Questions tagged [investing]

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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1answer
58 views

How to determine date that an ETF must be owned to be eligible for the dividend payment?

According to Investopedia.com: Similar to an individual company's stock, an ETF sets an ex-dividend date, a record date, and a payment date. These dates determine who receives the dividend and when ...
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1answer
104 views

Investment decision help: How does Bill Ackman invest his own money? [closed]

As we all know that Warren Buffet invest had almost all of his wealth in Berkshire stocks, I am doing some research around Pershing Square Holding https://pershingsquareholdings.com, When looking at ...
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2answers
112 views

Trying to understand what happens with a brokerage firm's customers when it goes bankrupt (case of study: Lehman Brothers)

I'm trying to understand how secure it is to own mutual funds/ETFs, not in terms of market volatility etc., but in terms of judicial security (i.e. what happens to your holdings if the firm goes ...
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42 views

Is there a public company that only specializes in investing in secondary market stocks? [closed]

Like title suggests, is there a public company listed in US stock exchanges that only specializes in investing in secondary market stocks? Unlike Berkshire Hathaway, which has not only secondary ...
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4answers
4k views

Can the stock exchange expropriate my shares?

I paid the stock exchange $1200 for 10 shares of Apple. Do I get to keep these shares forever? Is there any chance that the stock exchange could use some powers of eminent domain to take away my ...
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118 views

What is the best stock to buy right now? [closed]

This looks like an amazing Stock Exchange site where we can exchange stock tips. I have a question: what is the best stock I should buy right now? I am looking for a low risk stock that will double ...
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1answer
192 views

In the movie “The Wizard of Lies” Madoff was raising money for an exclusive fund. What investment reason would there be for making a fund exclusive?

The movie "The Wizard of Lies" is a movie about Bernie Madoff's story running his Ponzi scheme. There is a scene where he realizes that he is low on money, so he tries to convince an ...
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3answers
2k views

Is there any reason to invest in stocks, ETFs, etc. outside of a tax-advantaged account?

If you have a tax-advantaged account like a Roth IRA, why would you want to invest in stocks in a non tax-advantaged account like say Robinhood, or E-Trade, etc.? Would the tax-advantaged account be ...
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1answer
106 views

Why did most biotech equities lose value on October 6, 2020? [closed]

I noticed that in the first hours of NYSE trading on October 6, 2020, stock prices for most biotech companies went down. Examples include: ABBV, BIIB, BMRN, BMY, BSGM, GILD, GSK, LLY, NBIX, PFE, et al....
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1answer
88 views

What's the best option to put excess cash now? [closed]

We currently hold 65% of our bond portfolio in a high yield savings acct, which is currently paying 0.5% APY. When we first started putting money in this account in Aug 2019, it was paying 2.5% APY. ...
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1answer
681 views

Should retail investors learn and use the capital asset pricing model (CAPM)?

I heard that the capital asset pricing model (CAPM) is commonly studied by finance students, and can help in controlling risk in stock portfolios. The CAPM looks rather complex as it seems to require ...
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1answer
62 views

How important is it to read a company's articles of incorporation and corporate bylaws before buying its securities?

I am advised to read bond prospectuses before buying bonds because "every bond issue is different". The same advice is also given when investing in preferred stocks. When it comes to buying ...
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3answers
223 views

Why buy index funds when they are guaranteed to underperform their index?

I am frequently advised against picking individual stocks. The usual argument is that it is difficult for individual investors to beat stock market indexes. I don't understand this defeatist attitude. ...
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33 views

Reorganization Fee During Bankruptcy [duplicate]

Last year I had a little extra and decided to try my hand at penny stocks. I spent the $200 on shares in 5 different companies trading for under $1 a share, ranging from $20-$80 total per company. I ...
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1answer
56 views

Significance of total voting rights RNS

I own shares in a UK listed company. The company has just issued a RNS (Regulatory News Service) announcement of total voting rights, which appears to state the obvious. For example: As at 30 ...
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9answers
5k views

How do you take profit from stock trading while keeping capital invested?

Suppose you buy stocks from company FOOBAR at price X. After a while, the price is Y = X * 1.25, so you decide you want to collect that 25% profit. You sell the stocks, cashing out your original X ...
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1answer
167 views

Is a 100% bond allocation wise for people who cannot handle stock market fluctuations?

Consider a person who constantly worries about stock prices, and has a history of severe panic during stock market crashes. This person also happens to hold a diversified portfolio of investment-grade ...
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1answer
2k views

Moving a 401k balance to multiple FDIC-insured IRAs to protect my funds against being wiped out by a market crash?

My wife and I are living on our Social Security benefits. I've been very pleased with the growth of my Fidelity 401k in my former employer's retirement plan. As far as I know, I can leave my balance ...
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1answer
113 views

Can I create an LLC, offshore, or a Limited company in the the U.K. to invest my personal money in equities? [closed]

So, I have a large portfolio of stock assets, gold etc. and I want to leave these specific assets from some of my brokers and physical gold/silver to one of my grandchildren, 14 (please don't tell me ...
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0answers
82 views

Sale of the product is done many times before the first purchaser acquires it!

I'm a complete newbie, like I just searched how to make money trading stocks kinda newbie. I read on a blog, "in the stock market, the product which is the subject of the deal is sold many times ...
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6answers
5k views

Taking more amount in mortgage than what I need

I am going to buy a house soon. Paying 10% down. My credit score is > 800. I wanted to to take additional money in mortgage to put it in some low const index fund like SPY. The house is going to be ...
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2answers
64 views

Which is suitable for people with low/midrate income: ISA, LISA, Marcus?

I'm thinking of creating a small rainy day fund, I've seen some of the products and services banks offer, be it ISA accounts with average interest rates, LISA for potential home owners and the new ...
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25 views

What is the relationship between volume and size?

Here is a snapshot of information about the last trade (tick), best bid/ask and 24h volume of BTC-EUR: "trade_id":3194456 "price":"9229.01" "size":"0....
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2answers
161 views

Why is Jeff Bezos, and not his initial investor the richest person in the world? How does it work for Jeff Bezos? [closed]

I have always had a curiosity since a very long time about ordinary people who become very rich (millionaires, billionaires..). But I have a feeling that this is going to be a silly question, so ...
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1answer
125 views

Do all major indexes make sense for regular passive investment?

There are articles that say "buying" an index is a very good approach to investment, that beats most of the active funds. But, looking at the value of FTSE 100 for the past 20 years, it has ...
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2answers
106 views

What are the options for minors to invest in Europe?

I am teaching my daughter about finances, inflation, and investing. We had opened her a minor account in Swedbank Lithuania. During spring break she made several hundred Euros doing various chores and ...
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2answers
2k views

Have maxed out retirement savings and have some cash on hand. Do I use my brokerage account?

I have a few Fidelity accounts including a 401k, a Roth IRA, and a brokerage account. My brokerage account is empty right now because I sold some Yahoo shares quite some time ago and moved that money ...
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8answers
7k views

How could an amateur investor make money off of a market crash?

Assume someone 'knows' that a market crash could occur within the next couple of months, and has no access to 'professional tools'. What methods could this person use to prepare for the crash in such ...
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21 views

How to calculate the current ratio of a company with yahooquery?

In order to know if companies are conservatively financed I query yahooquery API and it gives me some financial information. According to Graham in The Intelligent Investor, I have to calculate the ...
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7answers
3k views

How much should retail investors spend on financial data subscriptions?

Retail investors can subscribe to financial data portals such as Morningstar Premium, Yahoo Finance Premium, Value Line, etc. Is there a general guideline on the maximum amount one should spend on ...
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3answers
3k views

Why are options more popular than futures among retail investors?

I am puzzled as to why options seem to be more popular than futures among retail investors. Brokerage firms seem to emphasize their options offerings more than their futures offerings. On Robinhood, ...
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3answers
313 views

An investment product for “5 grand for your new niece in 20 years…” situations [closed]

Say your favorite friend or relative has a new child, or perhaps a toddler. You want to give/invest a lump sum $5000 to the youth in question .... so it will only be available in say 20 or 25 years. ...
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3answers
127 views

How do taxes get paid when I have my money at a brokerage?

The answer is probably pretty universal, but I'm in the United States. If I have a broker investing money on my behalf or if I invest my money myself in stocks or mutual funds (what's the general term ...
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9answers
4k views

Why are cryptocurrencies not considered proper investments?

I plan to invest a portion of my savings in cryptocurrencies that I understand on a technical level (e.g. Bitcoin and Ethereum). However, otherwise prudent financial advice articles on the internet ...
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1answer
906 views

If one were to have invested in a 1920 German index fund, when would they have recovered after 1930-40 devaluations?

So I have seen a question recently about safe investments (govt bonds etc), and someone said index funds were safer over a 30 year period, because you would be losing to inflation with the current low ...
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1answer
80 views

I've heard ETFs have issues for Americans living in the UK - what should I do if I'm looking for similar long-term growth & flexibility?

I am a U.S. citizen living and working in the UK and want to invest some of the income that I currently have sitting in savings. However, my U.S. based income is 0 (I take the Foreign Earned Income ...
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4answers
6k views

In terms of safety, what's the next best thing after government bonds?

For long-term investments (10+ years, or for retirement purposes, even 30+ years), what is the closest thing to government bonds that is almost as safe as them but with greater return? The problem ...
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4answers
203 views

What's the difference between rebalancing a portfolio and timing the market?

I am looking to invest some income that is currently sitting in my checking account and I've been interviewing fiduciaries. I just got off the phone with somebody who takes 1% of my portfolio's value ...
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0answers
29 views

Transferring USD into a TFSA

I am currently working in the US but maintain my residency in Canada and file with both the IRS and CRA. I have accounts with both Questrade in Canada and Robinhood in the US. I wish to transfer my ...
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4answers
1k views

401(k) opt out Company matched funds allocated

Based on the current volatile climate unfavorably forecasting the future of brick and mortar retail stores facing continued lost revenue, the unprecedented growth of eCommerce, and to further damper ...
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0answers
102 views

Are CFDs without leverage suitable for long-term investment?

According to Is CFD a viable option for long-term trading?, CFDs are inappropriate for long-term investments because of financing fees and margin calls. This conclusion appears to be true only if the ...
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0answers
27 views

In Morningstar's premium screener's value pulldown, each value has two lines, one without “All” and one with. What is difference?

When building screen, in the "Build Your Screen" popup, under "4. Value | Benchmark" all the selection lines have "All" or not. What does the "All" mean? For ...
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2answers
156 views

How can I distinguish between legitimate investment educators and charlatans?

When I buy books or courses about investments, how can I make sure that I am learning from legitimate educators rather than charlatans? What are some basic ways I can use to determine legitimacy? I ...
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3answers
108 views

Where should we invest substantial proceeds after downsizing in California?

Need to learn where to invest substantial proceeds after downsizing from a California house we bought new 21 years ago, to a smaller California house. Should I stick with mutual funds for income and ...
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0answers
61 views

SHLL stock and the merger price

I have purchased shares of Tortoise Acquisition(SHLL) stock. It is going to merge with Hyliion Inc.(HYLN) at some point in the next few weeks. I know my shares will automatically convert to HYLN ...
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2answers
408 views

I just sold my house and now have 200k+ in the bank. Should I invest it all in an ETF?

I just sold my house and now have 200k+ in the bank. I don't want the stress of owning a property right now, but I know it would be a bad idea to just let this sit in my bank account while inflation ...
0
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1answer
36 views

Calculate value of investment with variable interest + periodic payments (Excel/Google Sheets)

I know about FV and FVSCHEDULE but how do I combine them? Say I make monthly payments into an account with a variable interest rate ... how do I calculate future value? Or do I have to build out the ...
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1answer
33 views

Are closed credit spreads taxed for their full potential earnings?

Let's say I open a vertical option spread for a $100 credit. The stock prices moves how I thought it would, but quicker than I expected, so I close the position early for a $30 debit. I have a net ...
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3answers
318 views

Is it too late to leverage Apple Tesla upcoming stock split?

Today is Sunday Aug 30. Apple and Tesla are planning stock splits tomorrow ie Monday Aug 31: Tesla is set to enact a 5-for-1 split, while Apple is set to enact a 4-for-1 split. Both are expected to ...
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4answers
3k views

Is it better to receive a signing bonus at the beginning of the year?

I am a US citizen living in the US. I am thinking about taking an offer from a company which provides a signing bonus. My question is; Does it make more sense to select a start date past January 1st, ...

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