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
79 views

Can I transfer my West Australian rock lobster quota units into my SMSF?

Is it possible to transfer my pre-owned Western Australian Rock Lobster fishery quota units into my existing SMSF?
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1answer
1k views

What does a reorganization fee that a company charges get applied to?

Recently, one of my holdings underwent a reverse split. I was surprised (but not all that surprised) that there was an additional fee of $20.00 assessed, labeled as a "reorganization fee". This was ...
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2answers
119 views

Are there any other investing methods I should look into?

I'm looking into long-term investments. So far, I've looked at stocks, mutual funds, IRAs, and 401Ks. I'm 22 and recently begun my first full time job. I know the basics of these investments, ...
3
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1answer
56 views

Limiting Fees for Monthly Contributions

I'd like to start making more investments throughout the year to maximize earning potential with the goal of long-term financial growth. I've gone through the process of setting up a portfolio on TD ...
2
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1answer
129 views

Tax benefits to buying stocks on Dec 31 vs. one day later?

For an individual in the US (California), are there tax benefits to buying stocks on Dec 31 vs. one day later?
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3answers
224 views

Short Selling Specific to India

I'm trying to short sell for the first time and when I asked my broker he says that only Intraday short selling is allowed.That really didn't make any sense as the articles I read said I can short ...
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6answers
674 views

An index fund in my 401k performed very well this year. How to deal with the gains?

I'm 34. 100% of my 401k goes into an S&P index fund. I'm up about 25% this year. If this were in my brokerage account I'd probably cash out some of the profits and hold onto it and buy more ...
3
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1answer
124 views

Initial investment limit for an HSA? An IRA?

A fairly simple question but I had troubles finding the answer. (Apologies if the answer is well-known.) HSAs have a yearly contribution limit, as do IRAs. However, is there a maximum limit for the ...
3
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3answers
174 views

I'm a programmer and need a formula for calculating overal ROI [duplicate]

I'm programming a web app to track my hedge fund performance. I'd like to find my overall ROI for all time. If I had a beginning balance and my current balance then finding the ROI is easy. For ...
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2answers
141 views

As an investor or speculator, how might one respond to QE3 taper?

I see on the Internet a lot of talk amongst the financial types that QE3 may/may not taper off. I have owned some mutual funds as part of an IRA for the past year and took advantage of the huge ...
4
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1answer
36 views

Trustable, official sources on holdings, purchases and sales by finance academics/professionals?

For example, I'd be interested to learn what is held, purchased, and sold by: ● Harvard or Yale or other Universities' investment/endowment managements/managers. Howbeit, I'm aware of their ...
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2answers
758 views

Is there anything comparable to/resembling CNN's Fear and Greed Index?

Are there trustworthy indicators, indices, metrics, or other modalities that entail the elements of behaviour, psychology, sentiments, and the like, behind finance and investing? I'm aware of only ...
5
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1answer
272 views

Learning investment--books to read? Fundamental/Value/Motley Fool

I am looking to learn how to invest better. Currently I follow the Motley Fool recommendations and have done quite well that way, but I'd like to educate myself better so that I can make better ...
2
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2answers
477 views

Does Warren Buffett have a personal portfolio that is public?

I see a lot of references to "Warren Buffett's" portfolio, but it looks like most of them are actually just Berkshire Hathaway's 13-F, although most don't reference any source. Does Warren Buffett ...
3
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1answer
71 views

Selling equities for real-estate down payment

I'm 29 years old and my current financial situation is as follows: 53 000 USD invested in equities (low cost index funds and some in bond ETFs) 9 000 USD in cash. I have fairly low fixed costs and ...
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1answer
73 views

How does Fed's imminent cut-off in its monthly buyback program detrimentally affect Emerging Markets currencies?

I've been reading a lot of news regarding how Fed's plan in cutting its MBS buyback program has negatively affected Emerging Markets currencies, e.g., Philippines and Indonesia. However, I am not ...
2
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1answer
119 views

Investing at the beginning versus throughout versus the end of the year

I donate the max to my HSA, which I then invest in commission-free ETFs, with the plan of using this money for health care costs in retirement. My employer contributes a certain amount but that is not ...
0
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1answer
49 views

Where can I find definitive terms for a preferred share?

Specifically I'm looking for information regarding SCU, which according to some sources seems to be a preferred share of SCG, but I can't find any information regarding its call date, convertibility, ...
3
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1answer
85 views

What are the tax implications of purchasing mutual funds in the US with Australian dollars?

I am a dual citizen of Australia and the US, and a resident of the US. I have some savings in Australia that I would like to use to purchase mutual funds in the US. If I make the purchases using ...
3
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4answers
5k views

What's the formula to calculate the monthly or lump-sum investment amount for a desired future value?

Give the following values: Inflation Rate 2% Expected Return Rate 5% Future Value 1,000,000 monetary units Years to Target - 10 What is the formula to calculate the amount of? Lumpsum investment ...
2
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3answers
550 views

When to start with year 0 and when with year 1 when calculating NPV?

I am calculating NPV for one investment plan. When should I start the calculation of NPV with year 0 and when with year 1? I know that the year 0 is like the year when the company is just starting up ...
4
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1answer
644 views

Can you short a stock before the ex-div. date to make a profit?

If the price of a share automatically declines the same amount as the dividend on the ex-div. date why don't people short the stock right before the ex-date and then when the share price drops ...
2
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1answer
155 views

Looking to invest a part of my savings in state loans (bonds), how do I approach this?

I've read in several sources that once you have a certain amount of money it makes sense to invest it, rather than putting it in a savings account. Which makes sense since taxation on investments can ...
5
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2answers
181 views

Can the Securities Investor Protection Corporation (SIPC) itself go bankrupt?

The Securities Investor Protection Corporation (SIPC) insures investor accounts up to $500K: Terms of SIPC help. Customers of a failed brokerage firm get back all securities (such as stocks and ...
3
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1answer
3k views

How to invest 10k dollars, at the age of 23?

I have some money of my own that I have saved for years. At the moment I am 23, pursuing my masters. I have a little bit over 10k dollars. What would be a clever way invest my money. I am not looking ...
3
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2answers
183 views

Need a formula to determine monthly payments received at time t if I'm reinvesting my returns

I need a formula for how much money I will be receiving monthly and how much I will have in total for any time t (in months). The following is my scenario: I will be investing $900 monthly into a 3 ...
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2answers
170 views

Complete Opposite Calculations and Opinions - Using Loan to Invest - Paying Monthly Installments with Monthly Income

I managed to discuss Using Loan to Invest - Paying Monthly Installments with Monthly Income with a friend and his answer underneath is completely opposite from the current answers. Please understand ...
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2answers
152 views

Does SIPC protect securities purchased in foreign exchanges?

Suppose I open an account at an SIPC-protected broker (say Interactive Brokers) and buy 500,000$ worth of BP stocks on the LSE (London Stock Exchange). Now suppose Interactive Brokers goes bankrupt, ...
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4answers
476 views

Using Loan to Invest - Paying Monthly Installments with Monthly Income

I'd like to ask about a different payment method to this question. I use THEAO's first-rate answer there. How much profit or rate of return is required from a financial instrument, say stocks, to ...
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5answers
6k views

Is it possible for the average person to profit on the stock market?

Given that hedge funds and trading firms employ scores of highly intelligent analysts, programmers, and managers to game the market, what shot does the average person have at successful investing in ...
0
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1answer
303 views

What would stop someone from taking advantage of wide bid-offer spreads in extended hours trading via short selling?

I understand that the less volume occurring in a security, the less liquidity (the wider the bid-offer spread). So my question is, in pre-market and after-hours trading, when bid-offer can widen ...
4
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2answers
919 views

How can I see the holdings of a mutual fund?

I'd like to be a socially responsible investor. I'd like to be able to blacklist certain companies that I feel are violators of my own social beliefs. cough monsanto cough. I'm finding it to be ...
3
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1answer
95 views

standard method for learning more about a specific sector? (particularly biotech sector)

I've read some books and other resources on value investing (like this question)and fundamental analysis, but now I want more information on a specific sector: biotech. Is there a better way to start ...
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2answers
349 views

Where can I find a good online fundamental data provider for Hong Kong stocks?

I am thinking of investing in the Hong Kong stock market. One problem I am facing is finding a good online fundamental data provider that provides a database of financial statements for Hong Kong ...
3
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1answer
163 views

401k tax advantage vs lower fees in taxable account

Is there a formula or rule of thumb to help determine when it's better to put money in a 401k, 403b etc. or a regular taxable account assuming similar investments and returns (for example the same ...
3
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3answers
168 views

Why hedge when one can simply reduce the position size?

Often, I would read about traders/investors hedging their position in case things do not go their way. I find this strange. If one were unsure, then wouldn't it be better to simply reduce the position ...
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4answers
181 views

Why are options created?

At the moment I have to juggle with basics of FX OPTIONS. As for every other financial instrument that we use today, those have been invented as an answer to a question/bottleneck/problem one might ...
3
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1answer
352 views

What does the business term 'blue sky laws' mean? [closed]

I often hear 'blue sky laws' in reference to startup or early level businesses. What does it mean?
3
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2answers
677 views

Is a “total stock market” index fund diverse enough alone?

I'm just getting into investing (currently small amounts, to increase dramatically when I finish off my moderate interest student loans). From what I've read, index funds are the way to go, and I like ...
3
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1answer
102 views

Can I invest in local businesses and infrastructure?

Is it possible to invest in such things like: A small "mom-and-pop" store A hospital A utility company A credit union etc. or infrastructure projects such as: Building new water or power lines ...
3
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3answers
2k views

Questrade - What happens if I buy U.S. stock with Canadian money?

Recently, I heard that when you buy U.S. stocks with Canadian money in a Questrade account, they actually make a loan of the U.S. dollar amount you bought even if you have enough money to do the ...
2
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1answer
88 views

Do retail traders get any advantage from learning methods of mathematical of finance?

There are many mathematical tools that are used in analyzing the stock market, including things like path integrals and statistical mechanics . Does the application of these tools in financial ...
3
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2answers
216 views

Choosing a vehicle to invest a kid's money on their behalf (college, etc.)?

This is a variation on Strategies for putting away money for a child's future (college, etc.)? My question regards money gifted to a kid (by a family member in this case). What should I ...
0
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4answers
1k views

I've got $100K to invest over the next 2 to 7 years. What are some good options?

I have ~$100K in cash right now that I need to put somewhere. I plan on using the money for a down payment on a home sometime in the next 2 to 7 years (if I were a betting man, I'd say in 3.5 years). ...
1
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1answer
147 views

How can net profit be positive when expected payoff is negative?

I was reviewing someone's trade history in FxPrimus and came across this (main currency USD): What strikes me as odd is that even though gross profit is $0, gross loss is $3649, and expected ...
5
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2answers
226 views

What considerations are there for making investments on behalf of a friend?

I've thought of two approaches so far: Pool their money into my own brokerage account and simply split the gains/losses proportional to the amount of money that we've each contributed to the ...
3
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1answer
188 views

Is there an online service that provides public company information through a public API?

I want to write an application to gather financial information of public companies and bonds for my own research. Is there any place online that I can do this that has a public API?
4
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1answer
88 views

Where can I buy bonds and other securities other than stocks?

I keep hearing that I can only buy bonds and other securities such as Treasury Bills from a broker...the thing is, I don't want to pay a broker (yet). I know I can buy stocks online through a trader ...
4
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2answers
102 views

Are there any tax concerns with small periodic vs larger less frequent contributions?

Haven't had to worry about this much with tax my tax advantaged accounts. But I have started up a mutual fund with Vanguard, and I was curious if there are any tax related concerns with investing a ...
2
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1answer
331 views

What should I consider before buying a condo under construction, for flipping at a profit?

I am planning on buying a second condo, with the hope of selling it for a profit as soon as the construction is finished (i.e. flipping it). My questions are: What significant risks are there in ...