Investing is growing money over a longer time frame. When appropriate a specific tag like stocks, mutual funds etc should additionally be used.

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1answer
13 views

Avoid paying off a mortgage early?

My mortgage is 3.5% fixed rate. I have enough money to pay off the remaining balance, and still have enough left over for an emergency fund. My investments have historically made more than 3.5% per ...
1
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1answer
108 views

Stock goes bankrupt - what is CODI and should I worry about it?

I am a total newbie at investing and last year I purchased some stock of BBEP directly without any broker using the Robinhood app. Now BBEP has filed for bankruptcy and I see many people mentioning ...
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0answers
27 views

How can I optimise a portfolio of traditional & alternative assets?

Standard risk optimisation of a traditional assets (like stocks and bonds) is pretty straight forward, I have been optimising and backtesting a stock, bond & REIT portfolio on Swanest. I am ...
0
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1answer
147 views

How should I invest 50k? [on hold]

I'm an unemployed student, currently living with my parents for another two years through my degree. I'd like to invest 50k, so it generates as much returns as possible with minimal risk. What is the ...
3
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7answers
611 views

Why does short selling require borrowing?

Taking a 'long' position when investing is simple - you buy something (e.g a stock) with the hope it will appreciate in value, meaning you can then sell it and make a profit. However, the reverse, ...
3
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2answers
51 views

How can I find ISIN numbers for stock options?

I currently use my bank for brokering services, as I don't have enough capital to justify going on my own. The bank told me that they need an ISIN if I want them to purchase stock (call)options for ...
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1answer
83 views

How should I utilize my money as I begin grad school?

I'm 21 years old, and I'm about to start grad school. I currently have $45k liquid cash and $6.7k in mutual funds. I feel like I need to do more with the $45k as I have no loans and my car is paid ...
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3answers
68 views

Td Ameritrade Roth IRA question

I recently opened a Roth IRA at Td Ameritrade. I'm making regular deposits but haven't chosen a fund. I don't want to pay a fee, or cost to trade what are my options? It's overwhelming looking at ...
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0answers
60 views

Starting with $500 [duplicate]

I have $500-600 and I have lots of money in case this goes bad. I am completely fine losing all that money and I am prepared. I want to be active and buy and sell daily. I have all the time in the ...
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4answers
403 views

How should I begin investing real money as a student?

(Skip to the 3rd paragraph for the basics.) Alright, so for starters, I'm in high school. I'm 17 and have two jobs: one is for fun, basically, and the other is a job that I can live off of. I go to ...
0
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1answer
41 views

Which first time Stocks and Shares ISA for UK, frequent trader UK markets? [closed]

I want to open a stocks and shares ISA. At present I have a sharedealing account with X-O (www.x-o.co.uk) and I’ve been making 1 or 2 deals per month. I’m approaching this as a long game and sticking ...
0
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1answer
82 views

I am Brasilian resident, how to buy shares on NYSE?

I am having my work contract here in Brasil. I have some money (3000$) and I would like to invest it in some specific companies that are listed on NYSE. How can I do this, it seems that most brokerage ...
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0answers
24 views

Consumer basket - foreign invesments

would somebody be so kind to comment on the relationship of the consumer basket and foreign investments? Lets assume I have the same amount of investment and consuption in a foreign market. Is it true ...
0
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3answers
182 views

How do day traders profit with such high tax rates?

I know for holding stocks on the long term, more than a year, there is a lower tax rate. How do day traders profit with tax rates around 30% or higher? Are the profits still worth it with such high ...
8
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1answer
1k views

Bond gain is greater than remaining coupon payments. Time to sell?

I wanted to learn about bonds so I bought a rather risky one (Chesapeake Ene Corp SR NT 6.62% 08/15/2020 / 165167CF2). Since purchase, the price of the bond has risen 72.81% for a gain of $257.02 as ...
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0answers
27 views

how can I learn finance? [closed]

I want to pursue a career in inv. banking. I start reading about finance but I have many unknown words. Is there a book or books or other ideas that will introduce me to the subject from scratch? For ...
1
vote
1answer
70 views

Why do stocks split?

What is the purpose of a company splitting? E.g I have stocks worth 2.00 per share, and next day I find out that I have gain 800% in my account before the market opens.
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1answer
31 views

Tax Efficient Medium Term Investment Options (Flexible Timeline)

I have recently opened up a new taxable investment account with the intent of growing my money set aside for short to medium term financial goals (i.e., 2-5 years with no fixed deadline). Unlike my ...
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2answers
70 views

Should I sell/transfer an investment and pay capital gains tax, if it means investing it most wisely?

I married someone with about 100k in an investment portfolio that I do not think aligns with our financial objectives. I want to transfer this to a new joint portfolio (new institution too), but doing ...
0
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2answers
75 views

Does the “Free Ride” rule always apply to your entire collection of shares in a particular stock?

I tried my best to word this question right, so I will give an example of what I am talking about. On Monday, you buy 100 shares of Company X. On Thursday, the original purchase of 100 shares ...
0
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0answers
25 views

Total noob, where do I begin? [duplicate]

A little background. I am 28 years old, I have recently acquired around 5k and I am looking to start investing. I am from Canada, if that makes a difference. I have no idea where to start and I am ...
0
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5answers
175 views

Paying taxes on dividends even though your capital gains were $0?

Let's say I have $100k and decide to buy 1000 shares of some mutual fund which is currently trading at $100 a share. The next day, the fund pays out a 10% dividend, and its share price correspondingly ...
9
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5answers
1k views

How can I invest in an index fund but screen out (remove) certain categories of socially irresponsible investments?

I currently invest in index funds (VFINX and FUSEX) but would like to negatively screen out certain categories of investments for the purposes of "Socially responsible investing". I don't have any ...
3
votes
2answers
51 views

Amending a Tax Return

A certain couple has filed their 2015 tax return and then they got a corrected 1099. The only thing that got changed was the amount of tax free interest they received. Since they are currently on ...
0
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2answers
107 views

What percentage of my company should I have if I only put money?

Two of my friends and I are thinking on starting a small business, which would be just a mechanic garage. I am the one who is going to put all the money for the investment as I am the only one that ...
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3answers
689 views

Should I be disappointed with my investment returns?

I put $46,000 in an IRA 10 years ago. I have never made any additional deposits. The value is now $58,000. I feel it should be worth more. All of it is in mutual funds.
3
votes
1answer
157 views

How to do thorough research into a company to better understand whether to buy stock?

I recently read the book "One Up on Wall Street" by Peter Lynch. It was a very readable book and I feel as if I learnt a lot which built on my beginner level knowledge. Whilst reading I made notes ...
2
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0answers
27 views

Coal Funds & ETFs With Non-US Exposure

I invest in green energy, but the universe is not going to magically flip a switch and get off coal this second, nor should every country do this since it may be too costly for their growth. The ...
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2answers
1k views

Does a disciplined stock investor stick with their original sell strategy, or stay in and make more?

I purchased 20 shares of tesla Feb 10th or 11th at $146.63 a share. I had a strong indication that the stock price over corrected with the downturn in the market and also the quarterly reports. I also ...
0
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2answers
78 views

Withdraw IRA Early to Buy a House

I am looking at purchasing my first home, as my calculations show it would actually be cheaper to pay a mortgage (and related fees) than it would be to continue renting. I have some savings, and some ...
1
vote
1answer
65 views

When a publicly traded company splits into two how are common shares fairly valued, distributed?

I recently read that Alcoa, a publicly traded company (AA), will soon split into two publicly traded companies. While merging two companies makes sense to me, splitting does not. Merging companies ...
3
votes
3answers
176 views

Accepting high volatility for high long-term returns

According to modern portfolio theory investors can pick a trade-off between expected returns and volatility along a certain curve. If someone is investing for the very long term (decades until ...
5
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3answers
294 views

Is investing exlusively in a small-cap index fund a wise investment?

I'm 26 live in the UK and do not own a home. I have a regular income of which I save about 33% off after tax and I've good job security. I'm single with no children. I've 60% of my savings in a P2P ...
0
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1answer
29 views

Can somebody explain “leveraged debt investment positions” and “exposures” in this context for me, please?

"The strong bond performance has led to a surge in leveraged debt investment positions that are ultimately funded by the banks' interbank exposures and WMPs. But nobody really knows how levered these ...
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0answers
10 views

Broker 1099 Reported Basis Cost Basis Status on a K-1

This is my first post and I really need help. I am trying to fill out a K-1 for our investment club. I have the date acquired, date sold, proceeds and cost basis. The program is asking me for the ...
2
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4answers
172 views

As an investing novice, what to do with my money?

Info about my situation. Age: 32 Salary: 100k Monthly expenses: +-$1000 (Rent, bills, pets, car, food) Non-Retirement/Non-Emergency Savings to invest: $10k Retirement Savings: 401k (2008-2011)- ...
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0answers
14 views

Reporting of 1256 Based Options

I live in the United States. In 2015 I have traded several 1256 based options. The details of each trade were not included in my 1099 and not imported into Turbo Tax. I understand that this is to be ...
7
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2answers
262 views

How can I make money from an artist like Madonna doing well?

If I thought that an artist like Madonna would be getting a big break soon, how would I best invest my money to profit of her break? Maybe the good news could look like an expectation of there being ...
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0answers
30 views

Valuation of a public company's positions in “controlled companies” vs. “marketable securities”? [closed]

The latest Berkshire letter to shareholders (2015) states on page 1: ...the accounting rules that apply to controlled companies are materially different from those used in valuing marketable ...
3
votes
1answer
67 views

Why are funds' transaction costs 1% of their portfolio turnover?

John Bogle suggests the transaction costs incurred by funds (and thus the lag they have on their investments) should be considered as 1% of the fund's portfolio turnover (0.5% for buy, and 0.5% for ...
4
votes
1answer
182 views

How can I bet against oil in the long term?

I want to bet against oil over a long term period (5-10 years, let's say). What is the best way for me to go about this, i.e what should I purchase and how?
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2answers
106 views

Where to find Vanguard Index Funds?

I am trying to find Vanguards S&P 500 index funds and Vanguards Dow index funds. But I only see "Mutual" or "ETFs" Funds. Is Vanguard Mutual funds equivalent to a index fund?
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4answers
2k views

Can I buy stocks directly from a public company?

Is it possible to buy stock directly from a public company, bypassing a broker? It seems that discount brokers do nothing more than facilitate a trade and take a cut - I'd like to eliminate the ...
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2answers
63 views

How are bonds affected by the Federal Funds Rate?

My question is how do bonds react to changes in the Federal Funds Rate? Specifically, government bonds, because I don't see corporate bonds being affected as drastically. I've done research, but for ...
11
votes
1answer
3k views

200%+ return in 10 years from…bonds?

I read an article this morning about a million dollar bet Warren Buffett made with a hedge fund that would take 10 years to determine the outcome. They didn't each put down a million dollars, rather, ...
3
votes
1answer
131 views

At Vanguard, can I transfer shares from regular investment account to a Roth IRA?

Due to a misunderstanding of Roth IRA's benefits, several years back I opened a regular investment account at Vanguard (i.e. non-tax-advantaged). Now that I understand Roth IRA, I want to open one. ...
3
votes
5answers
147 views

Is the need to issue bonds a telltale sign that the company would have a hard time paying coupons?

Background I'm trying to solidify my understanding of bonds, and I have a question regarding something that's probably very basic. Question Say I have a company and I want to issue some bonds in ...
14
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5answers
832 views

Is losing money in my 401K normal?

I had about $10.5K in my Fidelity 401K account invested in their target fund. I started it a year ago. This is my first time with investing in the stock market. For the past 2-3 months, it keeps ...
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2answers
81 views

Question about dividends and giant companies [duplicate]

Before asking any questions I'd like to say that I'm not an economist, investor, entrepreneur etc. I just want to know how the world works. My first question is why would giant companies (Apple, ...
5
votes
1answer
108 views

How do ETF fees get applied?

I'm reading the prospectus for an ETF I've recently purchased. It states: fees paid directly from your investment I understand how this works for the OCF. However, there are 3 further fees for ...