all your stocks in Canada, the US and beyond with Neontra!

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Investing

Warren Buffett's Investment Strategy By Matthew Frankel, CFP

KEY POINTS - Buffett's approach prioritizes a "margin of safety," paying less than a company's intrinsic value to protect against losses. - Quality over quantity: He avoids struggling businesses, preferring wonderful companies at fair prices. - Buffett emphasizes independence from market trends, advocating for a long-term, contrarian mindset in investing.

Warren Buffett's investing philosophy in 9 steps →

Infographic of the week

Who Expects to Get Richer in 2024, by Both Generation and Gender

The Visualcapitalist plots the percentage of high net worth individual (HNWI) respondents who expect their wealth to increase in 2024, categorized by generation and gender, from the Knight Frank Next Gen Survey, accessible in their latest wealth report.

Who Expects to Get Richer in 2024, by Both Generation and Gender Who Expects to Get Richer in 2024, by Generation and Gender →

Serious stuff

The 7 levels of financial freedom, according to a millionaire — 50% of U.S. workers are at Level 2 by Ryan Ermey

What level are you? The 7 levels of financial freedom →

Investing

How to Invest in Index Funds in 2024 from the Motley Fool

An index fund is an investment that tracks a market index, typically comprising stocks or bonds. Index funds generally invest in all the components of the index they track and have fund managers whose job is to make sure that the index fund performs the same as the index.

Why invest in index funds? →

Infographic of the week

Charted | The Wealth Needed to Join the Top 1%, by Country

The last decade has witnessed a remarkable surge in the global number of millionaires. By 2022, 1.1% of the world’s adults were millionaires, up from 0.6% in 2012. So, how to know if you belong to the top 1% in your country?

Charted | The Wealth Needed to Join the Top 1%, by Country Wealth Needed to Join the Top 1%, by Country →

Investing

10 Top Tech Stocks Of February 2024 by Dock David Treece

The best tech stocks come from companies that are building the future. Whether they manufacture sleek mobile devices or develop the digital services you can’t live without, fast-growing technology stocks can set portfolios into hyperdrive.

The 10 largest tech sector companies profiled →

Word of the week

Time Value of Money (TVM)

The idea that money that is available now is worth more than the same amount in the future is known as the time value of money, or TVM. This is due to the fact that money that is invested has the ability to grow, and the longer it is invested, the more value it will gain. Money acquired later is viewed as having less value since it has less time to increase through investments.

Model and forecast the growth of your money. Define projected growth rates & visualize likely scenarios →

Infographic of the week

What You Need to Earn to Own a Home in 50 American Cities

Between skyrocketing prices, stagnating wages, and now rising interest rates, the deck seems to be increasingly stacked against home ownership. Using May 2023 data tabulated by Home Sweet Home, the Visual Capitalist maps out the annual salary needed to afford a 30-year mortgage (at 6.37%) to buy a home in America’s 50 most populous metropolitan areas.

What You Need to Earn to Own a Home in 50 American Cities The Least and Most Affordable American Cities to Own a Home →

Infographic of the week

Visualizing the Pyramid of Global Wealth Distribution

Who controls global wealth? In 2022, the world’s millionaires held nearly half of net household wealth. Decades of low interest rates led equities and real estate values to soar, and these assets are disproportionately held among the world’s wealthiest.

Visualizing the Pyramid of Global Wealth Distribution The distribution of global household wealth, based on the annual 2023 UBS Global Wealth →

Word of the week

Diversification

A fundamental investing strategy that distributes investment funds among multiple asset classes is diversification.

What Is Diversification? Definition as Investing Strategy →

Infographic of the week

Visualizing the Top Countries by Wealth per Person

When looking at wealth per person on a country-by-country basis, is it more important to look at median wealth or average wealth?

Visualizing the Top Countries by Wealth per Person See how you compare to the rest of the world →

Investing

How to Invest Like Warren Buffett

Want to emulate Buffett’s investment strategy? Morningstar has compiled work on the approach he and partner Charlie Munger have pursued at Berkshire Hathaway. (Stock symbols BRK.A and BRK.B)

Delve into Warren Buffett’s investment strategy →

Infographic of the week

Ranked: The 20 Best Franchises in the U.S.

The U.S. is famous for chain restaurants, franchised shops, and brand name hotels. One thing these franchises aim for is consistency in store feel, customer service, product offerings, and prices, no matter which state you’re in.

Ranked: The 20 Best Franchises in the U.S. Best franchises in the U.S. worth owning, from Dunkin’ Donuts to ... →

Did you know?

The Founding Father of the United States and famed inventor Benjamin Franklin's face appears on the $100 bill, but you won't find the $ sign. Believe it or not, the $ sign does not appear on any US currency bank notes.

The Faces on Every US Bill →

Infographic of the week

Just 7 Companies Dominate the Nasdaq 100

Launched in 1985, the Nasdaq 100 index tracks the performance of the largest, and most actively-traded, non-financial companies listed on the Nasdaq stock exchange.

Just 7 Companies Dominate the Nasdaq 100 Companies in the Nasdaq 100, by Weight →

Infographic of the week

Visualizing U.S. Wealth by Generation

The distribution of wealth is an important measure of the economic power of each generation. In the U.S., for example, baby boomers own half of the nation’s $156 trillion in assets despite making up 21% of the country’s population.

Visualizing U.S. Wealth by Generation Visualizing $156 Trillion in U.S. Assets, by Generation →

Investing

Making Smart Investments: A Beginner’s Guide

- Why should you invest? - How much should you save vs. invest? - How do investments work? - How do you make (or lose) money?

See Matthew Blume of the Harvard Business Review answers →

Investing

Investing Introduction

Whether you are new to investing or new to Canada, investing for your future is important.

Investing for your future →

Infographic of the week

Global Distribution of Money

The fact that China, Japan, the United States, Germany, the United Kingdom, France, and India are the nations with the greatest concentrations of this wealth is not surprising. Actually, the combined wealth of just seven nations makes up 69% of the global total.

Global Distribution of Money Do you know your Net Worth? Start tracking it today →

Word of the week

Liability

Any debt that lowers your financial worth is referred to as a liability, whereas owning an asset would raise it.

Learn more about specific liability types and examples →

Investing

Investing can seem intimidating

Fortune.com outlines how to get started: - Decide your investment goals - Select investment vehicle(s) - Calculate how much money you want to invest - Measure your risk tolerance - Consider what kind of investor you want to be - Build your portfolio - Monitor and rebalance your portfolio over time

A beginner’s guide to investing in the stock market →

Word of the week

Asset

An asset is anything you own that increases your financial value, whereas a liability is money you owe that would decrease your financial value. Assets include a laptop, bike, car, house, and bank accounts.

Learn more about specific asset types and examples →

Infographic of the week

The most profitable U.S. companies, by sector

See the S&P 500 companies with the highest profits in their sector. Data is based on the fiscal year ending on or before January 31, 2023 across companies in the Fortune 500.

The most profitable U.S. companies, by sector America’s most profitable companies, by sector →

Investing

The Basics of Investing

Read about some of the most common types of investments including the Canada Savings Bond (CSB), Guaranteed Investment Certificate (GIC) and Treasury bill (T-bill).

Jargon-free investment terms →

Infographic of the week

See the Markets in a Minute

S&P 500 companies hold $7.1 trillion in assets, and account for close to 80% of available market capitalization on U.S. stock exchanges. The index serves as a barometer for the U.S. stock market, covering the largest public U.S. companies by market capitalization. Often, it reflects investor sentiment and is considered an indicator for U.S. economic health.

See the Markets in a Minute Visualizing Every Company on the S&P 500 Index →

Infographic of the week

The Most Expensive Starbucks Items in the World

Your daily coffee habit is probably costing you a lot more than you think. What if you skipped buying two coffees a week and invested that money?

The Most Expensive Starbucks Items in the World The Price of (non-essential) Big Bucks Starbucks items in USD →

Serious stuff

Warren Buffett’s ‘secret sauce’ for investing success: Be ‘business pickers’ not ‘stock pickers’

Learn what value investing means and how it can help grow your Net Worth →

Infographic of the week

The Fastest Rising Asset Classes in 2023

Many corners of the market have shown resilience despite persistent inflation and slowing economic growth in 2023. U.S. equities, international equities, and a variety of bonds have seen positive returns so far this year.

The Fastest Rising Asset Classes in 2023 The top-performing asset classes to date with data from BlackRock →

Word of the week

Net Worth

Your net worth is simply the difference between your assets (what you own) and liabilities (what you owe).

See your net worth and take the pulse of your overall financial health →

Investing

Test before you invest

Build and test your strategies with a fully-functional trading simulator, including stocks, metals, crypto and FX.

Take your first steps into the investment world without risking losing any money →

Investing

Market News and Charts

At Neontra, you get free stock quotes, up-to-date news, charts, international market data and you can build a SIM portfolio.

Market tools to help you test before you invest →

Investing

SIM Portfolio and Watchlist

You can also compete with friends with our Investment Simulator. Trade with SIM money to test your best strategies to beat your friends without the risk of losing real money.

Market tools to help you test before you invest →

Investing

See which stocks are moving the markets

Get free stock quotes and up-to-date news with your Neontra account.

You can create market watchlists here →

← Curating the web to find the most interesting and helpful information about your money.