Šimon Pekar

Articles by Author

24. March 2023

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.

Read more
17. March 2023

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.

Read more
3. March 2023

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.

Read more
3. February 2023

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.

Read more
13. January 2023

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.

Read more
18. November 2022

Stories about Finance for Our Little Ones

Finding learning opportunities for ourselves is possible almost anytime, but discussing finance with the little ones can be challenging. How to teach children the basics of responsible money management? We're suggesting a solution they'll surely love. After all, what do they enjoy more than stories at their age?

Read more
Inflation in the Fridge: 15 Tips to Save on Groceries | Finax.eu
7. September 2022

Inflation in the Fridge: 15 Tips to Save on Groceries

The current inflationary tsunami has hit most basic goods, not bypassing groceries. Compared to the past, greater portions of our paychecks get literally eaten. We are bringing several tips to armor yourself on this front, saving tens of euros a month.

Read more
17. August 2022

As a Property Ages, so Does Its Return

The option of simple and cheap mortgage financing raises the attractiveness of investment properties. The use of credit (leverage) increases the return on funds invested in the property. Advantageous mortgages are among the reasons why investments in "bricks" enjoy great popularity in Slovakia. However, the return on a leveraged investment property falls sharply as the principal of the loan decreases.

Read more
We are happy to advise you!
Schedule a call
phone-icon