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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101 views

Why are fund managers' average/minimum purchase price from form 13F the same?

Using the fund managers 13F form filings you can calculate the average, minimum, and number of shares of a stock they listed for each quarter. Looking at the data to see who buy/add/reduce/sold out ...
8
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2answers
1k views

How can I replicate Vanguard's Total Stock Market Index using their S&P 500 and extended stock market funds?

I want to approximate the total United States stock market with part of my 401(k). I have access to two low-cost index mutual funds: VIIIX, which tracks the S&P 500 (large cap), and VIEIX, which ...
6
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1answer
334 views

Couch Potato Portfolio for Europeans?

I recently came across the Couch Potato Portfolio concept and was happy to find an investment strategy that made sense to me. Its origin seems to be the Canadian version, and it has been translated ...
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0answers
229 views

How can a beginner start an investment portfolio in Europe (France)?

I have been lurking, reading information about personal finances for a few months (if not years) now, but I didn't get the chance to start because I don't know where to start. Here is the thing: I am ...
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3answers
449 views

Why have I never seen a stock split?

I know it happens, but I've never seen it once. I'm a total stock amateur; I just invest small-scale amounts that I have to spare for the sake of experience/practice and a maybe a little fun. But ...
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1answer
598 views

Yield of a municipal bond with a sinking fund?

How do I calculate my expected return if I buy a municipal bond at a premium with a sinking fund feature? For example, I'm looking at a bond with a coupon of 5.5%, maturing July 2015, with the ...
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4answers
664 views

Does doing your “research”/“homework” on stocks make any sense?

One thing about investing has always bothered me. You constantly hear people saying you need to "do your research" or "do your homework" on a company before buying their stock. I rarely watch Mad ...
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1answer
105 views

Can I invest in the USA or EU from an Asian 3rd-world country, over the Internet?

Is it possible to invest in markets in the USA or Europe from an Asian 3rd-world country over the Internet? Does the laws of the USA or EU allow people outside to do so?
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5answers
328 views

Why are some long term investors so concerned about their entry price?

A long term investor is usually defined as someone who enters an investment for, say, 10, 20, 30 years or more. Generally they buy an investment to help meet a certain objective in their lives (e.g. ...
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1answer
241 views

What is the best resource for determining a specific age-based asset allocation?

I found a lot of information about how to allocate between stocks and bonds based on age, but I cannot find much about the proper allocation between domestic/international assets, large cap/small cap, ...
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2answers
167 views

Is there an advantage to international stock diversfication?

I'd like to reduce my risk of investing solely in the U.S. stock market compared to the rest of the world. However, my concern is that perhaps the U.S. stock market already has such international ...
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0answers
85 views

Where can I find quarterly earnings-per-share data for the major U.S. market indices?

Where (on what website) can I find last few years' worth of quarterly earnings-per-share for the Russell 3000? and the Dow?
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140 views

Investments backed by physical Diamonds?

I understand people can invest in Gold via ETF's which are investments backed by physical gold. My question is, do investments exist which are physically backed by Diamonds?
6
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2answers
168 views

When is a SEP IRA appropriate, can a Roth IRA suffice for self-employed individuals?

I am a self-employed individual working in the software industry; my current salary is commensurate to the market value of a software developer with 5 years of experience. I have not yet opened up a ...
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2answers
372 views

Is there a fool-proof way to keep up with inflation? [duplicate]

I know I can keep cash in an interest-based bank account, but that type of investment will not keep up with inflation, it seems. Would I be right to assume that government/corporate bonds can keep up ...
3
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1answer
79 views

Roth or Traditional IRA if getting a dramatic increase in income this year?

So I just learned that it's not too late to fund an IRA for 2012. With a week left and never having done this before, I now get to decide which type I want to open. Based on my (really vague) ...
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3answers
146 views

What sort of investment accounts are generally used for short term (not retirement) investing?

If accounts such as Roth IRA and 401(k) are designed for investing towards retirement, what sort of accounts do people generally use for short term investing, say 5-10 years? Ideally there would be ...
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2answers
181 views

What are the advantages of an IRA over general investment accounts?

I'm trying to understand the benefits of IRAs. I get that an IRA is an account for retirement in which I keep investments. And I get the difference between Roth and Traditional IRAs (in fact, that's ...
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4answers
182 views

Evidence for timing market in the short run?

I've deposited a sum of money in my Roth IRA and I'd like to invest soon, but I don't a firm deadline. Is there any evidence for a strategy I can use to "time" the market over a short time horizon, or ...
6
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1answer
510 views

How do small cap stocks perform vs. large cap stocks (like Dow constituents) during bear trends?

Does anyone have any good information on how small cap stocks, e.g. < $500M, perform during bear trends and/or recessions in comparison to large cap stocks like the Dow Jones Industrial Average ...
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1answer
255 views

Why might it be a bad idea to invest 100% of your 401(k) into a stock index fund?

Background: I'm a young 20-something, I won't be retiring for 40+ years, and the expense ratios for the funds offered in my company's 401(k) plan mostly suck. I understand that one of the reasons an ...
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4answers
541 views

How to invest in gold at market value, i.e. without paying a markup?

At 2013-03-24 - 11:30am, the value of gold in the UK per oz was 1056.7GBP. I can buy a 24 carat 1oz gold coin (999.9) for 1132GBP. I can sell that gold coin for 1010GBP. I am clearly doing ...
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1answer
143 views

How to see a portfolio's overall profit or loss on Yahoo Finance?

On Yahoo Finance, I created a sample portfolio and added a few stocks. Now when I go to the portfolio, it shows me the current price, how much up and down since the previous day, volume, etc. But ...
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1answer
69 views

What approaches are there for pricing a small business?

How do you know how much a small business is worth? If someone were to sell their bed and breakfast (for argument sake), how would they know how much it's worth? ... or more importantly, how would a ...
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1answer
80 views

What securities is Return of Capital applicable to?

I am trying to understand to which securities Return of Capital is applicable; I'm especially interested in stocks. From Wikipedia: Return of capital (ROC) refers to payments back to "capital ...
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56 views

Books about investing and finances [duplicate]

I'm a python developer and I'm pretty interested in trading. Are there good books on finances and investing for programmers? Or just for beginners? I have studied some economics in college, but not ...
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1answer
117 views

What is the difference between FINRA share volume and NASDAQ share volume?

What is the difference between FINRA share volume and NASDAQ share volume? Why does the daily list published by FINRA have considerably less volume then the volume data published by NASDAQ. For ...
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7answers
801 views

Why is the dominant investing advice for individuals to use mutual funds, exchanged traded funds (ETFs), etc

The dominant advice on this site (including that which I give to novices) regarding investing is to only invest in fund vehicles (mutual funds, ETFs, etc), rather than in individual stocks. Why is ...
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2answers
208 views

How to buy stock on the Toronto Stock Exchange?

I have an Ameritrade account and thought I was purchasing a stock that trades on the TSE. However, I was only able to buy a pink sheets stock. I'm not sure of the difference. Would it be possible ...
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3answers
3k views

How do I make a small investment in the stock market? What is the minimum investment required?

I am not rich, so I am talking one to two hundred U.S. dollars per month only. I would like to know whether I can buy stock using that little amount of money, and how to do that if possible? As an ...
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4answers
273 views

Where can I find all public companies' information?

Warren Buffett mentions that in his early days he used Moody's Manual, which centralized all public companies's information into a manual, to go through all companies and find interesting ones to ...
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3answers
519 views

What is the point of the stock market? What is it for, and why might someone want to trade or invest?

Sometimes you have to explain this to young people or people unfamiliar with the stock market. Why would a company want to be a stock company? Why would a person want to trade stocks? How does a ...
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1answer
159 views

Why is Dell currently trading above the buyout price?

Dell is going private at $13.65 per share, so why is it trading at $13.95 per share right now? Does anybody know when the buyout will actually go through? I can't seem to find that information ...
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2answers
1k views

How do I claim investment income that was earned in a jointly held account?

My spouse and I now have a jointly held investment account. I have received a T5 "Statement of Investment Income" for the account for the tax year, addressed to Mr James Foobar or Mrs Jenny Foobar. ...
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2answers
243 views

Investments other than CDs?

I have quite a lot of cash on hand, but I'm discouraged that I haven't been able to make my money work for me. I have no debt and live well within my means. I have an emergency fund in a savings ...
4
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1answer
50 views

What is the market rate of non-cash ISA fund administration fee in UK?

A friend of mine suggested a plan that takes a 1% administration fee (from the assets deposited) regardless of the type of investment you make (stock, bond etc.). This sounded quite high from my ...
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1answer
95 views

How to find if a public company has taken out a loan?

From a company's Income Statement, Balance Sheet, and Cash Flow data, is it possible to figure out if the company has taken out a loan and how much it has taken out?
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1answer
90 views

Why were numbers on these income statements recorded differently from year to year?

Below are two different income statements for Canadian Oil Sands Ltd. I am wondering how can their net income and other line items be recorded so differently across two consecutive financial ...
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2answers
249 views

What's the least risky investment for people in Europe?

I have a few thousand euros in a bank deposit and I was wondering where I should invest them, considering that I won't want to take much risk? I am ready to accept the lower ROI than investing the ...
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0answers
91 views

Is there an investment vehicle that simplifies the work of setting up a bond or CD ladder?

I am interested in investing a portion of my portfolio in fixed-income investments, as anemic as they are lately. Conventional logic says that it might be smart in such a down market to use a ...
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0answers
48 views

Investing in US Markets from India [duplicate]

Possible Duplicate: How can I trade in U.S stock exchange living in India by choosing the broker in U.S? I don't reside in US but would like to invest in US markets. If not in specific ...
9
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4answers
882 views

Over how much time should I dollar-cost-average my bonus from cash into mutual funds?

I just cleared about $65k from my bonus. I don't want this sitting in cash, but at the same time prefer to move into stocks/bonds over time (e.g. I don't want to invest all $65k at one price, and ...
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4answers
209 views

Multiple accounts stagnant after quitting job.

So I made the move to quit my job of over 10 years a few months back and have never been happier. My one problem is that I now have some accounts that I feel that I could be doing more with. I had ...
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2answers
97 views

Should mainland Chinese invest in the US market?

Forgive my poor financial vocabulary to put this properly. I'm a Chinese in China and for now most of my money (USD earned from US, transferred to China and then exchanged into CNY) are being managed ...
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4answers
965 views

Why would anyone buy a government bond?

In my country, the interest rates on government bonds are currently 2 - 3%, but I have money in a term deposit at the bank which earns 4% interest. I don't understand how this can be possible. Why are ...
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1answer
217 views

Investments: Feds buying more treasury bonds? How does it affect Bonds (going up or down)?

I have set up a 401(k) and I have bonds. When the Federal Reserve buys more treasuries (today's news) what's the effect on bonds? Should I sell my bonds or buy more?
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1answer
220 views

Is there a benefit to creating a donor advised fund to make charitable donations instead of simply donating to organizations each month?

I'm looking to set up recurring charitable donations to various groups, and I'm considering using a donor-advised fund through Fidelity or Vanguard. General question: Is there a benefit to placing ...
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5answers
6k views

Buying a small amount (e.g. $50) of stock via eToro “Social Trading Network” using a “CFD”?

On LinkedIn I saw an ad claiming I could buy some AAPL stock for as little as $50. I clicked and came to a site called eToro that calls themselves a "Social Trading Network". It appears the buying of ...
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1answer
728 views

Where can I find company filing information in Singapore?

I found that in the US one can take a look and research company filing information (such as 10-K, 10-Q etc) a the SEC before they invest in a company. For Singapore I only find SGX, and couldn't find ...
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1answer
48 views

Taxation of muni bond bought at a premium

Interest received from municipal bonds is generally tax-exempt at the federal level (and at state level if purchaser resides in the issuer states). Conversely, does this mean that a purchaser cannot ...