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

learn more… | top users | synonyms

-2
votes
0answers
29 views

Profit from stocks and shares [on hold]

If someone want to make profit from stock each monthly how? And how to dilute shares and profit from them monthly
0
votes
0answers
22 views

OptionsXpress broker [on hold]

I want to open a broker account and I'm quite confused since I'm not from U.S nor U.S citizen and a lot of popular brokers (TradeKing,Scottrade,Etrade...) won't accept my application. I was looking ...
0
votes
1answer
30 views

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

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
votes
1answer
71 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 ...
-2
votes
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
votes
3answers
132 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
votes
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 ...
-2
votes
0answers
50 views

How should I invest monthly [closed]

Are there any options for an european to invest monthly a small amount of money into something that doesn't require a lot of attention. Doesn't need to be very liquid. I am looking for something that ...
1
vote
0answers
26 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
65 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.
1
vote
1answer
24 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 ...
1
vote
2answers
69 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
votes
2answers
71 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
votes
0answers
24 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
votes
5answers
169 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
votes
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
50 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
votes
2answers
105 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 ...
1
vote
3answers
683 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
153 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
votes
0answers
26 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 ...
11
votes
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
votes
2answers
71 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
58 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
175 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
votes
3answers
288 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
votes
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 ...
0
votes
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
votes
4answers
168 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)- ...
1
vote
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
votes
2answers
260 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 ...
1
vote
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
62 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
176 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?
1
vote
2answers
104 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?
8
votes
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 ...
1
vote
2answers
59 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
129 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
146 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 ...
11
votes
4answers
588 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 ...
-2
votes
2answers
76 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
103 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 ...
0
votes
2answers
119 views

Saving/ Investing a lump sum

I have recently come to a settlement agreement with my employer, to terminate my contract. As part of the agreement, I am expecting to receive a pay off in one lump sum. I do not have any immediate ...
3
votes
2answers
68 views

Got a budget for grad school with some extra cash. Add it to my portfolio, or use it for grad school?

This year I’ve maxed out my Roth IRA (with employer matching): https://hellomoney.co/portfolio/6bad58-roth-and-401k Aside from that, I’ve got $17k in a checking account that up until now I haven’t ...
0
votes
1answer
62 views

Should peer to peer lending be part of a diversified taxable portfolio

I'm wondering how p2p lending factors into taxable accounts. They do offer diversification outside of normal bond etfs. Are they appropriate in rounding out a diversified portfolio, or should a ...
1
vote
1answer
135 views

Bond strategies for a steepening yield curve?

If it is believed that the yield curve is going to steepen very soon, it may be fall in short-term rates, a rise in long-term rates, or some combination of these. What strategy should you pursue in ...
10
votes
1answer
3k views

Why is this stock price inflated by 70x its real price?

The price for CSP1 (London Stock Exchange) has a short term price history that indicates the prices are roughly 7000% of what they are in reality. For example, on Jan 29th 2016 the price was reported ...
0
votes
2answers
93 views

Should I just stick with the funds that have had the highest long term returns?

Since I won't be touching the money in my retirement accounts for decades into the future (I'm 24 years old), does it make sense to just invest the money in volatile sectors of the market, but that ...
-1
votes
1answer
74 views

What causes a stock to drop in price?

sorry for some minor grammar issues its late and I'm trying to get as much information for a class of mine. So what exactly is making the price of a stock to go down even though as an example through ...