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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23 views

Looking for Audiobook on Risk [closed]

I was reading a book "The Most Important Thing" by Howard Marks, and came across this: Riskier investments absolutely cannot be counted on to deliver higher returns. Why not? It’s simple: if ...
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1answer
94 views

Is this the correct way to understand what i have just done

So im quite knew to Investment and Trading and have discovered some applications to start off with...1 of which is Trading212. I decided for obvious reasons to start of with a training account If im ...
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Is the operating Income or Loss the equivalent to TOtal revenue for wealthier companies?

I have noticed on yahoo finance that some companies like this one don't have total revenues in their financial table but rather an Operating Income or Loss and a Net Income. Is it the same ? Can I use ...
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23 views

Find net cumulative return from my Investment Report for a 3 month period

I have an Investment Report for a 3 month period that shows me: Number of Shares, Book Cost, Market Price, Market Value, Est Income, Est Yiels, Total Value % How do I work out the cumulative return ...
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4answers
191 views

Can my employer see my investments?

Going to start this off with making it clear I (US citizen working for US company) am not doing anything illegal, immoral, or against company guidelines with my investments. No insider trading, no ...
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What are the major advantages of actively managed mutual funds over index funds? [duplicate]

This article from The Motley Fool provides insight on the average performance of actively managed mutual funds from ~5 years ago: Growth fund managers fared even worse, with just 6% of growth funds ...
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How to calculate portfolio return and compare it with benchmark?

I want to ask how to calculate return on my portfolio and how can I compare it with benchmark index I invested 34500 on 19 dec 2019. Then I added further 25000 on 19 march 2020 out of 25000 I used ...
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2answers
4k views

Why does the Nikkei 225 appear to be such a bad long-term investment?

For most well-developed countries, indexes of their stock markets tend to grow in the very long term. For example, look up a long-term graph of the FTSE100 or the S&P500. For Japan's Nikkei 225, ...
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Investing Basics and Recommendations

Suppose an individual has $50,000 in a checking account. He has two brokerage account A and B. Here are some statistics of these two brokerage accounts: Account A has total value of $10,000 and a ...
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38 views

How to invest in ETF's with frequent residence change [closed]

I am Austrian citizen and living in Canada (also my tax residency is in Canada). I want to start long term investing. I am looking at a time frame of 10-30 years, and I am mainly interested in ETFs. ...
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66 views

Dealing with recurrent investments during significant financial crysis

About six months ago I have started using about 12-15% of my monthly salary to invest in various instruments: a small amount in the supplementary voluntary pension insurance, III pillar (half covered ...
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Is there non taxable investment account (like UK ISA) equivalent in Switzerland? How does one make tax-efficient Swiss investments?

While we were living in the UK, we were using our extra money to invest in index funds via ISA accounts. On these specific accounts, you do not pay Captial Gain Tax and they are excellent for long ...
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Bloomberg/Reuters share price to Google Sheets?

I'm using Google Sheets to track my stocks. However, I do have quite a lot of international stocks that are not covered by Google Finance but is available on Reuters or Bloomberg. If I would like ...
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Should I transition to index funds now, or wait?

When I started investing, I made the mistake of trying to pick individual stocks and actively managed funds. I now believe that low-cost, passive total market index funds are the best strategy for me ...
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1answer
95 views

Speculation in The Intelligent Investor

I'm reading The Intelligent Investor by Benjamin Graham, and I'm on Chapter 1: Investment versus Speculation. On page 21, he has this footnote: Speculation is beneficial on two levels.... Secondly, ...
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Deciding on a correct down payment for a house

I am in the process of making an offer for a house. Wife and I have about 135K saved, with steady jobs, both happen to be an 'essential business' as required for this period during the corona virus. ...
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2answers
252 views

Why is it a bad idea to combine both active and passive investing strategies?

Common advice given is that if you decide to become an active or passive investor, you should stick with the choice you've made. That you're less likely to be successful if you try to pursue both ...
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Will changing HSA custodians result in losing investment value?

My HSA custodian was acquired by another custodian, and they're planning to liquidate my investments at the old custodian, and then transferring that into a money market at the new custodian. At that ...
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3answers
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Is it possible to take advantage of the current low market by buying financial instruments connected with oil/natural gas?

I was really hesitant to ask this question, but based on the reception of this other question Good investment options to take advantage of current low market I hope this one won't be off-topic. Also ...
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614 views

Good investment options to take advantage of current low market

I have a sizeable amount of money to invest (about 80 thousand). With the market having dropped so sizeable I want to get into the stock market now to try to benefit from the eventual raise in the ...
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3answers
63 views

How to supply and demand analysis for crude oil [closed]

Hi I'm trying to forecast the price of crude oil (WTI) and based on that either go long or short crude oil. When investing/trading stocks I normally do dcf analysises or so on the company to get the ...
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Tax Residency under FATCA and CRS

I am an Indian citizen and a PR holder in Germany. I am opening a depot account in Germany and there is a question about Tax residency. I would like to know if I am a resident for tax purposes only in ...
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4answers
233 views

How Should I invest $20K? [closed]

I came by some cash a year ago, so I put $20,000 in a Certificate of Deposit which will end this weekend (at about $20.5K). Now I'm wondering what to do with it. I don't really know much about ...
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6answers
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What to do with $1,000,000.00 for 3&1/2 months?

We have 1 million dollars from the sale of a farm, which we want to use to pay down land debt. But we can't make a payment until the anniversary date of July 5. Right now it is in an interest ...
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1answer
63 views

FX contribution to ETF trackers

I am UK-based investor and I am trying to understand how to read the performance of Exchange Traded Funds (ETFs) which track major worldwide Equity indices. In particular, there are many ETFs that ...
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4answers
242 views

I'm 18 and looking to start investing: is my investment plan good for my age?

I'm an 18 year old looking to start investing for the future. I'd like to have a good balance of single stocks, ETFs and long-term stuff like bonds. I've put together a percentages chart that I think ...
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2answers
105 views

Is it necessary to have 100 x strike price in cash or margin before entering a naked call credit spread?

Context I have no background in Finance but I have many years experience in investing in equities for my personal portfolio so I have a basic understanding I have never traded options I'm keen to ...
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Where are business obligations, like a property lease, on the debt seniority ladder?

Consider the perspective of a REIT. If one of the REITs tenants files for bankruptcy, does the REIT get paid first to satisfy the terms of the lease or do the tenant's bond holders get paid first? I'...
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39 views

International Student with US brokerage account

I graduated from a university in the states last May and was wondering if I had to file my taxes this year. I did not earn any income in the states in 2019 but I opened an account with a US-based ...
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1answer
103 views

Where is the boundary between short and long term investment?

It's well known that it's impossible to time the market and therefore short term investment is usually not a good idea for occasional investor. At the same time, long term investment is almost always ...
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2answers
103 views

How to find index funds that contain specific stock?

Is there a process that would let you look for index funds that contain specific stock. Like, find index funds that contain Alphabet NASDAQ: GOOGL. I know how to do it manually - you just go to ...
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2answers
375 views

What’s the best method to save money on behalf of a baby?

What’s the best method to save money for a baby? Assume I can afford to save a small sum ($25-$75) every month. What’s the best investment vehicle? I would hope to amass a significant sum by the ...
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1answer
136 views

Limited retirement options?

My employer offers no retirement plan; my income is in the phase out for a RothIRA, so I will be unable to contribute this year (any contributions this year are from remove of excess contributions in ...
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14answers
14k views

Best way to invest $300,000 inheritance for a couple intending to retire in 10 years

My wife and I are getting older and have a target to retire in 10 years. We just inherited $300,000 from a family inheritance (from liquidated property). So this money will come shortly and I'd like ...
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2answers
232 views

Putting away 20% down payment money next 3 years to purchase home

We are considering buying a house in next 3 to 4 years. I am putting away my wife's salary into the savings for next 3 years until we come up with 30% money in the bank to take care of down payment, ...
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21 views

Useful insights to be gleaned from balance sheets, income statements, and cash flow

I'm trying to teach myself how to glean insights relevant to investing in a company from looking at the company's balance sheets and income statements over time. I think this may be considered part of ...
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267 views

Is 'dont catch the falling knife' a good strategy for an everyday investor?

So until recently my understanding was that 'crab investing' is the best strategy for an 'everyday investor': Crab investing: Every pay check, buy (and hold) a diverse range (index fund) of stock, ...
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1answer
28 views

Is there way to create a good-til-canceled conditional order to limit-buy a stock with the proceeds of the market-sale of another?

Let's say I want to create a good-til-canceled limit order to buy 100 shares of DAL at $35, but I don't want to indefinitely tie up $3500 in cash. Instead when the DAL limit is reached, I'd like to ...
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41 views

Can UN employee in the US with a G4 visa open a brokerage account?

most brokerage accounts ask a perospective member if they're US citizens or permanent residents otherwise they direct customers to an international service which ends up not being helpful.
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1answer
77 views

What are the rules governing stock price movements in different exchanges?

A stock's price moves up or down when a trade is executed with a price above/below the market price. I was wondering if there's more to it than that. For example, does a trade have to have a certain ...
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3answers
326 views

Would investing in an airline be a good idea due to Coronavirus? [closed]

I'm looking at investing in some stock since the market is plummeting right now, particularly Airline stock because travel is way down due to coronavirus. The idea is that if international travel is ...
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2answers
177 views

How could I trust on bitcoin investment websites such as Amfeix

I have come across this investment site amfeixportal.com, they provide me with a wallet and I have tested that with a small amount. So far they have deposited logical interest rates to my account, but ...
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20 views

Exchange Traded Funds “One-off Charges” [duplicate]

I am trying to understand a series of "one-off charges" for Exchange Traded Funds (ETFs) I have seen in a couple of funds. For example, HSBC's MSCI Japan ETF has a 3% one-off charge "taken before or ...
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1answer
150 views

Is the S&P500's excess return above Treasuries after investing monthly for forty years really 3.6% annualized?

I was playing with Robert Shiller's U.S. Stock Markets 1871-Present and CAPE Ratio dataset to simulate an investor who buys the S&P500 with their monthly savings—equal to that month's CPI—for the ...
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1answer
54 views

How would a potential carbon tax affect oil prices?

I'm really new to trading and looking to learn more about futures and trading oil. Let's say I have a view that developed nations are going to be far more bullish on carbon taxes than anyone predicts ...
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38 views

Where to invest ~£20000 for a UK based business, medium term

My UK based business has some cash flow generating no income whatsoever. I don't expect to need this cash for the next few years. Am thinking of investing it on shares through some index tracker. Is ...
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2answers
86 views

If I buy index funds that are measured in foreign currency, am I not speculating?

I live in Germany and have invested into the S&P500 over the last couple years. Just now for some reason I am wondering if I am not speculating over the exchange ratio of euros and dollars. My ...
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11answers
11k views

How safe it is in the long run to regularly invest in the stock market?

I keep seeing the advice of "do not time the market and invest regularly you will eventually be winning over time". This advice is often illustrated by a graph of different index funds and show that ...
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10answers
11k views

If a broad long-term investment in the stock market is such a good deal, why don't banks do the “obvious” things?

There is a fundamental discrepancy or paradox that has been keeping myself, and many others, away from the stock market. Before I explain it, let me mention some selected popular questions on this ...
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1answer
369 views

Is it possible to retire investing $20,000 a year for 43 years? [closed]

If I put $20,000 a year in a retirement fund for 43 years, is it possible to reach $1,000,000 in 43 years?and if so, what retirement funds are good to invest? And I am talking about a retirement fund ...

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