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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13 views

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
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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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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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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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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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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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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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
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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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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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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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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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
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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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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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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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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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
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 ...
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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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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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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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3answers
217 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
109 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
62 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
126 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
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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5answers
265 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
188 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
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
128 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
208 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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1answer
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
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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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
119 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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74 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
203 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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