Use this tag for questions that relate to an investment you have made, plan on making, or have seen discussed.

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7
votes
6answers
575 views

Are stock index fund likely to keep being a reliable long-term investment option?

As I understand it, stocked-based index fund have been a reliable long term investment option in the last X years. Specifically, during "most" 10-year intervals in the examined history, the yield on ...
4
votes
3answers
12k views

Is there an online cost-basis calculator that automatically accounts for dividend re-investments and splits?

I recently sold stocks which I have been holding a long time. I don't have complete records. I do know that on a certain date, I had so many shares in an automatic re-investment program. Is there ...
5
votes
2answers
125 views

How to transfer personal earnings to a company

Say I work in the US and am using my personal earnings to bootstrap a small company. What is the proper way to transfer my personal wages into the company account? Do I just cut my company a check? ...
8
votes
3answers
1k views

Joint property ownership: 2 homeowners, but only 1 lives in the home. How to fairly split mortgage payments?

If 2 people decide to invest in a house, but only 1 of them wants to live in the house, should the interest only monthly mortgage payments be: split 50/50, the person living there pays 100% the ...
2
votes
5answers
209 views

Is it a good investment for a foreigner to purchase a flat/apartment in China?

Is it a good investment for a foreigner to purchase a flat/apartment in China? Why, or why not?
18
votes
12answers
985 views

What should I be aware of as a young investor?

I'm 19 years old and am keen on investing in blue-chip companies. What should I take note of?
3
votes
2answers
291 views

PPF / NSC inquiry eligibility

I have a 2 year old daughter, US citizen by birth. Can we invest in her name in PPF (Public Provident Fund) or NSC (National Savings Certificate) ? Both parents are Indian nationals.
2
votes
3answers
148 views
11
votes
3answers
3k views

What is most time-efficient way to track portfolio asset allocation?

I've recently decided I wanted to track my investments over time so that I could accurately determine really cool financial things like: My actual asset allocation My actual rate of return over time ...
1
vote
1answer
168 views

Effect of home country inflation vs. resident country inflation on immigrant's assets?

Let's assume that there is an immigrant whose resident/host country is US which has low inflation while his home country has high inflation. The immigrant invests in his home country using his ...
5
votes
2answers
249 views

Why is a Vanguard fund based on U.S. treasury inflation-protected securities (TIPS) returning more than the rate of inflation?

VIPSX says it has returns of >= 5% over 5 years and almost 9% in the last year. It appears to be based on U.S. inflation-protected securities. However, U.S. treasuries are returning near zero, and ...
11
votes
2answers
3k views

A good investment vehicle for saving for a mortgage down payment?

I've calculated that I will be able to save approximately enough for a 20-25% down payment on a home (at my back-end-ratio affordability level) in the next 2-3 years. I'm maxing out contributions to ...
2
votes
2answers
143 views

Has anyone invested with Privatiers? Is it legitimate?

Looking for offshore online investments, I stumbled upon Privatiers. It seems to be a Swiss asset management firm. What I would like to know is if it is legit? Does someone have any experience with ...
13
votes
2answers
492 views

Can a bunch of wealthy people force Facebook to go public?

Over at Dealbook, Sorkin writes in reference to Facebook: Once more than 500 individuals or institutions own shares in Facebook, securities laws mandate that the company go public. Google staged ...
2
votes
1answer
486 views

Are money market instrument and short-term debt same?

I am learning some basic concepts in investment. Here is my questions: Are money market instruments and debt (short-term) same? From the two links I provided, they look almost the same to me, ...
9
votes
1answer
1k views

Any Experience with the Gone Fishin' Portfolio?

In doing research on How to Select IRA Investments, I stumbled across the Gone Fishin' Portfolio. This link where I found out about the portfolio claims that it is based on the 1990 economics Nobel ...
4
votes
1answer
367 views

What are useful indexes for rapid evaluation of country investment risk?

The World Economic Forum released their Global Competitiveness Report yesterday and it offers a comprehensive view of individual country risk/reward. There has been an explosion of these types of ...
5
votes
4answers
5k views

Tracking Gold and Silver (or any other commodity investment) in Quicken 2010?

I am an avid Quicken user, and I have pretty much every account, investment, liability, and asset tracked in it. I recently started purchasing gold and silver as an alternative, "backup" investment, ...
3
votes
3answers
353 views

Investment strategies for young adults with entrepreneurial leanings?

I just graduated with my Masters and I'm working at my first job (in the US). Luckily enough, I don't have much in terms of student loans (primarily because my undergrad was completed in India). As ...
4
votes
3answers
98 views

What's a good way to find someone locally to help me with my investments?

I inherited a stock portfolio from my grandparents, and it has been sitting at the investment house where it was when I got it. I want to move this portfolio somewhere where the fees are lower and ...
37
votes
6answers
5k views

What is the best asset allocation for a retirement portfolio, and why?

Based on financial conversations I've had with trusted family members, I believe that asset allocation is one of the more critical things to "get right" during retirement savings. Based on an ...
18
votes
4answers
984 views

Is home renovation ever a good investment?

For years I was under the impression that renovating a home was an investment. However, when I look up return on investment for typical home renovation projects, it appears that even the most ...
2
votes
1answer
335 views

Which investment option provides the best income tax benefit? [Canada]

If I have $100 to invest and I have the ability to choose from the following: GIC at 3% interest Shares that I might later sell at $105 Shares that pay a dividend of $3 Assuming that the period is ...
9
votes
2answers
294 views

Can you calculate the ROI on your credit score?

I've heard it said from people who work in the industry that your credit rating isn't a measure of your ability to pay, but rather a measure of how profitable a customer you are. I've also heard ...
10
votes
6answers
254 views

Is there anything material I might own (aside from a house) that would increase in value?

Say, for instance, diamonds, or gold? Watches?
3
votes
3answers
384 views

What is my % return on investment for various home renovations upon resale of my house?

For instance, I've heard that there is a minimum 75% return-on-investment ("ROI") on bathroom and kitchen renovations - is that an accurate figure? What about the other rooms in my home? Are there ...