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.

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What are investing methods for high interest rate or inflation country?

What are investing opportunities when live in high interest rate or inflation country? Most of the people put money in to bank because it give high interest rate. Is it possible to do real state ...
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How could the earnings came from debt, what does the author mean here?

I'm reading The Intelligent Investor and quote: In sum it appears that a significant part of the 11% being earned on corporate equities as a whole is accomplished by the use of a large amount of new ...
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Following the big guys in real time

In the book Rule #1 by Phil Town, he explains that in general a large investor can take between 3 and 6 weeks to buy or sell a complete position. For example, Warren Buffett took several months (...
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What percentage of funds to allocate to different investments optimally with rebalancing?

There are 2 types of managed funds. The first is principal guaranteed with a fixed 5% annual return. The second's returns is between 20% to -20% annually. Is there a way to roughly calculate what ...
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Does the increasing popularity of index fund investing mean that it will become unprofitable in the future?

Index fund investing has become increasingly popular over the past 20+ years. More and more people seem to be pouring money into stock index funds in hope that future returns would be as good as they ...
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Price of Bond with irregular long first coupon period

I'm trying to manually calculate the price of a bond with a long first coupon period, found a few candidate formulas on Microsoft Excel Document: OddFPrice mit.edu: OddFPrice WestClinTech.com: ...
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Why do SEC offering circulars say "X Corp is not legally related to X Inc"

Reviewing this offering circular: https://www.sec.gov/Archives/edgar/data/1786471/000119312522234216/d283521d253g2.htm - it includes the following language: In this Offering Circular, the term “...
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Why would anyone invest in an index with percent decrement?

I recently learn that there a type of index called "decrement index". For example, a MSCI world decrement 4% index will constantly underperform the MSCI world index for 4% every year. A spy ...
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Actively Managed Funds or Index Funds [closed]

I am 40 and currently I am investing in the following funds. T Rowe Price (Actively Managed Funds) (Traditional IRA contribution POST TAX): Communications & Technology Fund - I Class TTMIX New ...
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Does this volume profile chart mean that people are still holding the stock at those price levels till today?

Probably the question on Volume Profile is a very basic one, but I am not clear about it. Please look at the following picture. The picture shows the chart covering close to 20 years. Right at the ...
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How much may a 30x increase in SpaceX revenue increase SpaceX stock value? [closed]

I know there is no exact answer to this, but I wonder if one of you readers with experience or education in these sorts financial things could depict what a reasonable outcome could be for SpaceX ...
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Dividend Coverage Ratio and Preferred Stock

I am looking at investing in a few companies which offer preferred stock. Do their dividend coverage ratios factor in the dividends being paid to preferred shareholders? If not, how can I find or ...
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How can I get a EIN Tax ID of a company that hasn't sent me tax docs

I invested in a Qualified Opportunity Zone (QoZ) that sent me a SAFE agreement (Simple Agreement for Future Equity). I know the name of the company. I even have the contact info of the company but no ...
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Paying into and managing a UK JISA while resident abroad

We plan to move abroad permanently but want to open a JISA for the little one ASAP, while in the UK. Does anyone know what problems there would be with holding, paying into and managing a stocks and ...
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Can I use Cost Basis to allow me to invest a chunk of money in the market without losing it?

I'm trying to understand how cost basis works and if I can use it in my situation. I've been looking to purchase a home since Fall of '21 and am still actively looking. I'm not in a hurry to move so ...
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Investing Accounts -- Does the total "acquisition cost" matter for taxes? Or does only the "realized gain" matter?

If I buy and sell the same stock or ETF many times throughout the year (basically day and swing trading), to the point where by the end of the year the total "acquisition cost" or "cost ...
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Investing in stocks and bonds to save for a home renovation

We have a goal of one day doing a large home renovation. This work is not urgent, but it would definitely be nice to do someday. I would prefer to take on as little debt as possible to do this, so I'm ...
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What is a reasonable ROI on friends & family capital loan for startup venture?

Every investor obviously interested in max ROI but what is a realistic ROI an investor would seek on a capital loan for startup venture? What is a reasonable duration for that receiving back the ...
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Is it smart to keep my TFSA when moving on a J1 visa to the US?

I am an Austrian citizen, who just finished his PhD in Canada (on a study permit) and will now move to the US on a J1 Visa as a researcher. I have some investments in my Canadian TFSA and was ...
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Is it safe to have a Standing Letter of Authorization for your financial advisor?

I have a financial advisor who manages my portfolio. That portfolio is stored in TD Ameritrade, and my advisor currently has the ability to make deductions from my bank account into the portfolio ...
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"Moonbag" Profit Taking Strategy (Tradfi/Crypto) vs Alternatives?

I just got off the phone with an agent at my tradfi institution and when i told them i was planning on taking profit on some stocks following the “moonbag” crytpo strategy (remove your principal + a ...
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Calculating CAGR from annual investments

Let's say I invest x amount at the beginning of each year. After N years, my total investments are worth y. How do I calculate the CAGR? As a bonus, assume that my only tool is Google Sheets.
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Is etoro a best place to start buying stocks for a beginner? [closed]

Since I had a monthly income (2 years ago) I was hesitating to start or not investing (buying EFTs, reits) ,for a long term, some of my monthly earnings, I was googling "The best websites to buy ...
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Adjusted Debt-To-Equity Ratio

I have read Warren Buffet and the interpretation of financial statement. They explained that an important ratio is the Debt-To-Equity Ratio (Total Liabilities / Total Equity). Sometimes this ratio can ...
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Spending Money Before Taxes

So I had a query and was wondering if you could help me out. I was about to get a substantial sum of money from somewhere which would definitely be taxed by authorities however I would rather invest ...
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What are the advantages/disadvantages to trading a stock listed on multiple exchanges on a US-based exchange vs foreign exchange?

I'm a relatively new trader. My goal is trading with a longer-term horizon in mind. That is, I plan to rebalance on an annual/bi-annual basis, and purchase whenever I see reasonable/fair valuations. ...
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(US real estate) What factors would lead to differences in returns between public REITs and crowdfunding platforms?

I was poking through this paper (yep, one source only!). As I understand it, it says that publicly traded US REITs in general don't seem to track US housing prices, once you control for some basic ...
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What option Greek is responsible for this?

Suppose you’re day trading and the underlying is going up. You have a want a put though as you think it’s going down long term. If you bought a 0DTE put, and the underlying moves in the opposite just ...
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Why oil, gas and metal ETFs simultanously drop?

As an ETF beginner I have four ETFs like iShares Oil & Gas Exploration & Production UCITS ETF - USD ACC Morningstar Rating Morningstar Rating™ , WKN: A1JKQL, Oil & Gas Exploration & ...
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Does converting a foreign company's profit to US dollars change the PE ratio?

When calculating the PE ratio of a company that reports in EUR, would the EPS be converted at today's exchange rate or the rate on the latest fiscal period end date (i.e. Dec 31, 2021)?
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Does 401k contribution to index fund pay dividends?

My 401k fund has an option for investment in S&P 500 index fund, however the investment doesn't come with any dividend yield. S&P 500 index funds such as VOO, SPY come with a dividend yield. ...
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Can you help me understand the behavior of DXY index after the FOMC interest raise?

Context: I am only a curious person observing what is going on in the markets. I am not educated in finance, investing, etc. Out of curiosity, I followed the behavior of Dollar (represented in the DXY ...
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Why is the YTD return for my 401k contributions down 20% but the YTD return on S&P500 is 1.5%?

I imagined that my 401k investments must be going to some low-risk-stable-return type of financial investments. However, when I checked the YTD return on my 401k contributions for this year, it was ...
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What does "haircut" mean here?

I'm reading WHAT HAS WORKED IN INVESTING, and quote When liquidation value appraisals are made, the estimated "haircut" on accounts receivable and inventory is often recouped or exceeded by ...
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Transfer holdings to different broker w/o paying capital gains?

Suppose you own a bunch of stocks/ETFs with a broker (e.g, Fidelity) and you want to switch to another broker (e.g., Vanguard). You can certainly sell the stocks/ETFs, move the cash to Vanguard, and ...
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Can I take profit in option trading if

If the current price of a stock is at 2000 and I take a call option buy at strike price 2100 weekly expiry with 80 ltp. Suppose now ltp increases by 5 points and yet the price does not go above 2100, ...
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Pro Rata - Calculate the amount of shares to buy

A company gets incorporated with only 2 stakeholders: 1st stakeholder has 250 shares (a.k.a 33.33%) 2nd stakeholder has 500 shares (a.k.a 66.67%) Price per share: 1$ On it's first financing round: ...
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Why are there fees on international online transactions?

I have been talking to some nice people around the world who want to help me finance a project. But when I look into the practical issues, it becomes almost impossible to do because of bank fees. Why ...
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Why might a company buy back their shares at a price above market value? [closed]

Some companies buy back their shares at a higher price than what is currently listed in the market. What is the benefit to the company, vs just buying at the current value?
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Why would anyone invest in a stablecoin (e.g. TerraUSD)?

Some stablecoins (a type of cryptocurrency) try to tie their value to another currency. For example, the TerraUSD stablecoin was pegged to the U.S. dollar, at least it was before it collapsed last ...
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1 answer
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Relationship between interest rates and DCF discount rates

I've been reading that interest rates lower the over future cash flows of equities, hence their decline as money can be moved elsewhere for better returns. What is the direct relationship between ...
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Changing Investing Strategy Near Retirement

Currently, I am 40 years old and I am investing in Traditional IRA (T Row Price actively managed funds) and also Index Funds (Vanguard). At what age, I should move to money conservation phase? ...
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3 answers
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Why is investing in commodities recommended during a stagflation period?

Not looking for investing advice. Instead, I would like to understand the underlying logic and mechanic as to why commodities could be beneficial as an investment during a stagflation. I believe there ...
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Is proxy voting advice available for small investors?

There are proxy advisor companies available for institutional investors, but it doesn't seem like there's any proxy voting advice available for small, individual investors. Where should a small ...
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Why should I hold stocks for the long term when the risk of more companies going bankrupt increases over time?

The longer the time frame, the larger the risk that any given company is going to go bust. If this is the case, then why is long term stock investing encouraged? Isn't it more risky to invest for the ...
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Mutual fund historic prices, seen @ Google and Yahoo, don't match my activity

I'd like to understand, how should I interpret the VFIAX mutual fund historic prices, which can be found @ Google Finance and @ Yahoo!Finance. For example, both these sites show the VFIAX closing ...
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Is this article correct about leveraged tokens?

In this article, it says the following: Let's say you're interested in buying Bitcoin, so you purchase $100 of it. After a day, the price has increased by 10%, and your investment is worth $110. But ...
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Does it make sense to repeatedly increase your limit order price in small increments until your order fills?

Whenever I buy a security, I always use a Limit Order. Just to be safe, I input a price just below the Bid Price, e.g. 21.80. Why? In case the spot price dips suddenly! See below. This cheap trick ...
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How to withdraw contributions from Fidelity Roth IRA? Fidelity-specific

From my understanding (correct me if I'm wrong), contributions can be withdrawn from a Roth IRA at any time without any penalty. I opened a Roth IRA with Fidelity two weeks ago and contributed $3,000 ...
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What difference does the domicile of the funds I'm investing in have regarding taxes in the UK?

I'm looking to invest some money and the investing website I looked at had two funds which looked near identical so I messaged the company asking what the difference was and they responded by saying ...
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