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Investing is growing money over a longer time frame. When appropriate a specific tag like stocks, mutual funds etc should additionally be used.

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Should I become a landlord (effort required for positive cash flow) or keep the money in ETFs until I settle down?

Serious answers only. I'm 22 years old, I started working full-time 5 months ago, and I'm trying to decide if it's better to spend the time, effort and money to invest in a townhouse and become a ...
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2answers
20 views

Is the limiting factor in the volume of the options market options sellers or option buyers?

For example, options trade volume is less than that of equities, and most option trading is concentrated amongst a small group of top companies. However, that doesn't mean that there are profitable ...
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1answer
90 views

Who are the holders of stocks on the market?

Is there a source that documents who are the holders of stocks on the market? I am especially interested in the distribution of big players such as BlackRock, Vanguard and private investors. I.e. 70% ...
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3answers
75 views

Investments with constant change of residence around the world

Let's suppose I have a given amount of money that I desire to invest for a long-term goal, e.g. 15-20 years, and that my job makes me change residency in several parts of the world, i.e. during this ...
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1answer
82 views

When a stock is replaced in an index, does the ETF incur a net loss?

Suppose I have invested in ETF VOO. This ETF tracks the Vanguard S&PP 500. If a stock such as Goodyear (GT) that is contained in the S&P500 gets removed and replaced with another stock such as ...
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1answer
21 views

A question about CAPEX when Calculating Free Cash Flow (FCF)

When performing the following to determine free cash flow: Free Cash Flow = Operating Cash Flow - Capital Expenditures Do I include only Capital Expenditures (13,732 in the example below), or do I ...
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2answers
120 views

how to find out if a company has stock/shares to invest in?

Scenario: Lets say I'm walking down main street and a company or two catch my eye as possible investment opportunities. How do I go about finding if they have stock/shares to invest in? Some may ...
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1answer
42 views

Extension risk with IO bonds

I'm trying to understand the extension risk associated with interest only bonds in a CMO. When rates rise, prepayments drop, and so the life of the IO bonds is extended. This causes the value of the ...
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1answer
35 views

ETF annual expense ratio: how to calculate on a portfolio?

I'm building a portfolio on Excel that includes the following data: price at purchase number of shares commission/fees current price How should I calculate the impact of the Annual Expense Ratio to ...
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0answers
60 views

Regulations regarding investing in a private business

There have been a couple of years where, after maxing out contributions to retirement accounts, I've had some disposable money left over that I'd like to invest in something other than publicly traded ...
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2answers
99 views

What prevents leveraged ETFs from exceeding their underlying value in times of high demand?

For example, today SPY decreased -3.17% and therefore the 3x Bear SPY ETF, SPXS, increased 9.85% - roughly equivalent to 300% inverse (310%). What if you somehow foresaw the decrease early in the ...
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1answer
84 views

How can I find out about shareholder perks?

I recently read an answer to a question here that talked about holding certain investments to reap perks for shareholders (I don't recall the question offhand). I'm interested in finding out more ...
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3answers
330 views

Keep or sell my index funds?

I am a newbie investor in general and I bought index funds a few months ago and I contribute regularly. I've read that many advise keeping index funds even during depression or bear markets and ...
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0answers
45 views

Is it smart to use a financial planning specialist from Morgan Stanely, he wants to charge 1.25%? [duplicate]

My company set me up with a financial planning strategist. I left the company and he offered his services to me for charge. He wants to invest my money for me and laid me out a detailed plan to help ...
2
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2answers
177 views

Am I confused about how to diversify into bonds?

I held several Vanguard equity ETFs (VFIAX, etc.) I wanted to diversify into bonds (as discussed in "A Random Walk Down Wall Street"), so I sold some of them and bought BLV. As stocks have declined, ...
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0answers
29 views

Capital gain offsetting strategy - stocks [duplicate]

One of my investments has done quite well, well enough that it now comprises a high enough % of my account that despite its continued good and stable performance I feel the need to re-balance so my ...
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2answers
188 views

Is it possible to run a successful investment company by hiring employees and a CEO, and not be actively involved in the day to day work? [closed]

I was wondering if it was possible to successfully run a hedge fund, venture capital firm, mutual fund, or private equity firm as an owner by financing it entirely with your own money, hiring ...
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2answers
74 views

Does option demand influence option price?

Option prices are largely influenced by their intrinsic value: the underlying price, and the strike price. However, what effect do other factors have, including option demand? Is this ever reflected ...
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2answers
144 views

When should one book profit in investing? [closed]

I would like to know if there is any theory/strategy behind booking profits when it comes to investing? Many times I have observed the stocks rallied 20-40% in the span of 2-4 months. Since I am ...
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0answers
40 views

When should non-resident alien investors file IRS taxes?

I am a non-resident alien with a tax residency in my country of origin. I have opened an investment account with a broker in the United States. What (if at all) do I have to file with the IRS?
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1answer
47 views

Is Firstrade a legitimately free broker?

I'm curious about Firstrade. I know RobinHood is also fee-free, but some users claim that they make money but frontrunning, which can be costly in the long run. Curious to know if Firstrade is ...
2
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1answer
34 views

Metric for Net Worth Minus Cost to Liquidate?

Is there a metric that is someone's net worth minus the cost to liquidate their assets? Suppose I have a rental house valued at $300,000 with no mortgage. If I liquidate this asset, there would be ...
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1answer
91 views

How should a portfolio be managed in preparation for a financial crisis?

There is a more general question on preparation here, I am focused purely on investment. There is the conventional wisdom of don't try to time the market, and while I can't find the quote at the ...
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0answers
102 views

Does “Cash Sale” exist in stock market?

I came across this in a book: “ if an individual requires immediate funds, such an agreement may be accomplished by a cash sale. Such sales settle on the same day at 2:30 PM. Any trade executed at 2 ...
2
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1answer
116 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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3answers
609 views

Dad (mid 50s) wants me to help him invest ~500k?

My dad is in his mid 50s right now, and he has ~500,000 in his savings account. He has approximately 1 million in his 401k. He feels bad that he missed out on the rally of the past 9 years and wants ...
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1answer
77 views

What stock(s) denote the unofficial start of “earnings season”?

I have heard AA (Alcoa Corporation) and JPM (JP Morgan Chase) mark the start of "earnings season" is there any other consensus?
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1answer
213 views

No debt. Any advice where to invest saved money and what to invest in after maxing out 401k? [duplicate]

My situation: I'm 24, single, and I live with my parents in the United States I have no debt and I have 100k in a savings account I have a 90k job I am currently maxing out my 401k I have no ...
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1answer
135 views

Is it a good idea for a 21 year old engineer (or similar) with some lump sum of money and good income to invest? [duplicate]

I am fresh out of university and landed a good graduate job with a decent acceptance bonus. I would like to start investing and not lose any time in doing so, however, it can be intimidating to not ...
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1answer
19 views

Optimal interest rate environment for mortgage-backed securities?

When rates rise MBS investors face extension risk and when rates are dropping investors face prepayment risk. If this is true then when is the optimal time to invest in MBS?
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1answer
180 views

Is investing getting harder?

I've often heard that to make irregular rates of return in the markets, one has to accomplish two things: 1) Bet against the consensus. 2) Be right. This makes sense - roughly speaking. Given that ...
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1answer
72 views

Best IRA investment strategy

Two questions here: What is the best investment strategy for low risk income-oriented investor? What is an acceptable fee for IRA money management? I have a 401k account I am looking to roll over ...
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2answers
187 views

How to invest in art? [closed]

What are the ways people can/do people invest in art? Or what strategies are there? In company investment, off the top of my head, you can: Invest in index/managed funds Invest in start ups/rising ...
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3answers
443 views

Growing annuity where cash flow grows per second year

I'd like help with a formula for calculating Future Value given the following: An amount is invested at the END of every year, starting with amount of PMT at the end of this year, at an interest rate ...
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1answer
89 views

Trying to compare two investment scenarios

I have an apartment that I have been renting, but due to some recent events, I'm considering selling. I'm trying to make a numbers based decision, so I'm going to try to compare two distinct scenarios:...
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1answer
68 views

Why did LABU go down at the beginning of its trading? [closed]

I was wondering why LABU, which is a 3x times leveraged biotechnological ETF, went down in July 2015. I understand that it tries to track SPSIBI (Biotech Index) whose top ten holdings are: ICPT, SRPT, ...
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2answers
94 views

Question about the Federal Funds Rate

As I understand it, the Fed will set a target for what it wants the Federal Funds Rate to be and then try to achieve this goal through its open market operations. Is the amount of volume that the Fed ...
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0answers
40 views

In a bankruptcy credit bid, what happens to the non-participating investors in the bidding creditor class?

Say a company has $300m outstanding of 1st lien secured debt. Investors holding $200m worth of that debt make a credit bid for the company per Section 363(k) of the Bankruptcy Code and win the auction ...
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3answers
2k views

How to actually invest in an index fund?

I'd like to invest in an index fund. Let's say I am able to read and understand the various documents that each fund provides, so that I can make an informed choice of what I am doing. Let's say that ...
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9answers
27k views

What would prevent me from taking advantage of scammers?

Inspired by 20% monthly mining vs 5% monthly trading What would prevent me from investing $1,000 for a month, pulling out, investing with a different scammer, rinse & repeat? This question is ...
3
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1answer
182 views

Vanguard UK lets you invest in the S&P 500 index fund. What about my taxes?

Vanguard UK lets you invest in the S&P 500 index fund via an ISA (Independent Savings Fund). I understand that an ISA in the UK shields you from any tax on your profits from investments (up to a ...
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4answers
2k views

How does compound interest work with stocks? [duplicate]

I just learned about compound interest, and I want to know if I understood it right: You buy a stock, and then you just keep it. And over time, you will just earn interest on your interest. Is that ...
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3answers
197 views

Opening a bank account to invest in the stock market [closed]

I would like to start swing trading. I am 18 and I was wondering what type of bank account do I need to start doing this? I have never had a bank account. Do I need a regular checking account or ...
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1answer
115 views

Should I squirrel money and wait until the next recession to invest in TD E-Series? [closed]

After prolonged research on finance and investing I'm about ready to start putting money into actual investment products for a retirement fund down the line. And for a number of reasons I've decided ...
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2answers
224 views

Global Small-Cap Index Fund has an annual average rate of return of 14%?

I'm new to learning about investing so this may sound stupid. But I'm from the UK and I looked up different index funds on the Vanguard UK website. And since its inception (in Jan 2010), the annual ...
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8answers
2k views

What are the benefits and risks of trading domain names? [closed]

Recently I have seen many articles published online about domain name trading as a viable investment. The basic idea is to buy a (reasonably good) domain name that's not already taken, then auction it ...
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2answers
226 views

Average performance for long term stock investors?

What's the average performance of long term stock investors in terms of % profit per year? I want to know how I am doing compared to other people. Is there such a statistic?
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1answer
184 views

What are some good options to save money? I have the only income, as a father of 1 and husband, France-Canada

I'm already past 30 years old and so is my spouse. We have a two years old child and plan to have another one in a near future. I'm currently doing a PhD and I have about 1500 euros per month as ...
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0answers
30 views

How would I find the highest P/E ratios for companies on the TSX over the last 20 years? [closed]

I would like to backtest an investment strategy that buys and holds the 10 highest P/E ratios on the TSX. The portfolio would be updated at the beginning of every year (January 1st.) I know we are ...
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2answers
267 views

What's the international equivalent of the common advice “just invest in an S&P 500 index fund”?

A common theme among advice for new long-term investors is to ignore investments such as actively managed funds, be wary of financial advisers and the products they sell, and instead to just put most ...