0
votes
1answer
191 views

Why do both stock and bond seem overvalued in 2014?

The general wisdom is that when stock is overvalued, bond is undervalued, and vice versa. Why are both suggested to be in a bubble in 2014? Also, if one believes in tactical allocation, what asset ...
2
votes
1answer
163 views

Does the uptick rule apply to all stocks/ETFs and other securities, or only specific ones?

Does the uptick rule on U.S. securities apply universally across all stocks, all bonds, all futures and all options? Or is it limited to certain category of securities/instruments? Is there a ...
2
votes
1answer
84 views

What kinds of financial assets have a fixed payment and finite time?

Which kinds of assets have the following properties? Can be bought or sold in some market Pay some pre-specified amount if a pre-specified (but in the present uncertain) event occurs Has fixed ...
3
votes
2answers
478 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 ...
-2
votes
2answers
406 views

What is the compound annual growth rate of the major markets?

What historical compound annual growth rates (CAGRs) have the major markets provided? Data as far back as has been recorded is preferable. Specifically I'm looking for returns of: Short-term, ...
1
vote
1answer
52 views

How to find out if a company has purchased government (or other) bonds?

Looking at a company's income statement, balance sheet, and cash flow, is it possible to find out if a company has given out a loan to a government or to another business, i.e. government/corporate ...
2
votes
6answers
330 views

Investement for beginners in the United Kingdom

Apologies if this question has been asked elsewhere. I live in the UK and earn a decent salary. I have never invested in shares or stocks, or bought a government bond. But I have recently started ...
12
votes
5answers
317 views

Why would a company with a bad balance sheet be paying dividends?

As an example, Ford Motors recently reinstated its dividend. It still has a lot of debt and a high debt-equity ratio. Its bonds are still rated as junk. Why would a company like this spend its cash ...
0
votes
1answer
106 views

Effect of different macro trends on different asset classes

Briefly if possible, what are the effects of the following macro environmental trends: Above-average / high inflation Deflation On the following asset classes: Non-dividend-paying Equities ...
11
votes
3answers
987 views

What is the difference between a stock and a bond?

I am just learning about finances (only 14 years old) and have heard about Stocks and Bonds and I would like to know the difference between these two things and wonder why would I invest in one or the ...
6
votes
2answers
374 views

Looking for suggestions for relatively safe instruments if another crash were to happen

My current investment strategy involves having 20% as liquid cash, 30% as bonds (aggregate bond fund), and 50% as a mix of domestic and international equity. The stock portion is invested via index ...
3
votes
2answers
75 views

What is the best resource to research the current state of asset classes for mutual funds?

I have a fairly simple asset allocation as follows: 50% Large Cap stocks 15% Small Cap Stocks 5% REIT 10% International Stocks 20% Bonds What is the best web site to track how each one of these ...
5
votes
2answers
653 views

Why is my corporate bond portfolio decreasing when my stock portfolio is increasing?

For some reason my CFT, CIU, CSJ, and LWC are -2.95% overall, when the rest of my stocks are at +8%. Is there any specific reason why Corporate Bonds are going down while the market is climbing?
16
votes
5answers
4k views

What is a good asset allocation for a 25 year old?

I have a mid-sized portfolio (under $100K). And am currently in 100% stocks. I have seen some advice being given that states 80/20 bonds will yield similar returns as 100% stocks with less volatility. ...
7
votes
3answers
2k views

Where to find out conversion ratio between General Motors bonds and new GM stock?

I bought some General Motors bonds (ETF-traded under "XGM" symbol) when they were at depressed prices, before GM declared bankruptcy. GM is supposed to be having an IPO sometime in November, and ...
4
votes
2answers
151 views

Why are both government and commercial bond prices rising?

For the last 2 months both Gilt (UK government bonds) and UK commercial bond prices have increased. Many commentators have said the flight to government debt is a response to stock market uncertainty, ...