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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2answers
55 views

Find ending balance given return rate and amount added each year

If I have an investment that grows 10% per year, and every year I add an amount, is there a formula that can be used to find my ending balance after n years? The following demonstrates this: year 0: ...
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0answers
44 views

Do I have the correct thinking towards exchange rate?

So I know that every forex pair is specified as a base currency and a quote currency. So: 1) Is my understanding correct that if I'm going long EUR/USD I'm basically first BORROWING USD then selling ...
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1answer
26 views

Public filing of investment fund portfolios - US Funds

I follow several investment funds. For some European ones, I can go to the public authority and see their quarterly filings with a detailed composition of the portfolio. For the US, where could I ...
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1answer
152 views

Why is the same stock almost twice it’s value on a different exchange?

I have noticed that the value of AstraZeneca stocks on the European Xetra exchange is almost twice the value of its New York Stock exchange? How can this be?
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3answers
192 views

Spreading the risk: investing yearly, monthly, weekly

I was talking to our financial advisor recently and he mentioned we could earn some 2% more, on the long term, if we invest on a monthly basis rather than, say, when a yearly bonus arrives. It would ...
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0answers
31 views

How to understand whether a given ETF is a beta-smart ETF or not?

How to understand whether a given ETF is a beta-smart ETF or not?
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1answer
33 views

Is a company's book value included in its intrinsic value?

According to value investing, the general way to find the instrinsic value of a company, and therefore its stock, is to estimate its future cash earnings in perpetuity. However, this doesn't take ...
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1answer
99 views

How safe are those online brokers and what to look for?

I am relatively new to the investment world. I know enough about economics & finance and I have bought & sold government bonds through my bank before. I am moving to a new country (Germany) ...
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3answers
125 views

If you buy asset in one country that is 2/3 owned by an investor in another country, what currency do you pay in?

I'm in the US. I want to acquire a UK-registered firm that is 2/3 owned by foreign investors. The UK firm is private. What currency must I use to make the purchase? Where is it written that this is ...
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1answer
37 views

the impact of drop in oil prices on oil producing companies? [closed]

Oil exporting countries will have a negative impact with the decrease in oil prices while oil importing countries will benefit from it. What about oil producing companies?
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1answer
203 views

What percentage of my money should I invest?

I am looking to begin investing some of my money, as I have been fortunate enough thus far to be able to save a decent amount. My trouble is, I don't know how much of it I should invest. I have read a ...
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1answer
61 views

When would holding U.S. stocks in a non-registered account be better than in a TFSA?

Assume your RRSP is full, and you must buy U.S. stock in TFSA or in an unregistered [aka non-registered] account. The default answer seems to be TFSA! If you have an RRSP, a TFSA and a non-...
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1answer
141 views

How can Canadians recover U.S. withholding taxes on U.S. stock dividends?

I'm Canadian, but I like U.S. ETFs because there's more variety than Canadian ETFs. What means "recoverable" below? 100% fully refundable to me? How do I recover U.S. withholding taxes? ...
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25 views

Interpreting bank's calculation of interest: gross, net, and what the bank pays

I cannot understand how my bank calculates the interest. Here is what the system shows when I invest 175,000 pesos (it's small money in dollars): Investment instrument: PAYMENT AT MATURITY Investment ...
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1answer
51 views

Why the Ticker on InteractiveBrokers have totally different values that in Degiro?

I am trying to replicate my Degiro portfolio in InteractiveBrokers Produkt Symbol/ISIN Ticker Symbol Exchange Symbol ISHARES EUROPE IE00B1YZSC51 IMEU EAM ISHR PAC XJPN A ...
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2answers
111 views

Investing in shares of company one works for

My company gives us a discount of 15% when we buy its shares. Should I ignore that discount and invest in a range of companies to reduce my risk? Or should I invest major chunk of money in the company ...
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1answer
45 views

What are Spanish Compliant Bonds

I'm investigating about the 'Spanish Compliant Bonds', an investment product that is tax-friendly for Spanish tax residents. The most detailed report I have found about them is here. Still, I don't ...
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0answers
42 views

What are Americans living in the EU allowed to invest their money in e.g. stocks, ETFs, etc?

I am a US citizen living in Sweden and am completely confused and scared to invest my money due to all these complicated US tax rules which I don't even understand. I know that I am not allowed to ...
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2answers
121 views

I have the fact sheets of two ETFs, and a time machine. Which one should I invest in?

If I could go 10 years back in time with information I know now, and pick out an ETF to invest in with the goal of making the most profit, what are the key pieces of information from the funds fact ...
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2answers
71 views

Market Analysis Charts Using Gold as Currency (Y-Axis)? [closed]

I wish to analyze the historical value of individual assets in a wide range of asset groups; Commodities, Stocks, Bonds, Currencies, etc; in milligrams of Gold; using time as the x-axis and gold as ...
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1answer
15 views

Does the Trailing Return include Expense Ratio fee?

In Yahoo Finance, If I look at the 5-Year Trailing Return for an ETF - does it include the Expense Ratio fee?
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2answers
108 views

How to check an ETF's bid ask spread and volume

I have read that it's important to check the bid ask spread and the ETF volume to determine its liquidity. As a case of study, let's take the Vanguard S&P 500 ETF in the UK (VUSA). I have ...
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1answer
60 views

Calculating the price of oil

So I've seen a lot of questions about the oil crisis, but what I still didn't figure out is how the broker (providing you the ability to buy commodities) calculates their prices in respect to ...
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2answers
507 views

How to find the trading costs in an ETF prospectus

As a case of study, I'm reading information about Vanguard's VUSA. Currently, I'm trying to find out what are the ETF's trading costs. I have read the Key investor information and the ETF's ...
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3answers
309 views

Total beginner starting to invest in oil

I'm a total beginner in investing (I know very, very, very, very little). I did some investing in crypto but that's it. I want to start learning to invest and I want to start with investing in oil. I ...
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3answers
90 views

What happens when a company I have shares in invests in another company

If I own shares in a company. Let’s say Alphabet (Google) and they invest in another company say Tesla. How does that affect my holdings in Alphabet. For example if the Tesla share price goes up does ...
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1answer
140 views

When should you not invest into low cost ETFs in the long term?

It is common knowledge that if you are the "average investor" and are looking to invest money in the long term, you should invest into low-cost ETFs or mutual funds and hope to track the market, not ...
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1answer
57 views

Small business owner [closed]

Considering the current crude oil negative price situation, I do have available storage for roughly 50,000 barrels. Can be twice that much within a week. Am I in the ballpark of being someone (a small ...
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3answers
89 views

How to Compare Stock Exchanges?

Its not clear to me from a tax perspective (or other) which stock exchange I should buy from. For example; stock X may be available to buy on NDQ, FRA, or XET. What are the criteria for deciding from ...
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5answers
244 views

How to best make 100k EUR from 20k EUR within in 18 months [closed]

We will need around 100000 EUR by the end of 2021. We are willing to invest 20000 EUR. So how would we quintuple our funds within 18 months? We are aware that this is a high-risk undertaking and that ...
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2answers
38 views

Determining % based property appreciation

Let's say I bought a real estate for $500000 in the year 2020 and is forecasted to appreciate at a rate of 5% per annum. Given the full loan years of 30 years, at the end of 2045, the house price will ...
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1answer
115 views

Are re-invested dividends taxable in the UK?

Let's suppose that you invest in an accumulation ETF/mutual fund, whose automatically re-invest dividends. In such case, those dividends should not be taxable since you actually never receive them. ...
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1answer
452 views

Minimize risk of losing a lot of value for your savings during the corona crisis

Which investment possibilities are there for minimizing the risk that your cash savings (for simplicity let's say 100,000$) will severely lose value during the corona crisis? The focus is on avoiding ...
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1answer
67 views

401K Enrollment Benefits

I have enrolled in my 401K plan from 2016 onward. While looing into the investment portal, right now I am having only 68K but I contributed for 69K. Is it still worth in enrolling 401K? If I invested ...
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1answer
37 views

Trying to understand the investment 'fundamental returns' definition by John C Bogle (what is earnings growth?)

I have been reading a book written by John C Bogle. One of his quotes is: The reality is that the fundamental return, the dividend yield plus the earnings growth of companies I'm trying to ...
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1answer
51 views

What was Graham thinking of leverage? Is it in accordance with the defensive investor profile?

As I am saving money from my first time I want to follow the defensive investor profile Graham defined in the Intelligent investor with the objective of doubling the amount invested before withdrawing ...
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1answer
46 views

investment (trading) oursourcing

Where can I outsource my investment or trading? I'm asking this question because it takes time from me and I can use my time better in my own field. I know there are some things like mutual funds, but ...
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2answers
65 views

Can someone explain me the mechanism behind rolling future contracts and contango influence of my investment when buying a commodity ETF (like USO)?

Why is the return of an oil fund lower than the return on oil price? The contracts have to roll over at the end of the near expiration date. If it won't roll over then the contract oil barrels will be ...
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2answers
62 views

More selling volume but more aggresive buyer?

I was wondering something about supply and demand on a stock exchange. Suppose there is a higher selling volume than buying volume (1000 dollars vs 500 dollars). Normally the price should go down. But ...
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3answers
116 views

Noobie question about stocks [duplicate]

If almost everyone can earn money on stocks using good strategies. Why does a company shares profit or losses(or i do not know what the proper term is). What benefits company received? I came here ...
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1answer
76 views

Simple investing strategy for the EU

I have read in some books that a good investment strategy must be simple. Let's assume that this is true. In the case of USA, a simple strategy would be to invest in the S&P 500 or the Wilshire ...
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0answers
19 views

Net asset value (NAV) or Exchange price, which one should I care of?

I was presented to the concept of NAV recently: https://www.quora.com/What-is-the-difference-between-the-price-and-the-NAV-of-mutual-funds I see some investment tools use NAV value and other use ...
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1answer
72 views

Pros and cons of investing in the whole EU market as opposed to just one country

What are the pros and cons of investing in the EU as a whole (through EURO STOXX 50 for instance) as opposed to one particular developed european country (such as Germany, through DAX 30 for instance)?...
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1answer
26 views

Investing in a different european country

Is there any particular risk (other than the normal investment risk) in investing in an european country other than yours? (i.e. if you are French or Italian and you invest in the German stock market, ...
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12answers
4k views

How can I offset the risk of a market crash when making a retirement plan?

Most retirement plans in America today are built upon investment portfolios - whether it's a 401K or some other scheme similar to it, they're built upon the idea that stocks will, over time, increase ...
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0answers
24 views

Non Resident Turkish Investor Help

I am a new investor from Turkey. I consider myself lucky because of find this platform by chance at the beginning of my investment journey. Probably, you could enlighten my way about portfolio ...
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1answer
78 views

What are some good platforms & resources to start investing? [closed]

I've been interested in buying and selling stocks/shares for a while, but I don't know which platform to use. There seem to be various options, but it's hard to see which are run by legitimate ...
0
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1answer
30 views

How market regulations in different countries affect to the investment risk [closed]

There are some countries that have less market freedom than others (see Index of economic freedom by countries. Let's take into account only developed countries (USA, EU, UK, Australia etc.). Do ...
4
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1answer
50 views

Importance of the investment company when selecting funds

I'm trying to understand the importance of investment companies when selecting a mutual fund to invest in. I have read that you should always choose reputed investment companies, but there are quite ...
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2answers
88 views

Portfolio Historical Performance [closed]

Suppose I have a portfolio of ETFs and I want to calculate its performance over time in the past. Which metric/formulae suits it best? Which of the parameters will vary over time in this formulae? Do ...

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