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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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What, exactly, makes an “unrelated business” unrelated in the case of junior partnerships held inside IRAs?

My question is concerning the unrelated business income tax on partnership interests inside a Roth IRA. Specifically, I own common stock in a company that's technically classified as a Limited ...
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86 views

Sum of quarterly reports is not equal to annual reports

I am trying to calculate a stock's worth and in doing so I am adding values of all the four quarters from quarterly reports but it is not equal to the value in the annual report. I am trying to ...
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Can a Syrian citizen living outside the US invest in US market?

My sister lives in Damascus Syria. She wants to put her savings (in US dollars) in an ETF or mutual fund like VTSAX. So here are the questions: Is there a brokerage firm that caters to people ...
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What's the tl;dr investing rules for married Canadian citizens when one partner happens to have US citizenship?

Canadians with US citizenship have several things to consider regarding investments: Canada's Tax-Free Savings Account (TFSA) is not considered tax free by IRS, and filing taxes may significantly ...
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126 views

ESPP compounding strategy and taxation?

Let me start off giving some of the details of the ESPP my employer offers: Stock Price Discount: 15% Employee Salary Contribution: 3-10% (in whole value increments) Holding Period: 12 months (...
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53 views

What benefits and risks do American C-corps have for investors in Europe?

In Europe the start-up investor climate seem quite different from what investors and entrepreneurs experience in the US. As I am being part of a few different EU based startups I am confronted with ...
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50 views

Minimize taxes when transferring investments from one account to another

Located in Ontario, Canada I have three investment accounts with managed by a TD-bank financial planning account: TFSA (currently maxed out) RRSP Non-Registered All three accounts have their funds ...
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88 views

Is it legal to open account and invest in my born country if I am currently working in Japan?

I have my identity and I am able to open investment account (for ETF, stocks and FX) in Hong Kong. I now hold a working visa and work in Japan. The tax rate is high in Japan and my Japanese is ...
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62 views

What advice do you have for a non-US resident with savings in the US?

I don't live in the US anymore and I'm not a US citizen, but have formerly worked in US and thus have savings in the US. I wanted to invest in a simple index fund, but can't find an option for non-US ...
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137 views

I am buying a house to flip. Can I get a solar tax rebate if I add solar?

I am buying a house to flip. Can I get a federal solar tax rebate if I add solar?
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72 views

Investment options for remote money in US

I live and work in Russia normally but recently I've been to United States of America, doing work for my employer. I was paid in US dollars and money was transferred to my US bank account. I've ...
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Is there a legitimate principal secured fund with a guaranteed return and federally insured (not savings or mm)

My grandpa insists his investment account is federally insured from loses and provides a guaranteed rate of return of 8%. To me this sounds very Bernie Madoffy but I admit I don't know all the ...
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126 views

Which stock of Gazprom to buy while investing from France?

I would like to buy shares of Gazprom. I live in France My broker is Degiro From the search I see two options Gazprom ADR SP./2 RL 5L 5 in Euro Gazprom Neft in LSE in USD OGZD in LSE and USD Which ...
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1k views

What is a Rebate rate when short selling shares

Investopedia says: The amount paid by a stock lender to a borrower who has put up cash collateral to borrow a stock. The stock loan rebate comes from the reinvestment of the cash collateral by the ...
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40 views

Coal Funds & ETFs With Non-US Exposure

I invest in green energy, but the universe is not going to magically flip a switch and get off coal this second, nor should every country do this since it may be too costly for their growth. The ...
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25 views

Reporting of 1256 Based Options

I live in the United States. In 2015 I have traded several 1256 based options. The details of each trade were not included in my 1099 and not imported into Turbo Tax. I understand that this is to be ...
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122 views

Investing in DHA property in Queensland

I was interested in investing in DHA (Defence Housing Australia) properties in Queensland. Does anyone who may have any DHA investment properties within Queensland know how these properties have ...
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20 views

Trailing Stop Order - how often do they get executed due to an error?

I've just submitted a trailing stop order. In the order preview a warning icon popped out: "...your order can be executed due to a system outage or accidental miscalculated ticks..." How often does ...
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66 views

How to distinguish a Chinese VIE from a normally listed company stock?

Recently I have been intrigued by the lower prices of Chinese companies and decided to invest into China. But I stumbled open the problem that many Chinese companies you can invest into are VIE’s (...
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64 views

Peter Lynch Style Investing Question

I’m looking to build a portfolio using the following Peter Lynch Style strategy. What I’m wondering is, do you think this is a good approach? Is there anything you’d change about it? Here’s the ...
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36 views

Regular Investment - Historical Data - Sanity Check

I'm attempting to calculate the returns I'd have received from investing in the FTSE 250 from 1990 - 2019 (1st January in each case). I believe my maths is correct, but I'd like a sanity check as I ...
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37 views

What type of trading is taxable in a TFSA investment acount?

I always assumed that capital gains in TFSA is non-taxable until I read that people who use TFSA investment account for day trading are starting to being audited by the CRA. So, what types of ...
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34 views

Do I need to fill Form 8949 if I do not have any short term transactions?

I do not have any short term losses/gains. In that case, should I just refrain from selecting anything in Part 1 of Form 8949? Thanks
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66 views

Optimisation of a Trading Strategy (Walk Forward Analysis)

To the pro traders: What do you do when the past two years of a WFA (10-15 year period) had an increasing loss (2017 = -4%, 2018 = -8%) while the other years were profitable? Do you modify the ...
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32 views

How to calculate the expected standard deviation of a weighted composite portfolio?

So my questions asks me to determine the expected standard deviation for a weighted composite portfolio, but I have no idea what equation to begin with. I have answered A, but B I am lost. Here is ...
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67 views

P/E & P/B of stocks purchased by Warren Buffett

I am looking for data about Warren Buffett's famous purchases. For e.g. when Warren Buffett purchased stock of Coke, American Express, Moody's & other of his long term purchases what was the P/...
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44 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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58 views

Security Analysis (Ben Graham): LIFO question

I'm currently reading/studying Benjamin Graham's work in Security Analysis (1951 edition) on page 112 & 113 he demonstrates the difference between FIFO and LIFO. Table 10 shows the difference ...
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96 views

What are my investment options as a perpetual traveller?

Background; I am from the UK. For the last 18 months and for the foreseeable future I am not likely to be based anywhere long enough to meet the requirements for tax residency. I think this is ...
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27 views

Will I have to pay a load on my fund now?

I had purchased the no load PCKDX fund. I now find out that it has converted into the PCKAX loaded fund. Will I now have to pay that load for future investments?
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110 views

Best use for after-tax dollars if you've already maxed your Roth IRA?

Recent market volatility has me fretting about my taxable account. I figure if I lock up my funds in some tax-efficient vehicle, then I won't even think about it, similar to my 401(k). I'm wondering ...
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0answers
64 views

Is Alpha Of An Index Fund Calculated Using Jensen's Measure?

Alpha is a commonly used metric to assess the returns of mutual funds (or other assets) over the expected return given the beta (volatility). I have a specific doubt regarding alpha values computed ...
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55 views

US treasury bills transfer

Hi I have a question about US treasury bills Currently I am in London looking to buy some - where do these bills get stored when they are purchased? Im guessing its similar to a stock it's just held ...
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178 views

Should I open a deferred annuity with my Roth IRA?

first post here... I want to open a Roth IRA with TIAA (I have a 403b with them). I have to fill out the paper form and additional forms since I am from NY. I was sent the Roth IRA enrollment form ...
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321 views

Is it worth contributing to a Canadian TFSA from the USA?

I am a Canadian citizen studying for a PhD in the USA. From the CRA's point of view, I'm a Canadian resident; from the IRS's point of view, I'm a non-resident alien. My investment goal is long-term ...
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127 views

I'd like to invest in a fund available only to “qualified purchasers”. How do I do it?

Ideally, one would already have "qualified purchaser" status in the US but if you don't already have it, what are your options? The situation is difficult because I'd like to invest 1% of the minimum ...
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147 views

Investing in index funds in Cyprus?

I'm currently based in Cyprus and wanted to invest euros into the world's stock markets via index funds with low expense ratios. Research thus far into retail investing options here isn't promising. ...
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How common is it for an executive to sell more than $50k in shares without filing a 10b5-1 plan?

So with regard to the Equifax hack and the sale of shares by three executives, we've read that: Filing a 10b5-1 plan and selling shares on a set schedule is an affirmative defense against insider ...
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178 views

Dividend Leakage for European Vanguard funds

I recently stumbled upon an article warning European investors about "dividend leakage" when investing in Vanguard funds as a European investor due to a dividend tax within Ireland from which the ...
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634 views

Is this retirement plan worth the risk?

I am a 24 year old male living in an EU country, with a gross salary (before tax) of €26,000. I am very new to the world of investment and do not have any experience - at best, I could say that I ...
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98 views

As a US Green Card holder, California resident and German citizen, is investing in European investment funds permitted?

I am a resident of California and a citizen of Germany (green card holder). Is it permitted for me to have money invested in European investment funds? I was told that I'm only allowed to invest in ...
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332 views

Early tender offer is less than the current value of the bond. What is the benefit?

I received an early tender notice for a bond I hold: Terms: $815.00 per $1000 P.A. plus int. In addition, holders who tender their notes prior or on 08/25/16 (The Early Tender Date) are ...
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29 views

Questions on CDARs

I was investigating a CDAR as a possibility for a large sum investment. However, I was under a false impression that I could leave the primary investment aka the principle in the cdar and then have ...
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51 views

Add-On CD Formula

I'm starting to learn a lot about finance/investing on my own but I'm struggling with the calculations behind Add-On CDs. I opened an 14-Month Add-On CD with a $1000 deposit with a monthly $30 add-on ...
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40 views

Are there any methods to calculate the % of position size to cover my profits based on achieving expected returns and thereafter?

Perhaps modifying Kelly Criterion to gauge the % of bet size to cover and adjusting to a new expected value? I want to let my profits run without exiting the trade prematurely. (or should I just ...
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147 views

Question about margin and investing

Lets say I have $10,000 cash in an account and margin buying power of $20,000. I sell a put that is worth $9,000 and it gets exercised. Will I be using margin since i have enough cash in the account ...
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213 views

New TD D-Series funds: are they worth considering (unknown expense ratios)?

I am currently a holder of TD's e-Series funds in my investment portfolio. However, the other day, I came across a new series of funds offered by TD: D-Series funds. From what I can tell, the funds ...
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26 views

CAP table for single founder bootstrapped startup

I have bootstrapped my LLC for two years and am now seeking investment. In this case, I'm considering VC. Sequoia pitch deck templates recommends a CAP table. Since I don't have investors currently, ...
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99 views

Building a house during times of economic upturn

Since 2008 the aftermath of the recession, the economic crisis has turned from recession into a rise and better economic times. In some places, in western european cities, this means housing prices ...
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What taxes does a Czech Republic resident need to pay on investment income from an online broker when using a French bank account?

My friend - who is fiscally resident in Prague - opened a French bank account. Then, they used their French bank account to open an eToro (online broker) account. They want to invest on eToro but they ...