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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1answer
51 views

Market Cap, NAV and finite resources

Gave a read through this question and I believe I understand the following: NAV is the sum of a companies assets; represents the value if the company was liquidated Market Cap is (shares outstanding ...
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How can I find the price (not just the yield) of a treasury bond? [closed]

Sorry if this is a dumb question, but whenever I want to look up the US treasury bond, I can only find the historical chart for its yield. But how could I find its historical price ($1183.28 as in the ...
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1answer
63 views

Gifting Mutual Fund Shares

My wife and I have two children. We have a JOINT bank account and a JOINT Mutual fund account. My wife will write two checks for 15K...one to each child. Then I will transfer 15K mutual fund shares to ...
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1answer
80 views

Are log-scale charts more representative of long-term asset performance than regular y-axis charts?

To most accurately assess the long-term performance of an asset, does it make more sense to look at it with a logarithmic y-axis? I understand that this type of y-axis makes percentage movements ...
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1answer
338 views

What assets can I count towards accredited investor status?

I have had the fortune and blessings of working with a company that recently went public. So, not only do I make a fair amount of salary but I now have stocks worth quite a bit. I have vested options ...
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8answers
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We're in an asset bubble currently, what can I do about it?

My opinion is that we are in an asset bubble: house and property prices are sky-rocketing, interest rates are low, and inflation rates are high. I'm aware of the futility of trying to time the top of ...
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1answer
63 views

What is bid size and ask size in wealth simple?

I'm new to wealthsimple app and wanted to know what some numbers mean. If we look at Microsoft stock for example and look at these numbers shown in the app: Bid $259.87 x 17,481 Ask $259.90 x 10,387 ...
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3answers
76 views

How does a company’s potential market cap affect share price?

As I understand it, market cap is the perceived worth of a company to the market. It’s derived from share price and shares outstanding, and I’m curious if it can be correlated to what share price a ...
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2answers
163 views

Do corporate executives have a fiduciary duty to maximize the value returned to investors?

I have repeatedly heard that corporate executives have a fiduciary duty to maximize the value returned to investors. I have also repeatedly heard exactly the opposite: that there is no requirement ...
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1answer
50 views

Equivalent of Irish domiciled ETFs for individual stocks

ETFs, following for example the US stock markets, are often offered domiciled in Ireland because of favorable taxation conditions. Is there an equivalent thing for individual stocks? Say I want to buy ...
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Why would one choose to sell stock back to a company for less than their current market price?

Marathon Petroleum Corporation (MPC) is currently offering to buy back $4 billion USD of their stock (reference). The minimum they will pay is $56, and the maximum is $63. Given that this equity is ...
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1answer
86 views

What is company capitalization?

I was reading up on some investment agreements and I came upon the following paragraph from one of the agreements: If there is a Coin or Token Sale before the expiration or termination of this ...
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1answer
118 views

What are the risks of investing in a stock tracker ETP?

Just a few days ago (2021-05-26), the first "stock tracker ETPs" were listed on the London Stock Exchange, Euronext Amsterdam, and Euronext Paris. These instruments track the price of US-...
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Emigrating while investing

If I have invested using a mobile app, like eToro, Trading212, BUX etc and then I decide to live abroad (permanently) would I have to close all my invested positions/accounts and start from scratch ...
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2answers
71 views

How important is it to read the sections of an annual report that are not part of the financial statements?

Annual reports of companies seem to always include multiple sections before the financial statements. For example, "financial highlights", "chairman's letter", "CEO's report&...
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2answers
143 views

What are the risk types for a large amount of savings in an index fund

I'm curious what are the possible things that can go wrong with storing half of savings in a single index fund. Specifically, I mean things other than the market going down - these are long term ...
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0answers
42 views

Investment analysis software [closed]

I'm looking for software for investment analysis. It should be able to calculate and visualize: NPV Net present value of an investment after 3, 5, 10 years IRR Internal rate of return ROI Return ...
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1answer
23 views

Derive Initial investment based on Compounded returns

I know the investment instruments, their average yearly returns, the duration of investment and the target corpus. Based on the target corpus and the average returns, I want to reverse engineer and ...
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2answers
88 views

Can mere expectations affect oil spot price?

For example if confirmed information spread today that for some reason oil producers will increase their supply one month later, will this affect oil spot prices immediately like what happens in ...
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2answers
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New to investing, do I have to pay taxes on my ETF's interest or just when I sell it?

I recently bought one share of VUG (ETF) and it's not doing so bad so far, I made a profit of roughly 2 dollars. Do I file this in tax somewhere? Or do I only file if I sell the thing. I can't find ...
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1answer
57 views

Average Annual Total Return - How to calculate fractional number of years?

Per the SEC Form N-1A, P(1+T)n = ERV Where: P=a hypothetical initial payment of $1,000. T=average annual total return. n =number of years. ERV= ending redeemable value of a hypothetical $1,000 ...
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2answers
99 views

Why are warrant liabilities considered a financial loss?

If a company says they lost $2M in Q1 because of: "non-cash mark-to-market increase in warrant liabilities" As I understand warrants, they allow the holder to purchase the shares at the ...
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1answer
49 views

Is using proceeds from a short sell or put option to cover the cost of excercising a call option considered freeriding?

I heard that freeriding is not having the cash to pay for the underlying shares when a call option is exercised. If I purchase a call option that is ITM and (purchase a put OR short sell) above the ...
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2answers
71 views

What would qualify as capital gains to be taxed on in this scenario? [closed]

So I have recently gone into investing crypto and have made good money on it. However I recently started thinking about the taxes on my investments. I'm not a day trader but I do sell and buy the same ...
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1answer
70 views

Why do we discount cash flows with WACC instead of the opportunity cost?

First, a definition of WACC: The weighted average cost of capital (WACC) is a calculation of a firm's cost of capital in which each category of capital is proportionately weighted. All sources of ...
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6answers
4k views

Is there a threshold (in effort, or capital) beyond which it makes sense to be an active investor?

According to Benjamin Graham's The Intelligent Investor one could define an aggressive investor in accordance with the following line (not a verbatim extract from the book): The difference between a ...
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0answers
84 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 ...
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3answers
213 views

Index or fund that closely tracks residential properties in the UK

Rather than buying property in the UK, are there indices or funds that closely follow house price growth/loss in the UK? Property developers tend to have their own growth patterns. My problem is I won'...
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2answers
178 views

Started earning money, have significant savings, would like to invest [duplicate]

I am in the last year of university and got myself a well paid part-time job. My expenses are negligible for now. Since I was 18 I was always making money here and there, so I managed to gather over ...
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2answers
95 views

If we form an investment company, then are the expenses deductible?

It is commonly known that if we are individual investors in the USA, then if we need to investigate smartphones and see how they work with the 7nm, 5nm chipset, or attend shareholder meetings, it is ...
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2answers
62 views

How do the long-term returns of a high-variance investment compare to those of a low-variance investment?

Variance over the short-term is a useful way of comparing the risk of investments. Got a home purchase or large medical expense coming up? Better not to have too high variance on your invested savings....
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1answer
47 views

Investment with Valuation and Credit Line with 10% Equity

Before I ask my question, I would like to tell that I am not from a Business background and therefore this might sound like a stupid question to most. Recently, I watched a film based on Steve Jobs ...
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1answer
145 views

Are there good ways to hedge against a combination of high inflation & rising rates?

I have saved some money that I would like to use in the next 1-3 years to start a company. In the meantime I would like to make sure that inflation does not eat up into my accumulated capital. I am ...
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3answers
127 views

What are the disadvantages of copying the consensus stock picks of hedge funds?

Suppose I have made a list of hedge funds that are known to successfully follow a particular style of longer-term investing (e.g. long-term momentum, or value, or ...). I notice that this group of ...
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1answer
181 views

Why does eBay's 2018 Form 10-K filing show a different net revenue for 2018 than in its 2020 filing?

eBay's 2018 10-K filing declares a net revenue for 2018 of $10.746 billion. eBay's 2020 10-K filing declares a net revenue for 2018 of $8.650 billion. Why is there a discrepancy?
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1answer
109 views

Trying to understand the U.S. yield curve and global inflation

With the COVID crisis the FED has lower interest rates a lot: Now, inspecting the US yield curve: It seems to be that this is a normal curve that doesn't flatten too much at the end. Is this correct?...
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1answer
60 views

Is using debt into a regular mutual fund different from investing in a leveraged mutual fund?

I was thinking if I should invest in some mutual funds using low-interest rate debt. But then I read this Q&A: Why are daily rebalanced inverse/leveraged ETFs bad for long term investing? If I ...
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1answer
57 views

Stock Offering Pricing

All- Quick general question about the pricing of secondary offerings: I understand that a dilutive offering decreases earnings / share, which is why it often leads to selling pressure. I’m wondering ...
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7answers
2k views

Why is there a distinction between growth and value investing, when growth is part of value?

I regularly come across articles about "growth vs value investing", "growth stocks beat value stocks", etc. Why is there a distinction between growth investing and value investing ...
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0answers
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What are my options for investing as a resident in Poland?

I am intending to become resident in Poland in 2 years and would like to find ways of investing, eg: stocks and shares, tax free savings etc. What are the options and how can I find them? (I don’t ...
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4answers
5k views

Have I left investing until too late?

I'm 44 and have only the investment of a house. I was scared off ISAs (individual savings accounts) etc because of the complexity, choice, etc and only now have I come to make the decision to open an ...
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1answer
84 views

Holding ISAs after emigrating to Poland

I'm a UK resident and plan to move to Poland for at least 10 years, in 2 years' time. I'm intending to open a junior Investment ISA and, for me, an Investment ISA. We will retain our property here in ...
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3answers
174 views

How to distinguish between appreciation and inflation?

Is there a way to differentiate between the appreciation of an asset and the devaluation of the currency it is denominated in (inflation)? I know I could look at conventional inflation measures (like ...
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1answer
52 views

How to find platform to invest in Canadian ETFs from overseas?

I am intending to invest in Canadian ETFs. I reside overseas. Although I have Canadian SIN, I do not have a permanent address in Canada at the moment. I searched online for platforms which can allow ...
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1answer
97 views

Investment Accounts For People That Regularly Change Country

I would like to invest ~$20,000 a year, ideally mainly in funds. I am a British Citizen however I regularly move country, roughly once every 2 years. I have been in the UK for the past 2 years and ...
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1answer
63 views

Given a tax advantage account and a non-tax advantage account, should trades be concentrated in the tax advantage account?

TL;DR: If my investing strategy is a mix of ETFs (50% value, rarely traded) and stocks (50% value, more frequently traded), is it advantageous to do the stocks trading in the tax advantage account and ...
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2answers
94 views

Can I lose money on a Forex cross currency trade even if the currency pair goes up in value?

My question applies only to cross currency pairs. As an example, imagine my home currency (the currency I am buying with) is USD, and I intend to buy 5 units of the EUR/GBP currency pair. To keep the ...
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2answers
145 views

What is meant by a fund?

I read in the book Indian Economy by Ramesh Singh (in the chapter Indian Financial Market): Money market fulfils the requirements of funds for a period of up to 364 days. What is the meaning of &...
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2answers
138 views

What should I do to stay updated on my investment after buying a stock?

I've researched the industry, I've read the financial statements, I've made my calculations, and I've finally bought the stock. Now what? From a fundamental analysis point of view, what do I need to ...
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195 views

Business paying back debt to individuals

I have a single member LLC (Missouri, United States) that I started a few years ago. We received approximately $20,000 in funding from family and friends, of which I did not fully understand the ...

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