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.

135 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
4
votes
0answers
60 views

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"...
4
votes
0answers
87 views

Is Fidelity an IRS approved custodian?

My employer offers a Simple IRA match. The plan they've set up allows me to select the financial institution that will serve as trustee or custodian1. I see many references to Fidelity in my ...
4
votes
0answers
105 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 ...
3
votes
0answers
87 views

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 ...
3
votes
0answers
77 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 $...
3
votes
0answers
59 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 ...
3
votes
0answers
179 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 ...
3
votes
0answers
66 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 ...
3
votes
0answers
122 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 ...
3
votes
0answers
285 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. ...
3
votes
0answers
148 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 (...
3
votes
1answer
57 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 ...
3
votes
1answer
514 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 ...
3
votes
2answers
232 views

Is it better to invest in US than to invest in India considering inflation rate and devaluation of INR

I am a US resident with Indian nationality. To calculate annual real gain on my investment in mutual funds in India, I am following below mentioned formula: Annual Real Gain = Annualized Return - ...
2
votes
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/...
2
votes
0answers
24 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'...
2
votes
0answers
84 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,...
2
votes
1answer
63 views

FD in 10 banks v/s 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 ...
2
votes
2answers
166 views

Insurance for my brokerage held investments

This is not about protecting the VALUE of my investments against market fluctuations, stock prices drop ...etc. What I am looking for is to protect my investments in shares and options that I am ...
2
votes
0answers
167 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 (...
2
votes
0answers
54 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 ...
2
votes
1answer
267 views

Formula to Calculate FIFO VS LIFO for Financial Instruments

Suppose an individual partakes in some mixture of short term trading and long term investing. Is there a multivariate formula that expresses under what conditions (average/variance of time in a ...
2
votes
0answers
52 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 ...
2
votes
0answers
92 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 ...
2
votes
0answers
85 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/...
2
votes
0answers
142 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?
2
votes
0answers
77 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 ...
2
votes
0answers
71 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 ...
2
votes
0answers
184 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 ...
2
votes
0answers
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 ...
2
votes
0answers
27 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 ...
2
votes
0answers
126 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 ...
2
votes
1answer
70 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 ...
2
votes
1answer
488 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 ...
1
vote
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 ...
1
vote
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 ...
1
vote
0answers
36 views

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 ...
1
vote
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 ...
1
vote
0answers
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 ...
1
vote
1answer
38 views

NPS contribution charges and eNPS

What are the benefits of eNPS? How can we avoid (a) POP trail commission & (b) Payment Gateway Charge while making a contribution in NPS Tier-1 account? 3.What is the recommended/generalized % ...
1
vote
2answers
78 views

What are the pros and cons of trading in low leverage high volatile markets over high leverage low volatile markets

I am comparing traditional stock markets with the Forex market here. I have noticed stock market have relatively limited leverage but have more change % as well as as volatility. On the other hand, 1%...
1
vote
0answers
22 views

How to determine which Canadian investments are tax-efficient for US taxpayers in Canada?

How can a Canadian, who is also a US Citizen, determine which Canadian investments (stocks, bonds, mutual funds, ETFs, REITs, etc.) are tax-efficient (especially considering PFIC rules) for a) a post-...
1
vote
3answers
113 views

Advice: Diversify my retirement investments with a Roth IRA

I am new to investing, and also late to the game (34 yrs old), so I'm trying to make the most financially intelligent decisions I can. I'm starting a Roth IRA at the moment, and funding it with this ...
1
vote
2answers
39 views

Find net cumulative return from my Investment Report for a 3 month period

I have an Investment Report for a 3 month period that shows me: Number of Shares, Book Cost, Market Price, Market Value, Est Income, Est Yiels, Total Value % How do I work out the cumulative return ...
1
vote
0answers
28 views

Tax Residency under FATCA and CRS

I am an Indian citizen and a PR holder in Germany. I am opening a depot account in Germany and there is a question about Tax residency. I would like to know if I am a resident for tax purposes only in ...
1
vote
0answers
21 views

Useful insights to be gleaned from balance sheets, income statements, and cash flow

I'm trying to teach myself how to glean insights relevant to investing in a company from looking at the company's balance sheets and income statements over time. I think this may be considered part of ...
1
vote
0answers
63 views

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

most brokerage accounts ask a perospective member if they're US citizens or permanent residents otherwise they direct customers to an international service which ends up not being helpful.
1
vote
1answer
83 views

Is it legal for resident Indian to invest in abroad & receive fixed returns in dollars?

I was non-resident Indian until last financial year and I still hold an NRE account. I want to invest abroad through a known friend & receive a fixed return in US dollars. Is it legal for me to ...
1
vote
0answers
134 views

Is Trading 212 fair and legitimate broker for buying ETFs?

I am looking for a way to make an investment into an ETF. Many of the low cost international brokers are unavailable in my country while the local banks have fairly high commissions. I got a ...
1
vote
0answers
171 views

Employer provides a SIP - Should I invest?

I recently started working for a large international company that is a big player in its industry on a global scale. I only have very limited investment experience (a Lifetime ISA which is managed by ...