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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51 views

When do these Amazon warrants expire?

The expiration date is blank according to the source. Here's the original source: https://www.centralcharts.com/en/284-amazoncom/warrants Thanks so much!
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1answer
100 views

Liability for poor investment advice?

[Country is South Africa but I am also interested in this in the context of the U.S. / Europe] A good friend of mine has trusted a wealth manager with her sizeable portfolio for the last 6 years. Her ...
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1answer
266 views

Lost $100k (paper) money on property subdivision project. What should be my next step?

I had the misfortune of working with a shady project manager for my first property subdivision project (1 property into 3). The development contract with him was for him to organise and supervise the ...
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12answers
11k views

How can there exist a profession consisting of investing others' money?

How can there be a profession where some person sits at a desk and trades or invests for somebody else? If they are so smart and can predict the market so well, would they not long ago have invested ...
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25 views

Locking in Capital Gains when in Lower Tax Bracket [duplicate]

I am a college student graduating this upcoming year. I have a decent amount currently invested in a taxable brokerage account. For the 2019 year I would be in the 0% long term gains bracket and 12% ...
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1answer
121 views

How to interpret returns on index funds

I don't quite understand how investing into index funds works, or how to interpret the average historical returns. Let's say that, 10 years ago, I decided to invest $30,000 dollars at the end of each ...
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11answers
15k views

Should I invest ~18k being 19 years old? [duplicate]

I am currently thinking about investing my money in various things. I have a monthly income of 900€ and only 40€ regular expenses including food, spotify premium and a web domain. From what I can ...
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108 views

Best way to invest ~10k euros in Europe [duplicate]

newbie here. I'd like to know what are the best ways to invest ~10k euros here in Europe. I don't have any debt and I am able to save 1k euros every month moving forward. I can't buy property yet, ...
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37 views

How is “fixed debenture” not a contradiction of terms?

I recently came across the idea of a "fixed" and "floating" debenture. I was under the impression a debenture was specifically an issue not secured by assets. Wouldn't a debenture secured by assets (...
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5answers
7k views

Is trying to learn day trading a complete waste of time?

I understand there is a lot of people, maybe even most, who believe day trading is far too risky or the person trying day trading won't be skilled enough. I have gotten interested into investing ...
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How do you calculate daily gain and cumuative gain on future contracts?

So i have this excercise : I'm new to finance and i was wondering if anybody could tell me how to calculate the DAILY GAIN AND THE CUMULATIVE gain with the information provided? For example, in day ...
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2answers
128 views

How to decide where to invest home equity?

Let's say I bought my home several years ago and now have (for example) $100k equity available if I refinance. Now I can take that $100k* and invest it in the stock market. Or I could take the 100k ...
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1answer
44 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 ...
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3answers
360 views

Why do people claim that Stock Markets are broadly exponential in the long term?

I've always heard Stock investment being described in terms of getting X% return per-year in the long-running. But looking at the FTSE in the long-term doesn't suggest an exponential growth? See below,...
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1answer
120 views

Stock market fluctuations and when to sell out [duplicate]

I recently bought a medical marijuana stock at its lowest point. It is estimated that it will reach a high price by 2023. How can I know for sure when to sell out?
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124 views

How might ETFs accelerate a “crash” [closed]

I am editing my question to pose the inquiries first in order to hopefully emphasize their objective, rather than subjective nature upfront. Here is my question: Am I correctly understanding the ...
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91 views

Invest in stock, ETF etc. for a minimum amount of time?

Is there any financial product that would allow someone to invest a sum X (once or maybe periodically) in a single stock, an ETF or similar for a minimum of say 25, 50 or even 100 years? I'm not ...
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1answer
163 views

Best way to start investing, for a young person just starting their career in Europe? [duplicate]

I'm in my 20's and just starting my career as a data scientist. I live between the United Kingdom and the rest of Europe. I have read the answers to this question but it seems to be very US-centered. ...
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1answer
2k views

What are stocks with /RT at the end of the ticker?

I was holding Celgene CELG and Bristol-Myers Squibb BMY before the merger. I received one BMY/RT worth $2.43 vs the BMY $60. I assumed this was the remaining difference from CELG after it was swapped ...
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1answer
41 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
74 views

Correlation between the perfect market-timing strategy and the market itself?

What would be the correlation between a perfect market-timing strategy [that it always goes long (short) one unit of the market the day before the market goes up (down)] and the market itself, given ...
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3answers
185 views

Are there some types of investment that can return 5% per year and is anti-inflation?

Some people claimed that if a person has a million dollars (US$1 million), and spend $4000 per month, which is $48,000 or roughly $50,000 a year, then after 20 years, the person is broke (has no money)...
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How to get back to stock market

I've been following this site regularly and I try my best to follow advice that's published here. I think I'm a reasonably skilled investor and I honestly don't try to outsmart/time the market. I'm ...
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What are the limits for a corporation investing under US Regulation Crowdfunding rules?

When investing through US Reg CF, there are certain limits on the amount that can be invested. These limits seem based on Net Worth and Income. Examples are listed here: https://www.sec.gov/info/...
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75 views

Protection laws against fraud when investing in ETFs and/or index funds

I would like to understand what protection provides the law against frauds like Ponzi fraud scheme when investing in ETFs and index funds. Quick note: When I say 'fraud' I mean actual fraudulent ...
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1answer
215 views

I plan to cash out my entire 401k within 2 years, should I maximize my contributions or should I minimize them and invest in money market/index funds?

I have a serious medical issue that makes collecting my 401k benefit a near impossibility. I have about 20k saved up in my 401k and we’ll call it $60k in the market mostly in index funds/ETFs. I ...
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12answers
16k views

“Don't invest now because the market is high”

I have heard many people in my life say things like The market is low so it's a good time to invest or The market is high so don't invest It makes me wonder if mean-reversion is actually a ...
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1answer
3k views

How much do I need to invest monthly to accumulate a given amount?

I have a target amount T USD (in today's value, before inflation) that I would like to accumulate over N years. Every month I invest X USD with an expected return of Y%. Expected inflation is Z% per ...
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1answer
125 views

How to find equivalent US or Worldwide ETFs that are compliant with European PRIIPS regulations?

I used to invest in the following hyper-diversified portfolio : +--------+--------------------------------------------------+-------------+ | ticker | Exchange-traded Fund ...
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3answers
688 views

Can we all be rich together?

I'm wondering, why not invest all together in the stock market with a single account? Even if capital gain is a linear function of capital, having a huge collective capital would mean great buying ...
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1answer
99 views

Why would investors invest in an environmentally friendly production of Panna Cotta? [closed]

I am doing a class presentation and I have created a business plan that will replace the traditional plastic use of Panna Cotta with environmentally friendly materials and now I need to present ...
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2answers
185 views

Savings Question, how to invest

I have about $20,000 just sitting in a TFSA, I do plan to spend it (on a vehicle) in about 12-16 months, so I don't want to lock it away, is there anything better then the TFSA? I am Canadian.
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3answers
196 views

Two realtors estimating different price ranges

I'm looking into investing into a specific apartment. It hasn't been publicly listed as for sale yet, I just happen to know the current owner. The owner asked me to do my own research and make him an ...
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2answers
58 views

tracking a portfolio's annualized return

I’ve created a spreadsheet that analyzes the total return of my portfolio in various ways. Among the metrics: A graph that tracks the annualized rate of return. For example a year ago the portfolio ...
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89 views

Does it make more sense to purchase VTI or VUN?

I live in Canada. VTI and VUN are both US total market index funds through Vanguard. VTI is the American version, VUN is the Canadian version. VTI has an MER of 0.04% but the dividends are subject to ...
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1answer
80 views

How to properly understand an exchange rate

I am having an enormous amount of confusion on exchange rates. If for example , i have an exchange rate of £/$=1.10, i know that with one pound i can buy 1.10 dollars. First question: So can the ...
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2answers
236 views

Is there any recommendation of rent / spending / saving ratio?

In the USA, are there popular rent / spending / saving ratio recommendations? Say I earn $150k per year and split it evenly between the three. Which would be $50k for rent or mortgage, $50k for ...
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24 views

Calculating return - mix of ROI and TWR

I've got a portfolio with a mix of buy and total sell and some with a mix of buy and partial sell. For the buy and total sell, a simple ROI calculation will work BUT given there are also a mix of buy ...
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9k views

Why do investors pay trillions for minority stakes in companies, when their only potential payback is modest uncertain dividends? [duplicate]

I'm struggling to understand the core reason to invest in stocks as a minority shareholder. Majority shareholding makes more sense as you effectively control the company, so you can pay yourself ...
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1answer
173 views

Regulation for ETFs in the UK after the Brexit

Currently the UK is in the EU, that means that the financial products sold in the UK are under the EU regulation (UCITS). After the UK leaves the EU, this regulation will no longer be applicable. ...
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Can someone in the 3rd world invest in the US Stock Market online using PayPal?

In the past, I wanted to earn money from the internet and I came across too many scam websites that give money for clicking ads or mining bitcoins. I no longer trust the third party websites and I ...
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2answers
170 views

Advice for an 18 year old about Investing? [duplicate]

I'm currently 18, I already have investments in a variety of conservative mutual funds through the Stash app, however I want to get into actually investing for extra income. I currently have a steady ...
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2answers
3k views

Dollar cost averaging vs buy low/sell high

It is often said that we should "Buy low, sell high". But we can't know when the market is at its low or high. Another phrase we hear is "dollar cost averaging" Consider: A long term young ...
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1answer
29 views

For a mutual fund - if jensen's alpha keeps increasing with time, then how does beta of the mutual fund get impacted with time?

I am building an excel model to calculate rolling alpha at a monthly level to analyze different equity mutual funds. Along with the rolling alpha, I am also calculating rolling absolute returns and ...
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109 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 ...
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93 views

What do bond investors do during a sell-off

Suppose there has been some release of data that shows economic slowdown, or increased expectations of inflation. Investors will then sell their bonds in hope of buying newer bonds with higher ...
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1answer
111 views

What is the graph of hedging using put options?

An investor owns 1,000 Microsoft shares. The price is $28 per share. He is concerned about a possible share price decline in the next 2 months and wants protection. Buying ten July $27.50 put option ...
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2answers
94 views

What are the payoffs for a seller of call options?

Suppose IBM stock is trading at $100 per share and a trader purchases one IBM $100 call option for $2.00 per contract. Scenario 1 IBM is $105 at expiration. The buyer's profit would be $300 (...
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102 views

Investing and saving advice in Italy during first employment

I'm a 23 years old programmer working full time in Milan since September 2019. I'm currently not paying for rent and utilities and I'm managing to save 1200€ net a month (I have no debts). This money ...
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1answer
39 views

How does a margin account work?

If you open a margin account, does this mean that you are putting your OWN money in the margin account which is supervised by a broker and to whom you pay interest to?

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