Questions tagged [investing]

Investing is the process of buying assets such as securities, real estate and other items of value that will hopefully increase in value over time, providing a return in the form of income payments or capital gains.

Filter by
Sorted by
Tagged with
1
vote
2answers
45 views

When a company spins off a part of itself into a new company and I'm long the parent company will I automatically be long the spin off company?

*Disclaimer: This question is regarding taxes in the United States of America. I own stock in a company that announced at the end of 2020 that it will be spinning off a portion of its business later ...
9
votes
1answer
1k views

How can stockbrokers be so cheap in the U.S

How do stockbrokers in the U.S. manage to be so cheap? In germany i know a few brokers but at most of them the cost of an order is beyond 5€ (aprox. 6$) every time. In the states you have brokers like ...
-4
votes
2answers
99 views

What is a share, really? [closed]

According to wikipedia, a share is defined as follows: A single share of the stock represents fractional ownership of the corporation in proportion to the total number of shares. This typically ...
1
vote
4answers
199 views

Why contribute monthly to an IRA rather than a brokerage account?

Hypothetically, if I had a long term investment in mind (let's use FNCMX) that I believed would perform well enough annually to allow me to retire at an early age, (call it 40 years old) what ...
-1
votes
0answers
42 views

Can a private company refuse to sell a franchise to someone solely based on being black? [migrated]

This question was a result of a recent conversation regarding Chick Filet only selling their franchises to Christians. I thought that was discriminatory, but was told a private company can do anything ...
3
votes
2answers
378 views

Can I buy/trade stocks while waiting to close on a house?

I'm in the process of buying my first home and I know the typical advice of not taking out any new credit lines. I'm wanting to start investing in some stocks and was wondering if that would interfere ...
0
votes
0answers
24 views

Tax benefits for investors holding SAFE agreement with closing US-startup

I hold investments in a startup, using a SAFE agreement as the investment instrument. The startup is no longer existing, and as per the nature of the agreement, the investment is lost. I'd like to ...
30
votes
11answers
8k views

Excess income after fully funding all retirement accounts. Now what?

Long-time lurker, first time asker... I have a positive problem. We are a family of four with two small kids with one working parent (me). We have very little debt: our only debt is our mortgage, ...
1
vote
1answer
70 views

Should I take money out of my CD to pay towards my mortgage?

I need some help with the correct math to help me answer this question. I have a CD that has a 10 year term, earning 4%, that I put $25,000 into to start. I have roughly 2 years remaining on my CD. I ...
1
vote
0answers
39 views

What are the trading restrictions, if any, when investing within my Health Savings Account (HSA)?

I wonder whether there any trading restrictions when investing within my Health Savings Account (HSA). https://www.loyola.edu/-/media/department/hr/documents/benefits/health-wellness/medical/hsa-...
0
votes
2answers
82 views

Future Investments in Bull Market

Where should a conservative investor put his money when: the market is running up so fast, unemployment is increasing above 6 %, small businesses are closing at an increased rate, debt is and will ...
2
votes
2answers
171 views

How do companies profit after initial shares have been sold? [duplicate]

I have experience in investing and invest in several mutual funds each month, I understand the concepts of how the investor makes money from shares (either by dividend pay-outs or increases in share ...
2
votes
3answers
115 views

What impact does the delistment of Chinese stocks from the NYSE have on my holdings?

Recently, the New York Stock Exchange decided to de-list a number of Chinese Telecom stocks, and are rumored to be considering delisting further stocks, including Alibaba. I have a small stake in ...
0
votes
1answer
78 views

How much does taking a Macroeconomics course help you understand the field of investing? [closed]

I want to ask the macroeconomics version of https://money.stackexchange.com/a/12852. I know macroeconomics isn't finance and investing, but I think currencies are macroeconomics. Investors like ...
0
votes
1answer
63 views

Why articles give the stock market as an example for compound interest?

I have read a dozen or so books, including The Intelligent Investor, but I still like to read random articles about investing. I keep finding articles like this one where they give the stock market as ...
0
votes
0answers
23 views

Can Sri Lankan's invest in US Stock market?

Can Sri Lankans invest in US stocks from Sri Lanka itself? Is it possible to transfer funds directly from Sri Lanka?
3
votes
2answers
56 views

If I own a put option on XYZ, and XYZ becomes worthless, is my option also worthless?

This is a hypothetical question. Let's say I believe XYZ is in real financial trouble, so I purchase some seriously OTM put options on the cheap. Before the expiration, XYZ goes bankrupt and their ...
1
vote
1answer
30 views

How to calculate Cash Conversion Cycle for the service company?

I am trying to evaluate few Canadian telecommunication companies from the investment perspective. I am reading that one of the indicators that is advisable to evaluate is Cash Conversion Cycle (CCC). ...
3
votes
1answer
146 views

Why did this index fund jump almost 20,000% in 2017?

I am looking at Vanguard Pacific ex-Japan Stock Index Fund GBP Dist (0P0000KM1Z.L) on Yahoo Finance. Between 2017-12-24 and 2017-12-31 it jumped from £200 to £20,376. What would have caused such a ...
1
vote
1answer
56 views

How to contribute to HSA with after-tax income and regain taxes paid?

The payroll department screwed up at my company and didn't withdraw the final HSA contribution from my check for the purpose of depositing it into my HSA account. Their solution: just deposit into ...
12
votes
2answers
1k views

Why don't all dividend-yielding companies offer dividend reinvestment plans (DRIPs)?

My uneducated guess is that dividend reinvestments seem to be a win-win situation between companies and shareholders. As a result, I wonder why some dividend-yielding companies do not offer dividend ...
2
votes
1answer
43 views

Why is finviz not showing some stocks?

Finviz is a popular stock screener and is recommended by many traders. However, when I put a filter of "shorted more than 30 percent", it did not show me GME whose short percent is higher ...
-1
votes
1answer
39 views

Waiting for Bid vs. Ask [duplicate]

Does a person make a profit when the bid price is higher than what was originally paid for the share? I know that you buy the ask, sell the bid, but if I ask to sell a share at a higher number than ...
0
votes
2answers
54 views

When selling shares, etc through a stock broker, do unsettled funds always settle?

What could go wrong? Do you always end up getting the funds eventually? How long can you be delayed from getting the funds? Is there any counterparty risk of the other party not paying you the funds ...
0
votes
0answers
18 views

Performance of an investment when contribution values are variable

Every two weeks in 2020 (thus, 26 times), I've contributed some money (usually about $200, but sometimes more or less) to a bond fund. The starting value was $21000 and the current value is $28500. ...
2
votes
2answers
54 views

Can I swap personal and 401k assets?

Is it possible to swap assets between personal accounts and retirement accounts? Say I have $100 worth of one fund in my 401k, and I think that fund is better as a short-term investment, and I also ...
0
votes
0answers
32 views

Equity Crowdfunding payoff

I have invested in several companies so far through equity crowdfunding rules (on sites like seedinvest and wefunder), but I'm still not totally clear on how future equity might be allocated. Does ...
1
vote
1answer
84 views

What's more important, broad diversification or Dollar Cost Averaging?

The fee structure of my online broker would make a broadly diversified portfolio consisting of up to 8 ETFs very expensive in transaction fees if I decided to make monthly purchases for the purpose of ...
2
votes
1answer
74 views

Is there a study on profitability of broadly diversified indexed portfolios using dollar-cost averaging?

This topic has been discussed a lot (see e.g. Why isn't everybody rich?, What if You Only Invested at Market Peaks? and Stock market long term risk). There seems to be the conclusion that investing in ...
0
votes
1answer
41 views

Can I use instant cash ISA for shares in UK?

Can I use instant cash ISA for buying shares in UK ? https://www.barclays.co.uk/savings/isas/instant-cash-isa/ What advantages I will get by getting a shares ISA in UK ? one side effect is paying £4 ...
2
votes
2answers
61 views

Stop limit sell order doubt

I have a question about stop limit sell order. Let’s say I own 10 ABC stock @ $100 each. I would like to place the following stop limit sell order Current ABC stock price= $120 Stop price = $180 Limit ...
1
vote
2answers
52 views

Is total rate of return for a stock posted on financial web sites?

I am a beginner trying to teach myself investing. I have read that it is important to look at the total rate of return for the stock when evaluating it (1, 3, 5 years). I understand the logic behind ...
1
vote
2answers
69 views

Could I buy shares of upcoming NASDAQ IPOs at their offer price? For example: The upcoming Roblox IPO in 2021. If so, how?

This is intended for me: a regular 30 yr old guy who works 9-5, and has a middle class income. Please describe well. I am nearly a complete noob. I know a little though. Also I am from Canada.
20
votes
10answers
4k views

Can you really always yield profit if you diversify and wait long enough?

It is a common assumption (and, as far as historical stock market data goes, also proven) that the stock market is always growing if you enlarge the time window long enough . In other words: The stock ...
1
vote
2answers
75 views

WisdomTree ETFs

I have come across WisdomTree. I am quoting, as they define their line of work: WisdomTree is an ETF sponsor and index developer that uses a rules-based methodology to select and weight companies... ...
1
vote
2answers
48 views

How to calculate the value of an asset that yields royalties, given its past performance?

Let's say I have an asset that I created, such as a music copyright. Each year it yields some royalties. Maybe year 1 it's $1000, year 2, $1200, year 3, $600. If I wanted to sell it, how much ...
1
vote
2answers
137 views

Investing in index fund vs. investing to large-cap companies directly [duplicate]

I'm trying to understand the upsides/downsides of investing to an index fund vs. investing directly to stocks of some best-known and well-established large-cap companies. Every single article on ...
13
votes
5answers
4k views

Risks of using home equity for high risk market investing

I bought a home after the market crash in 2009 and I have quite a bit of equity in it now (100k). I still have 20 years until I retire and currently my main brokerage account is very high risk / high ...
3
votes
0answers
37 views

Can I transfer my HL LISA to a HL Stocks and Shares ISA without affecting my ISA allowance?

I have a Hargreaves Lansdown LISA and am concerned that the £450k limit may be too restrictive in the future as I am not planning to buy any time soon (and I am living in London). Since the ...
1
vote
0answers
10 views

UK investment: Can a 1 year Convertible Note or Advanced Share Agreement (ASA) work for EIS tax relief?

HMRC have limited EIS on Advanced Share Agreements (ASA) to 6 months. That is, the conversion to shares must be limited to within 6 months for an ASA to get EIS relief. That's a big restriction on UK ...
1
vote
3answers
156 views

If I short a lot of shares, will it make the share price drop even further?

I am just a high school student and had some doubts. So the price of a share is determined by demand and supply, so suppose I short a lot of shares thus increasing the supply, it will make it look as ...
3
votes
2answers
293 views

Is it possible to pay 0% Capital Gains tax if the account holder is the unemployed spouse?

Background: I am married and file joint tax returns. I am the sole income provider and my wife is a stay-at-home mom. Given that we live in a community property state and given the Unlimited Marital ...
24
votes
3answers
6k views

Can someone just forcefully take over a public company for its market price?

I am working for a Fortune 500 company. A recent drop in our stock price caused, let's say, some startle. Following that, one of our executives said in a global Q&A session in response to one ...
1
vote
1answer
45 views

FCF Calculation Discrepancy

I'm trying to calculate the Free Cash Flow (FCF) for a some public companies. My understanding is that the FCF formula is: FCF = [Operating Income] - [Taxes] + [D&A] - [Chg in NWC] - [CapEx] I am ...
5
votes
1answer
125 views

Victim of fraud - what about taxes on the unauthorized stock sale?

I was recently a victim of fraud on my investment account. Someone gained access and sold multiple stocks and also transferred money to their bank account. The brokerage firm is investigating and I'm ...
2
votes
1answer
72 views

Is this Money Market Fund giving negative yield?

I had a question about interpreting money market fund metrics that was answered here, but which raised a new question. Schwab SWVXX is a money market fund which has a Gross Expense Ratio of 0.34% and ...
0
votes
2answers
87 views

What is the name for a company formed only to make an investment?

What do you call it when someone gets X number of people who all want to invest in Y company; so u create a corp where equity is spread among them, and this corp invests in X company? Sounds like an ...
4
votes
3answers
72 views

Are capital gains and losses paid per stock or cumulatively for that tax period? [duplicate]

I'm trying to understand taxes as they relate to investments in the United States of America. I've been reading online about capital gains/losses taxes and I'm a bit uncertain how taxes are determined ...
0
votes
1answer
106 views

where to report a scam done by a forex broker? [duplicate]

How and where to report a scam done by bisazzamarket.com, a forex broker that claim s to have a USA MSB regulatory number? they used a MT4 platform to change my initial purchse price and closed my ...
1
vote
2answers
76 views

What can you do with 100 dollars in relation to investing and raising a business? [closed]

I am really curious if it's still possible to start with a low amount of money as I've heard a lot of success stories but wasn't quite certain if it's true or fake. Is it possible to raise a business ...

1
2 3 4 5
57