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
14 views

Convergence of asset prices and income they generate

Listened to a video from Bridgewater where the CO-cio states that there were two ways for prices and income it generates to converge. Either via falling prices which is straightforward or via "...
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how to find high beta stocks

I'm looking for high beta stocks ( >= 3 ) and could find only a small handful. I've been googling "list of beta" etc. but get very few. Maybe there just aren't that many >= 3.
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What website provides real-time stock volume updates? [closed]

I am looking for a website which provides real time market data, specifically stock volume. I have found such information on Barchart.com, which allows me to screen the highest volume change stocks. ...
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1answer
30 views

How does split-strike conversion work when investing in the stock market?

I've been doing some research into how Bernie Madoff fooled investors, and I've discovered that he pitched a scheme known as split-strike conversion. Apparently it's a legitimate investment strategy. ...
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22 views

In PCA, when should covariance be used over correlation? [closed]

I understand covariance is affected by the scale of the variable whereas correlation is not. If that's the case, what's the advantage of using covariance over correlation if correlation ultimately ...
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1answer
112 views

Why do startups dilute their equity?

I am trying to understand why, when a startup raises funds, it dilutes its equity by issuing more shares, rather than just issuing a portion of the existing shares. For example, let's say a startup ...
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0answers
29 views

Debt to Equity ratio of banks

I was trying to do fundamental analysis on ICICI Bank and I couldn't find the debt to equity ratio of the same as none of the websites was showing this. After checking for several other banks, I ...
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1answer
64 views

How is a new index fund created?

When a new index fund is created, how does it go from a concept to product? Where does the money come from to buy the initial investments that are needed for the fund to have its advertised ...
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4answers
2k views

What are the advantages/disadvantages of investing in foreign currency?

I am learning about brokerage accounts and how investors diversify their portfolios within their brokerage or other investment accounts. One of the things I have noticed, especially in the U.S., is ...
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Core-Satellite Portfolio Building Strategy

I recently heard of the Core Satellite investment strategy and found it very interesting and smart. However, I failed to find other comparable portfolio building strategies and subsequently, a ...
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1answer
69 views

What simple investment options are there beyond stocks, bonds, and CDs?

In summary, I'm looking for an easy, medium- to long-term investment other than stocks, bonds, and CDs. Details below. We're currently in a market situation where the major stock market indexes are ...
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2answers
168 views

With the Presidential “Payroll Tax Holiday” being imposed, should I invest the money in ROTH IRA or Regular Brokerage?

We've had a Presidential order creating a "payroll tax holiday", and the best information I can find about this can be read at Forbes and summarized as follows: No/Reduced federal tax from ...
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1answer
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Does increase in one company's outstanding shares decrease the value of my stock?

Following up on this question, say I purchase a stock from apple and own 0.5% of it, when it has 52 million shares. But company shares seem to fluctuate. So, if they fluctuate to for example 60 ...
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1answer
42 views

Is stock exchange order book data useful for retail investors?

I am a small retail investor, and I have a stock brokerage account. The stock brokerage firm is offering free real-time order book data for NASDAQ and BATS. I noticed that, as a standalone product ...
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60 views

Why is it bad for society if banks do trading, investment banking, and take deposits? [closed]

I'm curious why the elimination of the separation between investment and clearing banks by the Financial Services Modernization Act is a sometimes described as a bad thing for society?
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1answer
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How can we know the capital appreciation of property in an area? [closed]

Let's say I wanted to buy a property in a certain area, I want to know how much of appreciation I am expecting in the next 5 years. What are methods that one can determine the appreciation?
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My company is suspending its 401K match; what is the best thing to do with my money?

I am a 25 y/o US citizen working in the US for a US company. Given these days' hard times, my company has elected to suspend its 401k match. I make too much money to contribute to a Roth IRA. What is ...
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1answer
55 views

When does the tax occur when selling ETF in Germany?

For example, I'm living in Germany and want to buy ETFs from Ing bank. If I buy an ETF for 10 Euro, then later I sell it for 15 Euro (but didn't withdraw the money out of the bank). At that time, does ...
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3answers
149 views

401(k) which is better, more traditional or less ROTH

My company matches my 401(k) contributions, 4% to my 5%, so I'm contributing at least 5%. So I ran some numbers. If I switch from traditional contributions of 5% to ROTH contributions of 5%, my take-...
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2answers
133 views

Is the advice in this video sound?

I know nothing about investing. Was watching this video: [redacted] The man spends the first half of the video ridiculing people who state that you can't beat the market. As an example, he uses ...
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2answers
303 views

Are there ways for me to generate $40k per year in perpetuity from $300k? [closed]

Why or why not? Even if I did get $40k once, how unlikely is it to happen again? Some obvious answer are getting a job paying $40k a year (reasonable, but not what I'm asking) and spending the ...
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4answers
178 views

What am I not considering in my current Financial Plan?

Standard Caveat: I understand the opinions expressed on this forum do not represent financial or legal advice. With that said, I have a long term goal to preserve and build wealth (in that order) and ...
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1answer
20 views

VWAP calulation on investing.com is different than what the formula gives

I have been trying to code a VWAP implementation in my Python code. I used the formula that is suggested on many sites: VWAP = (Typical Price x Interval Volume) / Cumulative Volume However the values ...
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47 views

Alernative investments to cash with house purchase on the horizon [duplicate]

My wife and I have been expecting to buy a house for the past two years (currently living in a condo worth around 400K with no mortgage). Because of this, we have pretty much all our investments in ...
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2answers
72 views

Is there a concept similar to “continuous compounding” but related to dollar cost averaging when buying (e.g.) shares or bitcoins?

I know that dollar cost averaging (DCA) is "drip feeding" a total amount to be invested over regular intervals like daily, weekly or monthly, so that each share purchase (or whatever the ...
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0answers
47 views

What drives long duration US Treasury Bond ETF prices?

I am looking at TLT, for example, a long duration (with average maturity around 25 years) bond ETF. I noticed that the fed funds rate (or the "interest rate" from federal reserve) has been ...
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41 views

What does a negative stockholder's deficit mean?

I know negative stockholder's equity means that theres more liabilities than assets but what does a negative stockholder's deficit mean?
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1answer
43 views

Finding Debt to Equity ratio

I was looking at Bank of America's 10-Q and I wanted to find the D/E ratio by doing total liabilities over stockholder's equity But this looked super odd because the D/E ratio would be 8.88 which I ...
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1answer
40 views

web sites that list the ticker symbols of high beta stocks? [closed]

I want to invest in some high beta stocks. The only list I've found is Yahoo finance, but it was only 5 stocks.
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1answer
67 views

Not understanding the calculations done in the book

I was reading "The Intelligent Investor by Benjamin Graham" and came across a series of calculations that I'm not getting as to how it has been arrived at. I'm quoting the entire text from ...
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2answers
383 views

Past price data has predictive power, it's not 50/50 [closed]

They say that it's impossible (for ordinary men, with simple statistics and math) to predict future stock price based on the past stock price. But that's not exactly true. As you still can predict ...
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1answer
82 views

IRR calculation with Initial Investment disbursed on two years

In my case, I think: Numbers say more than words. So, I've simplified the financial situation in this image: Here is the Excel file. How to calculate the Internal Rate of Return (IRR) with such a ...
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27 views

Publicly Held Shares versus Float. Are they the same?

According to Investopedia and finance.zacks.com, Stock Float is defined as number of outstanding shares minus closely-held shares (Company officers, directors may be long-term holders; or restricted ...
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1answer
123 views

Buy real estate without paying tax on earnings

I own an s-Corp doing computer programming. Annual revenue roughly 100k. It’s sitting in a bank account. Can my s-Corp use that money to buy assets(real estate) worth 100k and show 0 income for the ...
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2answers
130 views

Selling winner stocks during year of realized net loss: a good idea?

I am young and in a low income bracket. Due to the current economic climate, I've realized a large amount of losses and also have an atypically large unrealized gain. I could sell (and re-buy) either ...
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1answer
90 views

What do the terms Sell and Buy of a stock mean

What is meaning of SELL and BUY of a stock, commodity, or ETF? When I choose any specific position of SELL or BUY, why do I have an immediate loss/profit? For an instance I am doing paper trading on a ...
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0answers
72 views

Child account investment options (EU)

So, having two little ones, I decided to set up investment accounts for them. The idea is that these would be focused on long term buy&hold (mostly dividend growth stocks). Since I live in Austria/...
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10answers
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How do I know when to quit trading?

I started trading a few months ago, hoping to make even a small profit from the rebound after April. I followed the advice to stick to large, solid companies. I made some profit, but also a lot of ...
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2answers
131 views

Why are public utility enterprises a chief victim of inflation?

In Ben Graham's The Intelligent Investor, I read that "the public-utility enterprises have been a chief victim of inflation, being caught between a great advance in the cost of borrowed money and ...
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2answers
31 views

Relevancy of IRR versus CAGR as a Decision Making Tool

Why is IRR an important metric for comparing investments if CAGR can be determined? I understand CAGR to mean the constant rate of compounded growth over a given number of years. That is, the slope ...
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1answer
129 views

How to use savings to buy security

I am a 28 year old single male and I have about 30k USD in my retirement account and 100k USD in my savings and checking accounts. I'm on track to save another 30-40k through the rest of the year as a ...
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2answers
128 views

Putting all 401k into stable value fund?

The stable value fund option in 401k offers capital preservation with some benefit like fixed income. The market is very volatile. Is it good idea to put all 401k to stable value? My 401k completely ...
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1answer
120 views

If investment banks can invest clients' money, what makes them different from hedge funds?

I am a bit confused right now about what a hedge fund is. If Investment Banks can invest the money entrusted to them by clients, what makes someone want to invest with a hedge fund?
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1answer
135 views

Stocks that match the criteria of the “intelligent investor” [closed]

Warning! Noob investor. I am new to investing and trying to learn how to make effective trades. I recently started listening to the "The intelligent investor" The book offers various starter ...
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3answers
1k views

Are traditional pensions still optimal in the 21st century? [closed]

I have long had an issue with traditional pensions, I searched around and found some people at least seem to share some similar thoughts. In short, my concerns are: Too restrictive (you can't use the ...
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0answers
14 views

Does the ESOP allocation affect the overall shares issued via a SAFE?

For example: If a company has 2,000 shares (no existing options), a $1M SAFE with a post-money cap of $5M [that is converting], a Series A with a premoney valuation of $10M, $2M injected via the ...
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2answers
209 views

S&P 500: What happens to the index when a new stock is listed?

Out of curiosity, I started googling what would happen to the S&P 500 Index when a new stock is listed on it. And I wasn't able to find the answer. From my understanding, when a new stock enters ...
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3answers
134 views

trading in the stock market using your brother's broker account(with his permission), is it illegal? [closed]

I am planning to trade stocks in the stock market but I can't open an account in a broker because I don't have a passport or driver's license. So I plan on letting my older brother make an account on ...
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1answer
278 views

Too good to be true, skill or luck? 25-year old “millionaire”

I came across this article on CNBC: https://www.cnbc.com/2020/02/28/budget-of-millennial-millionaire-who-saves-80percent-of-his-income.html This guy bought his first house at 23 by using his $19k in ...
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US domiciled ETFs in the EU - some brokers actually offer them - anyone know how?

I am aware of the 1-Jan-2018 EU regulation prohibiting EU brokers from trading US domiciled ETFs to retail investors. I am also aware that some brokers can help you waive the EU "protections"...

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