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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1answer
62 views

Where can I obtain research reports [closed]

As EU citizen interested in investing in US stocks, I'm interested in reading some local research about US companies from US banks/brokers. Where can I find such research reports? Do I have to pay or ...
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47 views

Choose between a Bull Call Spread and a Bull Put Spread?

I am looking into trading options with an eye towards something that I would eventually do as a business. For the purposes of this question, let's assume I am working with a modest portfolio, like $...
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What is the equivalent concept to the Fair Market Value (FMV) system like the US has, but in other countries/places? [closed]

What is the equivalent concept of FMV (fair market value), which is written into the US Tax code, but not the Canadian tax code (although Canada uses it too it seems). But I haven't seen it mentioned ...
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Differences between non-registered, TFSA, and RRSP accounts for short-term investments

I am new to stocks and I am using an application that's called Wealthsimple. The application shows different account types (non-registered, TFSA, and RRSP) but I don't understand really what are the ...
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3answers
1k views

How does a margin account help with debt consolidation?

I have a trading account with TD Ameritrade and I also upgraded to a margin account. I was reading through their materials and they state that a margin account can help you consolidate debts and move ...
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52 views

When will the seller credit me the closing costs if agreed upon?

I've recently purchased (my first) an out of state rental property. While going through the process, the agent told me the seller will take care of closing costs. I've received the final closing ...
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1answer
30 views

How can the EV/FCF be less than 1 for big companies barring extraordinary events

I found out that a large bank is reporting an EV/FCF of around 0.8, this seems ludicrously undervalued to me. What factors am i not taking into account?
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33 views

Brokerage Account and Non-Domiciled Status in UK

I have recently moved to the UK and want to move my IBKR Ireland account that was linked to my previous French residence status. The UK allows those with non-UK domicile to keep their worldwide income ...
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2answers
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How legal is raising money and then selling off IP?

I'm trying to understand the details behind private equity investment and especially seed/pre-seed rounds. I am based in the UK, so the laws can be different elsewhere, but I would love to hear ...
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What's the process and difference between issuing FPO and issuing unissued capital?

So I don't know what the process is behind issuing unissued shares and issuing a follow-on public offer (FPO). Are they the same thing? Or different? And what's the process behind each? And at what ...
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162 views

I was asked to pay $412 just chanje from transferring my earnings from bank to Bitcoin wallet after I requested to withdraw my earnings

Someone called himself Mr Franklin Gordons told me to invest on his company website called bluegatefx.com from $300 I'll get $2900 in 4 of which I did then 2 days of trading then my investment just ...
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204 views

How do I start building a portfolio of mutual funds/ETFs? [closed]

I am looking for information on building a portfolio of mutual funds and/or ETFs that will be more on the stable side. How can I begin this journey ? This is for someone who is over 70 and lives in ...
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2answers
45 views

Calculating EMA from minute bars

This seems like a rather ignorant question but some searching has proven fruitless. When looking at any EMA lines in a small timeframe (1-minute or 5-minute bars), I noticed the EMA changes across ...
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2answers
152 views

Starting investing in the UK or German stock market?

I am a German citizen but living and working in the UK. Starting my new job came with a higher financial benefit and stock options. I have never invested before but also don't want to waste this ...
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3answers
213 views

What financial due diligence should I do when joining a tech startup?

A large portion of compensation from startups is in the form of equity or stock options (often at the cost of lower salary). It's also not good on your resume (at least early on in your career) to be ...
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1answer
108 views

Calculating Earnings per Share for Berkshire Hathaway

I am looking at page 5 of the following earnings release: Form 10-Q (Q2 2021) I want to calculate the earnings per B-Share. I do this with the following calculations: 28094e6 / ( 1519576*1500 + ...
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1answer
59 views

Calculate stock price range using standard deviation

New to stock investing hence reading up a few tutorial to better understand stocks/stock market. Came across a chapter that says, "Understanding risk with the stock market" and it says that ...
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1answer
124 views

Is it better to put money in stocks, bonds, and CDs than to buy a house? [closed]

Do all of these things either alone or together outpace the increase in value of a house?
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1answer
116 views

How is "beta" relevant to long-term ETF investors?

A portion of my investment portfolio is in index-tracking ETFs. On the whole, my ETF portfolio is diversified across many countries and industries. I intend to hold these ETFs for 20-40 years. I ...
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5answers
263 views

How do I choose one fund over another if "past performance does not indicate future performance"?

I want to grow my capital by investing in funds (e.g. exchange-traded funds, mutual funds). However, I always see this disclaimer: "past performance does not indicate future performance" (or ...
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0answers
43 views

Is an American waterfall (distribution) ever preferable to a European waterfall for an LP?

Waterfalls outline how cashflow will be distributed between general partners and limited partners. In the European version, the GP (sponsors) do not receive carry until the LPs original investment is ...
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1answer
173 views

Why would someone want to sell a bond for 50% less than what they paid?

I was looking on DeGiro and I saw some corporate bonds up for sale for very low amounts e.g. 34.11 and 52.00. Since the standard or baseline amount is 100.00 these bonds seem to be up for sale for 520 ...
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1answer
42 views

How can I interpret this bond chart?

I am looking into buying a bond on DeGiro. I am new to this platform and to buying bonds. From what I understand, bonds are usually issued in multiples of 1k and have a coupon rate that is paid to you ...
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1answer
208 views

Should a small fry investor even bother with traditional brokerage firms?

I've done a bit of research and it seems that Ireland doesn't have a huge amount of firms that handle investment portfolios. I found: Zurich, Davy, Irish life, Aviva, and anything that offers ...
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1answer
125 views

What are the pros and cons of using a personal bank for investing vs something like e-Toro?

I want to invest a small amount of money (about 1k to 5k) at the moment. My personal bank (AIB) offers some investment products. I suppose my main goal is to avoid inflation and big fees. At the ...
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1answer
206 views

Is a market-tracking leveraged ETF more reward for same risk?

Due to the way gains compound on one another, and the daily resetting of leveraged ETFs, a 3x ETF will yield MORE than 3x of the underlying asset (in a bullish market), sometimes up to 10x gains in a ...
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77 views

How to calculate Graham's margin of safety?

Graham in his famous book devotes a chapter on how margin of safety is important. Can someone give examples how can we find this margin of safety?
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4answers
57 views

Put option premium decreasing when underlying is also decreasing

Had some spare cash, decided to buy a weekly put for a 7/16 expiry with a $15 strike, $0.55 premium that had an IV of ~500% and I purchased 5 contracts, for a total of $275. The underlying has fallen ...
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1answer
106 views

Calculating the cost basis on a tax free Zero Coupon Bond

A tax free zero coupon bond is issued with a yield to maturity of 3.5%. After some time, an investor buys the bond at 50. ( 50 cents on the dollar ). When he buys the bond, the bond has a yield to ...
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3answers
2k views

Do bond funds have an inherent advantage over individual bonds within a portfolio?

Background: I am constructing a simple ETF portfolio consisting of 70% stocks and 30% bonds. Every three months, I will add money into the portfolio, and rebalance the portfolio to restore its 70/30 ...
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1answer
118 views

Do asset managers provide value? What's the evidence?

Hundreds of trillions of dollars are managed by asset management firms, according to this PWC article. The fees paid on those trillions must be enormous. I understand that if you are investing a lot ...
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73 views

Calculations for my Portfolio

First excuse my maths and limited finance knowledge. I am testing investing in crypto and trying to calculate my ROIs, Profit/Loss etc and getting stuck a bit and was wondering if anyone can help! ...
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4answers
202 views

What is a reasonable return on investing a lump sum equal in value an American suburban house? [closed]

I recently sold a house. I have no wish to buy another house with the proceeds. I also have no wish to have manual control (for lack of a better term) over how the money is invested. I know absolutely ...
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0answers
56 views

Which version of The Intelligent Investor should I read? [closed]

There seems to be two main editions of The Intelligent Investor, a 300 page original version and 600 page version with Zweig commentary. Is the 600 page version worth the additional time? Does it have ...
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1answer
48 views

Market Cap, NAV and finite resources

Gave a read through this question and I believe I understand the following: NAV is the sum of a companies assets; represents the value if the company was liquidated Market Cap is (shares outstanding ...
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1answer
52 views

How can I find the price (not just the yield) of a treasury bond? [closed]

Sorry if this is a dumb question, but whenever I want to look up the US treasury bond, I can only find the historical chart for its yield. But how could I find its historical price ($1183.28 as in the ...
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1answer
62 views

Gifting Mutual Fund Shares

My wife and I have two children. We have a JOINT bank account and a JOINT Mutual fund account. My wife will write two checks for 15K...one to each child. Then I will transfer 15K mutual fund shares to ...
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1answer
80 views

Are log-scale charts more representative of long-term asset performance than regular y-axis charts?

To most accurately assess the long-term performance of an asset, does it make more sense to look at it with a logarithmic y-axis? I understand that this type of y-axis makes percentage movements ...
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1answer
241 views

What assets can I count towards accredited investor status?

I have had the fortune and blessings of working with a company that recently went public. So, not only do I make a fair amount of salary but I now have stocks worth quite a bit. I have vested options ...
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8answers
9k views

We're in an asset bubble currently, what can I do about it?

My opinion is that we are in an asset bubble: house and property prices are sky-rocketing, interest rates are low, and inflation rates are high. I'm aware of the futility of trying to time the top of ...
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1answer
59 views

What is bid size and ask size in wealth simple?

I'm new to wealthsimple app and wanted to know what some numbers mean. If we look at Microsoft stock for example and look at these numbers shown in the app: Bid $259.87 x 17,481 Ask $259.90 x 10,387 ...
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3answers
75 views

How does a company’s potential market cap affect share price?

As I understand it, market cap is the perceived worth of a company to the market. It’s derived from share price and shares outstanding, and I’m curious if it can be correlated to what share price a ...
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2answers
163 views

Do corporate executives have a fiduciary duty to maximize the value returned to investors?

I have repeatedly heard that corporate executives have a fiduciary duty to maximize the value returned to investors. I have also repeatedly heard exactly the opposite: that there is no requirement ...
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1answer
50 views

Equivalent of Irish domiciled ETFs for individual stocks

ETFs, following for example the US stock markets, are often offered domiciled in Ireland because of favorable taxation conditions. Is there an equivalent thing for individual stocks? Say I want to buy ...
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3answers
5k views

Why would one choose to sell stock back to a company for less than their current market price?

Marathon Petroleum Corporation (MPC) is currently offering to buy back $4 billion USD of their stock (reference). The minimum they will pay is $56, and the maximum is $63. Given that this equity is ...
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1answer
85 views

What is company capitalization?

I was reading up on some investment agreements and I came upon the following paragraph from one of the agreements: If there is a Coin or Token Sale before the expiration or termination of this ...
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1answer
115 views

What are the risks of investing in a stock tracker ETP?

Just a few days ago (2021-05-26), the first "stock tracker ETPs" were listed on the London Stock Exchange, Euronext Amsterdam, and Euronext Paris. These instruments track the price of US-...
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69 views

Emigrating while investing

If I have invested using a mobile app, like eToro, Trading212, BUX etc and then I decide to live abroad (permanently) would I have to close all my invested positions/accounts and start from scratch ...
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2answers
69 views

How important is it to read the sections of an annual report that are not part of the financial statements?

Annual reports of companies seem to always include multiple sections before the financial statements. For example, "financial highlights", "chairman's letter", "CEO's report&...
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2answers
140 views

What are the risk types for a large amount of savings in an index fund

I'm curious what are the possible things that can go wrong with storing half of savings in a single index fund. Specifically, I mean things other than the market going down - these are long term ...

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