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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17 views

Difference in de facto currency exposure

Suppose my main currency is SEK and that I want exposure to EM MSCI. Then I could A) buy a Swedish passive fund in SEK that is exposed to EM MSCI or B) Exchange my SEK for EUR or Dollars and then buy ...
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Calculating the Risk/Reward Ratio to get Take Profit price with Entry Price and Stop Loss Price given?

I'm trying to figure out how to calculate my risk/reward ratio of 2:1 (risking 2% of total account capital) through the use of Stop Loss/Take Profit prices per trade. For example: Say, my entry price ...
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2answers
193 views

If pre-approved for a $300k home loan, needing $1k monthly payments on it for a $200k nearly new house, is it a no brainer to buy the house?

Assume the bank's loan has a 2.6% interest rate. (I know this is historically very low, but even lower is not impossible.) Assume one has $3000 per month, leftover, after all their expenses and ...
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1answer
34 views

When a position in a United States "SEP" account is sold are there any tax consequences if the sale proceeds remain in the SEP's deposit account?

I wanted to liquidate a particular position in my SEP account and reinvest the proceeds in another mutual fund to be held in the SEP. When I went to do so on the website of the trading company, there ...
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1answer
59 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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3answers
1k views

Should I get out of debt fast using Dave Ramsey's Tactics?

I currently am $31,000 in debt from school and a personal loan and I am looking to pay it off. I just started a new job; I am 21 years old, fresh out of college. I am making around 50K USD. I have ...
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1answer
639 views

How do I simulate a trailing limit order

How do I simulate a trailing limit order, since many brokerages don't offer this? Details: XYZ last traded at 10 and I want to buy it at 9 or lower. However, if XYZ rockets to 12, I'm now willing to ...
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1answer
55 views

Should I switch my investment from one mutual fund to other? What should be the mathematics behind it?

Take an example of two mutual funds: A and B. For simplicity, following are assumptions: Both funds always perform exactly same (same fall or same growth depending the direction of market). Let us ...
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8answers
9k views

Safe-ish investment options for a young, well-compensated couple

I'm definitely late in learning this stuff and have gone through the top questions on this site like I'm 23 and was given $50k. What should I do? Oversimplify it for me: the correct order of ...
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1answer
195 views

Fixed deposits in 10 banks vs Mutual Funds

This question is to be answered in terms of security of the money as well as how profitable the investment is. Let's say a person is in India under 30% tax slab. In India, FDs are more secure than ...
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2answers
62 views

How do the long-term returns of a high-variance investment compare to those of a low-variance investment?

Variance over the short-term is a useful way of comparing the risk of investments. Got a home purchase or large medical expense coming up? Better not to have too high variance on your invested savings....
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6answers
286 views

When does timing the market make sense

There is a saying that don't time the market and I think it's true, I've noticed I under perform when I try to time market over a long period. So when does it make sense to actually time the market? ...
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25 views

Difference between trading ETFs and the corresponding futures? GLD or /GC? UNG or /NG?

I am taking a hard look at options trading and I am starting with a modest account of $10,000 (I mention this because I think it might be relevant to the question). What is the difference between ...
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2answers
432 views

Capital Gains on same stock but two different accounts

I have two different personal accounts. One on Robinhood and one with Webull. I have many shares of a stock in Robinhood that I am trying to hold for a year or more before I sell. At the same ...
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1k views

Online tutorials for calculating DCF (Discounted Cash Flow)?

What is the best online tutorial to learn calculating DCF (Discounted Cash Flow) for a stock?
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1answer
110 views

If a company pays higher salary to employees, does that affect the Cash Flow of a company?

This question aims to understand Cash Flow, when we invest our money in companies. Let's say, if a company thinks: "We make so much money. Let's pay our people 66% more in salary." In that ...
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4answers
256 views

Is it financially smart for my girlfriend and I to get our own FHA loans for separate properties before marrying?

My girlfriend (22) is a nurse and I (22) am currently in my last year of undergrad for BS in Computer Science. I want to invest in real estate for the purpose of renting or using as an Airbnb to help ...
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2answers
177 views

How do I use my spare money? (Brazil)

I am writing this question because I want to know what are the best options for using my spare money. Hence, let me first describe my situation: Who am I? I am a 24 years old no child single male. ...
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2answers
281 views

When the government starts to print money, buy a house to double or triple your money?

It seems it is so obvious, but is it true? When the government starts to do "quantitative easing" or print money, then the price of a house can go from $1.2 million to $1.5 million easily, ...
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2answers
78 views

Stop limit orders are being filled immediately

Got an option trading up at $0.40, spread is $0.34B x $0.45A, so I went to set a stop limit on the order at $0.35, but the broker popped up a message that said: "Your stop price is at or above ...
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0answers
32 views

How do taxes work on an MLP whose cost basis hits zero?

For a USA MLP when the cost basis hits zero how are distributions taxed? Should you sell the asset after the cost basis hits zero or continue to hold? (Assuming management is good)
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2answers
80 views

Is the Operating Income or Loss equivalent to Total Revenues 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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2answers
196 views

Why buy consumable commodities?

These two questions explain why gold is a useful commodity and what happens when someone buys it. Where can I buy real gold and sell it later as shown in market? What intrinsic, non-monetary value ...
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1answer
254 views

ETF's, Capital Gains and Taxes

Suppose that an ETF (that holds stock) sells a stock at a profit. It is my understanding that profit must be distributed to the share holders as the form of a dividend. Once distributed, it would ...
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1answer
67 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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10answers
15k views

Why don't bond makers just get loans?

I was just looking at investment opportunities, and I found a number of places offering bonds paying up to 12% interest over two years. My first thought was, I can get a loan from my bank for 5% ...
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1answer
247 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 ...
339
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17answers
66k views

Best way to start investing, for a young person just starting their career?

I am young, just started my career, and looking to begin investing so I can make my money work for me. I'm still living like I did in college (occasional purchase on myself, but most of it goes into ...
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1answer
1k views

What does the blue line represent on Yahoo Finance's day range graphics?

The rows of my Yahoo Finance watchlist table have a Day Range graphic like this one: The number labels under the left and right ends of the Day Range are the high and low prices for the day so I ...
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1answer
173 views

How to calculate capital gains on multiple trades of the same stock?

I'm curious what is my capital gain for tax purposes if I trade a security and never sell my entire position? Here's an example of what I mean: In January, I buy 10 shares of Stock A at $1 per share. ...
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0answers
38 views

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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1answer
50 views

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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0answers
55 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
32 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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2answers
4k views

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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0answers
43 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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5answers
1k views

Can you buy out a pink sheet listed company by purchasing all of the outstanding shares?

If you buy out all the outstanding shares of a pink sheet listed company, do you control the company (much like when an NYSE-listed stock is bought out)?
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1answer
120 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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1answer
100 views

Selling Lots and SMA (Special Memorandum Account)

My broker allows me to sell shares in the lots that they were bought. For example, the fictitious NuCo, In., in order of purchase: Lot A: 300 Shares of NUCO at $20 Lot B: 300 Shares of NUCO at $17 ...
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1answer
199 views

Why is it common to selloff SPAC shares just before merger?

There is a company I am familiar with that is the target of an SPAC. I'm unfamiliar with investing in SPACs, but what I have learned is that more often than not, the price of the ticker drops after ...
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2answers
159 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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0answers
19 views

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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1answer
323 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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2answers
48 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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3answers
208 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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1answer
210 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
130 views

Invest in both PPF and VPF

Is one allowed to invest in both VPF (Voluntary Provident Fund) and PPF (Public Provident Fund) in the same financial year and is there a limit on the same?
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1answer
83 views

Investing recurring aggregated short-term funds

I have half a dozen "buckets" of short-term cash sitting in money markets; e.g., vacation fund, unforeseeable house repairs, a post-COVID wedding reception, etc. Looked at individually, none ...
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1answer
109 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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