Questions tagged [assets]

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14 views

ExxonMobil Cash Flow Statement: Proceeds associated with sales of subsidiaries, property, plant and equipment, and sales and returns of investments" [closed]

In ExxonMobil Annual Report 2019, In Cash Flow Statement. I found an account under the name "Proceeds associated with sales of subsidiaries, property, plant and equipment, and sales and returns ...
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1answer
69 views

Not understanding the calculations done in the book

I was reading "The Intelligent Investor by Benjamin Graham" and came across a series of calculations that I'm not getting as to how it has been arrived at. I'm quoting the entire text from ...
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0answers
53 views

Is there a way to automatically get the underlying assets of an ETF? [closed]

One can check the underlying assets of an ETF through the manager's website. For example, scrolling down in the Porfolio Data tab here for the FTSE North America UCITS ETF. Since the underlying assets ...
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1answer
45 views

How does a specific share having intermediate owners during a time period affect volume?

Take any public company on an exchange. On this exchange, Person A sells one share of this company to Person B for $X, then Person B sells the specific share he bought from Person A to Person C for $Y....
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1answer
150 views

How to measure the value of money? [closed]

I am having trouble measuring the total value of my assets. Let me explain; Let's say I have 100€. By doing some foreign currency exchange, I have managed to obtain 110€, so one might say that I have ...
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1answer
30 views

Assets Held-for-Sale

I am trying to learn a bit about company operations and finances. I doing some light reading on BMO's 2019 Annual Report to Shareholders. I just randomly chose a listed company; just start somewhere. ...
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1answer
30 views

Testing the CAPM using the Fama-MacBeth (1973) Approach

I need to conduct the Fama-MacBeth (FM) procedure for my thesis to test the ability of the Fama-French (2015) and Carhart (1997) six-factor model to predict future expected returns. In univariate ...
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2answers
62 views

How to find total equity from balance sheet of a company?

I was looking for balance sheet of a company to know about it's total assets, liabilities and equity price. I tried apply basic formula to get equity, which is 'Assets = Liabilities + Equity'. But, ...
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1answer
78 views

Is book value a meaningless metric for American REITs?

Is it true that US REITs do not re-value their real estate net-worth every year? If yes, then how the "total asset value" is calculated?
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29 views

Assumptions in Conventional Finance

These are the 3 main assumptions used in Conventional Finance: Price of assets are correct, ie equal to it's intrinsic value Resources are allocated effectively World is fair and so are the market (...
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1answer
49 views

What are the non current assets in a balance sheet?

In order to know if companies are conservatively financed I query an API that gives me the financial information. Yet when if the information it gives for the current assets, I can't understand what ...
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3answers
187 views

Can a software or app you developed be classified as an “Asset”? If its generating revenue or turning into something big or both

I am not a econmics student.I dont understand anything about money ,investement and trying to learn about it I learned financially successful people invest more in building asset than liablity.. I ...
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20 views

Understanding Assets Under Management (AUM) in relation to ETFs

From ETF.com/SPY (recently updated): SPY has $243.24B of Assets Under Management. From Investopedia (article from 2018): SPY is still the world’s largest ETF and the world’s most heavily traded ...
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1answer
136 views

Can shareholders’ equity be more than total assets?

I was just learning about DuPont Identity on investopedia with this example: #DuPont Identity Example Calculation Assume a company reports the following financial data for two years: Year one net ...
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2answers
225 views

What happens to the physical assets such as laptops and phones after closing a company?

Let's say that I own a small company with 10 employees. The company has provided each one of them with brand new laptops and mobile phones. If the company closed, the employees would return the ...
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3answers
257 views

is high credit score an asset? [duplicate]

A quick definition of asset is a useful or valuable thing, person, or quality. Can a high credit score be thought as an asset ? I am not asking what can I do with my credit score, I am simply asking,...
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1answer
256 views

What is “the liquidity illusion”

I came across this visual, but it's a bit complicated, I haven't been able to make sense of it. In so many words, the way I read it is: if defaults pile up, the market is spooked, spreads increase ...
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1answer
283 views

Correctly calculating depreciation when transferring an asset? [closed]

I'm building an asset manager that will manage all fixed assets in one single web application for multiple schools. Schools can transfer assets between them; this is where I get confused on the ...
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2answers
303 views

Why do banks give loans instead of buying assets themselves?

There was asked a similar question why don't banks invest money in mutual funds or shares instead of giving personal loans It was about buying fonds and shares. Those are derivatives. Here is an ...
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3answers
2k views

Understanding my company's liabilities

I am seeking to close a UK business I own but I am worried about being hit with a huge tax bill. I have been provided a balance sheet which states the following: TOTAL ASSETS LESS CURRENT ...
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1answer
170 views

How to calculate my financial healthiness?

I came across this website that could calculate how healthy my financial standing is by asking ten questions. https://www.nerdwallet.com/blog/financial-literacy/ But I feel those ten questions are ...
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2answers
254 views

Receive liability as a present

My parents in law want to give my kids a used car as a present for their 17th birthday (about 8000 dollars). I know that this is going to add about 250 monthly on gas+taxes+maintenance to our expenses....
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1answer
173 views

What low cost assets can I invest in? [duplicate]

I'm 22 years old and have some money saved up, sitting in the bank. The idea was to buy a house, but in my country (the Netherlands) the costs of properties have raised significantly. If I would buy ...
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1answer
58 views

What reason do we have to believe ratings agencies will do their jobs on ABS's?

I was reading: http://people.stern.nyu.edu/igiddy/ABS/absasia.pdf for a high level overview of the construction of Asset Backed Securities as I found out recently that securitization has come to an ...
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12answers
19k views

Is a house an asset?

Intro: I'm 21 and I do not know anything about personal finance. I want to start learning because I strongly believe that this is a very important and necessary attribute to learn. I have read ...
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2answers
210 views

How do asset managers make money

I understand that asset managers and mutual funds earn income through the fees they charge investors. However, if my understanding is correct that is usually applied at the end of the year. So how do ...
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1answer
67 views

Disposing of hardware item from current assets, is the reduction in assets posted to equity or special loss account?

I'm disposing of an old laptop that is broken and completely unusable. Let's say it was purchased for $1000 before taxes, already been accounted for in Current Assets since the date of purchase, and ...
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1answer
120 views

Do GnuCash Income entries ever stop contributing to the Income Account's total?

I'm building a personal budget in GnuCash and after entering my starting equity, I've added my new paycheck in the Income section of my budget. I've entered it as transferred to my Checking Account ...
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1answer
96 views

When and how to create a will document Vs. inheritance rules

I few questions related to will: Q1: Is there any particular kind of assets for which you must have a will document or inheritance rules are sufficient? In particular: Real Estate Automobile ...
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1answer
79 views

Trying to understand 'assets' of an electrical energy distribution company in this context [closed]

Extracted from text: Another new potential role for distribution companies is in the deployment of innovative technologies such as distributed storage, EV recharging infrastructure, and ...
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1answer
125 views

Betting against beta

I'm reading this paper by Andrea Frazzini and Lasse Heje Pedersen (http://pages.stern.nyu.edu/~lpederse/papers/BettingAgainstBeta.pdf) - and I have searched on youtube and here aswell but I can't ...
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7answers
11k views

Why does Warren Buffett consider real estate as productive asset?

In the Berkshire Hathaway 2011 letter, Buffett said: My own preference – and you knew this was coming – is our third category: investment in productive assets, whether businesses, farms, or real ...
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2answers
1k views

How to calculate return for “negative” investment

I'm tracking a few investments, with a simple formula for total (non-annualised) return, which is (current_value - money_invested) / money_invested. For one of my investments, however, I already ...
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0answers
49 views

Meaning of negative stockholder equity [duplicate]

In McDonald's 2016 annual report Balance Sheet, it shows Total Liabilities is greater than Total Assets. So it's Total Stockholder's Equity appears to be negative, with these fields reported as ...
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1answer
216 views

Protecting assets against addictions

How would you pass or gift assets to a person with a gambling addiction? I suppose a drug addiction would be easier to deal with, since in this case the addicted person won't be able to blow it all ...
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3answers
241 views

Asset allocation when retirement is already secure

A bit of background information, I currently have a pretty good defined pension plan with my employer, above average salary and ability to contribute to savings, high earning potential, and a low cost ...
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4answers
330 views

How to acquire assets without buying them? [closed]

A friend named Bob told me that he knows a guy who owns a shopping mall. I asked him how his friend owns this shopping mall, but he doesn't know how. How does one just own a shopping mall? I've been ...
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2answers
171 views

Coin collection evaluation process

What are some of the ways to research a coin collection you inherited.
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1answer
324 views

What happens to your assets if there is no heir?

I have read a lot of articles about what happens if you die without a will in a variety of situations (married, single, domestic partners, with/without children, etc.). Most "extreme" is that you die ...
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0answers
34 views

Section 179 and Closing LLC

I closed my LLC 2016 (sole, no employees), can I take section 179 tax deductions in the 2016 return? Do I need to recapture my previous section 179 deductions?
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2answers
2k views

Transfer value of a mortgaged house

My mother and I co-own a house (50/50) that is currently mortgaged. It's an investment property, so we collect rent income on it. We're looking at transferring her interest in the property to me, ...
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2answers
369 views

Are social media accounts (e.g. YouTube, Twitter, Instagram, etc.) considered assets? [closed]

I thought this would be a relevant question to ask here. I saw other similar questions where it was made clear that things like websites and domains are assets and can be worth huge sums of money. ...
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2answers
11k views

Is a website/domain name an asset or a liability?

To what extent can one consider a domain name and/or website to be an asset vs. liability? Clearly the people who have websites that do make big profits off of them consider them to be valuable, ...
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3answers
224 views

How should one bequeath a large asset (e.g. real estate) in a way that will cause the least disagreements among multiple heirs

Say that I have a large asset, like a real estate or a valuable possession, that I want to handle in my will. I have three children and would like to bequeath it to them (I don't think it would be ...
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3answers
4k views

What can my relatives do to minimize their out of pocket expenses on their fathers estate

I live in Florida with my wife; she has a brother and sister who both live in Georgia. We have some questions about the estate of their father who used to live in Pennsylvania but passed away just ...
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3answers
398 views

Is unrealized gain part of asset?

I'm gathering my assets information (cash, RSP, margin, etc) in an excel to keep track of my saving progress over time. I'm struggling about which amount to put, for example, I invested 1000$ this ...
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0answers
87 views

Spain: non-resident declare assets over 55,000 EUR?

My mother was a resident in Spain previously, however this was before they changed law forcing you to declare all assets over 55,000 Euro. Back then she did not have any assets within the UK. I am ...
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1answer
3k views

Difference between double declining balance and reducing balance

As I understand it if we have a double declining balance asset worth £10,000, declining over 10 years, we will depreciate by an annual rate of 20%. But I have also been told that double declining is ...
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1answer
253 views

Balance sheet, what does the number behind intangible assets mean?

Simple question, if a companies balance sheet shows it has intangible assets of 30,000, does this mean that the company has earned $30,000 by selling lets say software licenses, or the value of that ...
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1answer
112 views

How can I optimise a portfolio of traditional & alternative assets?

Standard risk optimisation of a traditional assets (like stocks and bonds) is pretty straight forward, I have been optimising and backtesting a stock, bond & REIT portfolio on Swanest. I am ...