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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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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 ...
Matas Vaitkevicius's user avatar
4 votes
1 answer
336 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/...
quetzy's user avatar
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4 votes
1 answer
367 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 ...
maverick's user avatar
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4 votes
0 answers
439 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. ...
Alex G.'s user avatar
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4 votes
0 answers
118 views

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 ...
shorea2's user avatar
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3 votes
0 answers
123 views

Do I have to report my T-Bills on taxes if they haven't yet been matured?

Do I have to report on taxes for 2022 year my 4 week T-bill if I buy them on Dec 6, 2022 (Maturity date Jan 3, 2023)?
Dzianis Sudas's user avatar
3 votes
0 answers
152 views

Is it safe to have a Standing Letter of Authorization for your financial advisor?

I have a financial advisor who manages my portfolio. That portfolio is stored in TD Ameritrade, and my advisor currently has the ability to make deductions from my bank account into the portfolio ...
ConShonnery's user avatar
3 votes
0 answers
192 views

Are there any legal risks/implications of this indirect gold purchasing process

Setup: My wife and I live in UK. My In-Laws are UK expats currently living in Switzerland. They are investing some of their savings into Gold Bullion. (not interested in any assessment of that ...
Brondahl's user avatar
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3 votes
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109 views

What do I do with nominee shares I got from a crowdfunding "investment"?

I am not an investor and it all goes a bit beyond me and that's why the things I've found on Google on this topic don't really add up for me. Years ago I "invested" in a company that I like ...
T. Maxx's user avatar
  • 31
3 votes
0 answers
68 views

Diversification vs VTSAX

What advantage do I gain by holding a mix of mutual funds over just VTSAX? One oughtn't put all one's eggs in one basket. One mitigates risk by holding multiple distinct asset classes in multiple ...
StevePoling's user avatar
3 votes
0 answers
92 views

What do I need to know about investing in developing countries?

My wife is Sri Lankan and we have some cash assets there, but we both live in Australia. Sri Lanka has restrictions on taking money out of the country - essentially it looks like you can only take $...
dwjohnston's user avatar
3 votes
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64 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 ...
not2qubit's user avatar
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0 answers
723 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 ...
theanilpaudel's user avatar
3 votes
0 answers
72 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 ...
ciastorybne's user avatar
3 votes
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491 views

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 ...
joe.doe.finance's user avatar
3 votes
0 answers
182 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 (...
YardStick's user avatar
3 votes
1 answer
78 views

What are the ways to price a holding company?

I would like to know how people value holding companies. I guess the most famous one is Berkshire ($BRK.A - $BRK.B). And others exist. These holdings usually have a lot of exposure to realestate, PE ...
YellowEagle's user avatar
3 votes
1 answer
666 views

How can I invest in USA mutual funds from Australia?

HI I wish to invest in top USA mutual funds (Vanguard, T-Rowe). I was told by the fund that as a foreign national I could not do so directly. Do you know how I could without excessive fees? I am an ...
Tessa123's user avatar
2 votes
0 answers
161 views

Why would a company be "required" to hold bonds in Europe?

I was just watching an old recording of one of Berkshire Hathaway's shareholder meetings and Charlie Munger made a statement about being "required" to hold bonds in Europe. Why would they ...
jesse_b's user avatar
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0 answers
65 views

Curious observations about efficient frontier calculations

I was using Portfolio Visualizer to try out a few efficient frontier calculations. You can run the same calculation using this link. I find it quite curious: 1) What causes Portfolio 2 to stop at σ ~ ...
Roc W.'s user avatar
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0 answers
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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 ...
PJS3's user avatar
  • 177
2 votes
0 answers
46 views

Reports that demand regular review

I am a long-time long position holder, but am moving into more aggressive trades. I am not really looking to do "day trades" but rather in a 2 day to 90 day position. With this context in ...
Nicknam3007's user avatar
2 votes
0 answers
46 views

What are some issues with ETN Commodities Indexes?

I am thinking of buying, two ETNs in Commodities Metals (Copper, Nickel). I am curious of risk factors for these. Besides Barclays Bank going bankrupt during a market crash with unsecured ETN debts, ...
markallen48217's user avatar
2 votes
0 answers
62 views

Has anyone done the process of starting an LTD to trade stocks in the UK? What is required?

I have stocks into a personal account. As you can imagine, if I want to sell and buy during ups and downs, I'll have to account for tax every time I make a profit, even though this is fully reinvested ...
kmaragos0's user avatar
2 votes
0 answers
61 views

Overshooting my withholding rate's upper limit; invest the extra early in the year or ask for recalculation?

I'm in Finland. The way income tax works here is that my employer withholds a certain percentage of my salary up to an annual upper limit, and a significantly higher percentage of the salary exceeding ...
HAEM's user avatar
  • 1,556
2 votes
0 answers
65 views

Transferring USD into a TFSA

I am currently working in the US but maintain my residency in Canada and file with both the IRS and CRA. I have accounts with both Questrade in Canada and Robinhood in the US. I wish to transfer my ...
masfenix's user avatar
  • 121
2 votes
0 answers
175 views

What are the tax implications of an American buying shares in a UK company?

I'm interested in investing in a UK based company that does not have shares on an American exchange. I had asked a question about if that was possible over here and since the answer was yes, I started ...
Ryan's user avatar
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2 votes
0 answers
68 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 ...
Dzt's user avatar
  • 291
2 votes
0 answers
81 views

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'...
Canaryyellow's user avatar
2 votes
0 answers
808 views

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

Most brokerage firms ask a prospective client if they're US citizens or permanent residents. Otherwise, they direct customers to an international service which ends up not being helpful.
SmartY's user avatar
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2 votes
0 answers
91 views

Is it sensible to assume that the investment theory developed arround the US market can be applied to the Eurozone?

Are investment strategies and policies that you find in popular investment books, such as "The Intelligent Investor", extrapolable from the US Market to the Eurozone? If the answer to the above is no,...
Martel's user avatar
  • 1,281
2 votes
0 answers
40 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
user65421's user avatar
2 votes
0 answers
61 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 ...
Matthew's user avatar
  • 132
2 votes
0 answers
113 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 ...
brian661's user avatar
  • 121
2 votes
0 answers
99 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/...
user93353's user avatar
  • 155
2 votes
0 answers
208 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?
Cade's user avatar
  • 19
2 votes
0 answers
84 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 ...
Gregoryan's user avatar
  • 121
2 votes
0 answers
78 views

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 ...
Jackie's user avatar
  • 171
2 votes
0 answers
238 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 ...
The Strong Programmer's user avatar
2 votes
0 answers
417 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 ...
Declan McKenna's user avatar
2 votes
0 answers
46 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 ...
user541852587's user avatar
2 votes
0 answers
31 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 ...
Bob's user avatar
  • 1,531
2 votes
0 answers
128 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 ...
user12767's user avatar
2 votes
1 answer
2k views

As an US citizen living in the US, if I buy/sell stocks on the London Stock Exchange do I pay taxes to the US and the UK?

I am a U.S. citizen, living in the United States. I am interested in buying shares of a company that is traded on the London Stock Exchange, but not in the US (including as an ADR). I've tried ...
Larm's user avatar
  • 379
2 votes
1 answer
23 views

Tax treatment in India on a Resident Indian on money he earned in UAE as NRI earlier

I worked in UAE from Sept'2006 to Mar'2014 and came back to India permanently on April'2014. Before returning to India, I invested some amount in USD dominated bonds through a local bank in UAE on Mar'...
Alok's user avatar
  • 21
2 votes
1 answer
93 views

How to estimate the profitability and risk of investing in rental properties?

There was a recent question, Is it a good idea, to buy a flat with a loan, whilst using the rent to pay it off?, which was closed due to asking opinion-based advice. However, the question can be ...
juhist's user avatar
  • 6,743
2 votes
1 answer
589 views

Simple tool for running what-if analysis on a set of ticker symbols?

There are a lot of heavy-duty portfolio analysis tools out there, but what I'm looking for is (I think) much simpler. I simply want to: Enter a ticker symbol (could be mutual fund or ETF), along with ...
Josh's user avatar
  • 289
1 vote
0 answers
44 views

Computing investment returns on TD Ameritrade

Vanguard has a dashboard that automatically computes and displays one's personal performance. It has a plot of Balances over time, and of Net Purchases and Withdrawals over time. Then, below this, it ...
Betterthan Kwora's user avatar
1 vote
2 answers
66 views

NPV in trade projects

The question must be very simple but I'm still struggling. Let's suppose that I have an import-export business. Then I have a discounted CF which is formed by subtracting all costs & taxes from ...
Gigigi's user avatar
  • 11
1 vote
0 answers
72 views

Challenges Faced by US Expat in Germany: Seeking FATCA-Compliant Investment Solutions

I have been a US expat in Germany since 2005, aiming to establish an investment portfolio here. Regrettably, I've encountered obstacles preventing me from doing so. As a US citizen living in Germany, ...
hopeman's user avatar
  • 111