Questions tagged [assets]
The assets tag has no usage guidance.
82
questions
0
votes
2answers
82 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, ...
37
votes
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 ...
13
votes
6answers
31k views
What's a normal personal debt / equity ratio for a highly educated person?
I'm trying to figure out what a bad / normal / good personal debt / equity ratio is. Most sites deal with debt / income ratio, which is a cashflow metric, and I want to focus on assets / obligations. ...
1
vote
1answer
75 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 ...
1
vote
1answer
46 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....
0
votes
1answer
152 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 ...
0
votes
1answer
32 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.
...
0
votes
1answer
36 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 ...
0
votes
1answer
50 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 ...
4
votes
2answers
2k views
How do I calculate my net worth according to the book “The Millionaire Next Door”?
I remember reading about PAWs, UAWs, and AAWs. I also remember that the formula for what your net worth should be on average (to be an AAW) is your income (without inheritance[s]) multiplied by one ...
2
votes
1answer
79 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?
0
votes
0answers
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 (...
1
vote
3answers
204 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 ...
0
votes
0answers
21 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 ...
0
votes
1answer
159 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 ...
0
votes
2answers
243 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 ...
4
votes
3answers
260 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,...
1
vote
1answer
260 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 ...
0
votes
1answer
333 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 ...
2
votes
2answers
325 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 ...
3
votes
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 ...
Harper - Reinstate Monica
44.7k9 gold badges66 silver badges150 bronze badges
1
vote
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 ...
1
vote
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....
1
vote
1answer
20k views
Does CAPEX include intangible assets?
CAPEX is defined here as funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment.
The video states that "the value of the capital ...
2
votes
1answer
174 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 ...
35
votes
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 ...
1
vote
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 ...
3
votes
3answers
457 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 ...
0
votes
2answers
219 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 ...
2
votes
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 ...
1
vote
1answer
121 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 ...
4
votes
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
...
0
votes
1answer
126 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 ...
1
vote
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
...
4
votes
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 ...
6
votes
1answer
218 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 ...
1
vote
0answers
50 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 ...
3
votes
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 ...
-1
votes
4answers
353 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 ...
3
votes
2answers
175 views
Coin collection evaluation process
What are some of the ways to research a coin collection you inherited.
5
votes
1answer
350 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 ...
1
vote
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?
1
vote
2answers
16k views
How do I calculate my own assets?
What should I include in my asset calculations? How do I know what is an asset and what is a liability?
11
votes
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, ...
3
votes
2answers
381 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.
...
5
votes
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, ...
1
vote
3answers
225 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 ...
29
votes
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 ...
11
votes
1answer
3k views
Taxes on selling a classic automobile received as a gift
When I was in high school, my father-having just had a heart attack-gifted me a classic automobile. This year, he passed away and I ended up selling the car. (The car has been in my name now for ...
Ben Miller - Remember Monica
99k25 gold badges276 silver badges355 bronze badges
11
votes
2answers
4k views
Treatment of web domain ownership & reselling for tax purposes: Capital asset, or not?
I run a web publishing business. I buy a large number of domains — and occasionally sell one, although not frequently. Some domains are developed into websites, which bring in advertising ...
