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Questions tagged [investment-strategies]

Discussions about different investment strategies, and their different outcomes.

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What date in a tax year to invest in an ISA?

There is a well known result that if you have to choose the best option from a set of randomly distributed options then you should sample the first 37% of them, then from the remaining 63% select the ...
John Rennie's user avatar
1 vote
2 answers
105 views

How to handle an account that lost value after inheritance? (USA)

The exact amounts aren't important, so I'll just invent some for the example. My wife’s mother put $50,000 into a mortgage sharing fund¹ from which she received a proportional share of the interest.  ...
WGroleau's user avatar
  • 1,031
0 votes
2 answers
295 views

Suggestion to recover from a bad naked call

I sold a Jan 2026 CRWD $140 Call, and now the price skyrocket to 235 (I know, bad move) How do one usually get out of this situation? Many thanks.
S7. 2021's user avatar
0 votes
1 answer
46 views

References/terms to search for regarding financial instrument universe selection

When attempting to profit off of the market in one way or another, an entity, be it a fund, individual investor, institution, etc., must first decide on what actual financial instruments are to be ...
QMath's user avatar
  • 103
-3 votes
1 answer
522 views

Can a 2 million dollar perpetuity sustain 100k/month

Based on a 2 million dollar donation, Is there a perpetuity that would be self sustaining to keep a small individual long term care residential house afloat? Or what would be another option given the ...
Abigail 's user avatar
0 votes
2 answers
154 views

Comprehensive Investment Strategies: Does Going Beyond S&P 500 ETFs Pay Off?

I am intrigued by investment strategies beyond S&P 500 ETFs. How significant is the impact of elements such as international stock ETFs, bond ETFs, real estate ETFs, commodity ETFs, or additional ...
S. G.'s user avatar
  • 3
0 votes
2 answers
175 views

What kind of investment strategies are typically employed when investing at the industry level?

I know economic sectors such as industries represented by SIC codes or GiCS codes are often covered in depth by analysts and some specialize at the industry level rather than stock level. At least ...
user9875321__'s user avatar
1 vote
3 answers
163 views

How would you balance this scenario?

I have two jobs, one is in the private sector (access to 401k) and one is in the public sector academia (access to 401b/453b) and my wife has a private sector job (access to 401k) and both of us of ...
GµårÐïåñ's user avatar
3 votes
4 answers
531 views

When is the stock market a good idea?

I'm your average person. I have an education, with 2 years of college in an area unrelated to finance. I have a 401k, and a disposable income. I'd like to invest some of this income. There are many ...
tuskiomi's user avatar
  • 145
1 vote
1 answer
134 views

betting on rates going down using bonds

There is a strategy that I am thinking of and would love to know about downsides: people buy/sell bonds to have a guaranteed return if held to maturity. But they also buy to take a directional view on ...
Medan's user avatar
  • 553
25 votes
6 answers
9k views

Should I sell mutual funds that are performing well or poorly first?

I have roughly equal investments across 4 different high-risk "growth" mutual funds -- let's just assume that other than all being high risk, they're fairly well diversified. Two of the ...
user85461's user avatar
  • 353
-4 votes
1 answer
184 views

What is the acronym for investments that only billionaires can make?

Some time ago I read that when a product had high profitability possibilities, investments were opened exclusively to billionaires and any millionaire, no matter how much they met the required amount, ...
Willy's user avatar
  • 99
1 vote
2 answers
301 views

Investing on someone’s behalf UK

If I wanted to invest on my friends behalf for a percentage commission to them, do I need a license to do this? Is it as simple as registering with someone if this is the case?
Adam Pollock's user avatar
4 votes
1 answer
1k views

How should I aggressively invest in ETFs with the goal of early retirement?

I'm 27 years old and trying to get my finances in order. I am very new to investing. I have around 50k in the stock market (mainly VOO, VTI, QQQ) but it wasn't done with any intelligence. I mainly ...
john morrison's user avatar
-1 votes
1 answer
60 views

Buying stocks after a successful but excessively diluting seasoned offering

I regularly see companies offering seasoned equity with a subscription right and whose capital increase is successful but whose stock still dips a few days after below the rate of the subscription ...
Johan's user avatar
  • 101
1 vote
0 answers
52 views

CAD-denominated investments from the US [closed]

I am a Canadian resident in the US who is not a resident/tax resident of Canada. I find myself sitting on some excess CAD. I would like to invest it into a CAD-denominated asset instead of converting ...
dshkol's user avatar
  • 111
1 vote
0 answers
84 views

Do I need a green card if I want to find an investor for my startup? [closed]

Should I either wait until I get my Green Card( maybe 6 months) or can I reach to investors with my EAD card if I have a complete mobile application ready to launch + a business plan for that? PS: I ...
user3486308's user avatar
0 votes
1 answer
205 views

How to 'recession-proof' a 401k (least risky investments)?

A 401k can have risky and less risky investments. What are recommended as the least risky investments within a 401k within the USA?? Presently most of the 401k is in conservative funds (PHYZX, MWTIX). ...
Parkaboy's user avatar
  • 109
2 votes
3 answers
169 views

What is the way to get money managed without hiring a personal financial advisor?

What is the way to get money managed without hiring a personal financial advisor? I do not think I need any personalized approach, I'd rather have a target retirement date and I would like to get ...
Medan's user avatar
  • 553
1 vote
0 answers
42 views

Why Dividend Yield differs for the same company on different birga?

Why European tickers of American dividends stocks has not dividend yield? Does it mean that for dividend strategy I should buy on US birgas, not on local European ones? Will it affect my taxes? For ...
Eugene Kaurov's user avatar
-2 votes
1 answer
95 views

Do investors have any copyrights on the application they invest on? [closed]

Considering I am the founder of Instagram, it means I have written 100% of the application code by myself, then found an investor and they put some money into the startup and got 30% of the new ...
best_of_man's user avatar
0 votes
1 answer
121 views

Is there a way to download the stock values of companies? [closed]

Recently, my bank approached me with an offer for an investment fund, its basket containing about thirty stocks. I wanted to know about the evolution of those stocks, so I tried looking for "...
Dominique's user avatar
  • 111
0 votes
1 answer
86 views

Is it better to invest on safe asset as one gets older?

I heard that as one gets older, one should invest more in safe assets such as bank accounts. I would like to know the rationale for this recommendation. For example, this Investopedia webpage ...
user67275's user avatar
  • 163
0 votes
1 answer
112 views

Is artificial intelligence investment more useful than human decision? [closed]

Many securities companies are promoting AI-powered investment products. That is, artificial intelligence determines the proportion of products that they put their money on. I wonder whether these ...
user67275's user avatar
  • 163
2 votes
0 answers
63 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
  • 129
1 vote
0 answers
97 views

Should I invest in US bond ETF as a US Non-resident Alien? If so, how should I manage the bond portfolio?

I’m currently investing in US market using IBKR with 70% index ETF (QQQ, VOO, etc.) and 30% bond ETF split (only BND at the moment). I’ve done this for two years I’m aware that a 30% withholding tax ...
Royyyyy1's user avatar
1 vote
2 answers
596 views

If I can continuously get short-term interest free personal loans with no fee, is there a way that I can use this money to generate more money?

I can get a $120 interest-free loan each day, but I need to return the money in 30 days (when my credit card bill is due). There is no fee I need to pay; instead, I can get small cashback from this ...
Zuriel's user avatar
  • 1,571
8 votes
4 answers
3k views

Is there a way to make trades similar/identical to a university endowment manager to copy them?

The assumption is that user has little time to do research and is willing to copy another investor. Are any of the endowment funds publicly disclosing their trades?
userMai's user avatar
  • 89
1 vote
2 answers
454 views

What is the best getting investment strategy? [closed]

Consider a person wants to create a giant company as big as Airbnb, Netflix, Coinbase, etc. And he has an idea that investors will love it. This person also knows the computer programming and can ...
GoodMan's user avatar
  • 140
-4 votes
1 answer
108 views

How much may a 30x increase in SpaceX revenue increase SpaceX stock value? [closed]

I know there is no exact answer to this, but I wonder if one of you readers with experience or education in these sorts financial things could depict what a reasonable outcome could be for SpaceX ...
trusktr's user avatar
  • 155
0 votes
0 answers
108 views

Spending Money Before Taxes

So I had a query and was wondering if you could help me out. I was about to get a substantial sum of money from somewhere which would definitely be taxed by authorities however I would rather invest ...
Optimistic Investor's user avatar
6 votes
5 answers
1k views

Do High Interest Savings Account (HISA) have an associated risk?

I have been chatting with a friend who asserts that all investments have an associated risk. In reference to this I suggested a High Interest Savings Account, claiming it has no risk. My friend ...
akozi's user avatar
  • 243
0 votes
1 answer
254 views

Why are index funds not always the optimal strategy for investing?

I heard a claim that it is always the best strategy to invest money to the index fund. Why is the mistake in that sentence? Because I don't understand why there are investment advisers if we already ...
quest's user avatar
  • 3
0 votes
3 answers
127 views

Enter and Exit strategies to grow profit [duplicate]

The scenario is that a trader wants to trade just one stock through swing trading and take the profit. For example, the trader bought 50 shares of XYZ for the price $5. The stock went up to $7. He ...
wonderful world's user avatar
2 votes
1 answer
174 views

I cannot calculate this because I don't have the discount rate

What is the NPV of the following investment? Upfront, it requires an investment of 1598. Then, it generates a cash flow of 774 after one year, 659 after two years, and 623 after three years. After ...
Mady's user avatar
  • 21
0 votes
5 answers
166 views

How to use short selling to safeguard or protect an investment?

I came across the following question: Kumar has 100 shares of ABC Co. which he bought at $ 50. The current market price is $ 140. Illustrate how Kumar using short selling can safeguard or protect his ...
S. Tiss's user avatar
  • 11
6 votes
4 answers
572 views

Financial pros and cons of having a rainy day fund in a savings account versus invested?

I used to have about 4 months of expenses in a savings account as a "rainy day fund" in case of emergencies. The last year or so, though, I've switched to having a minimum of expenses (about ...
canary_in_the_data_mine's user avatar
0 votes
2 answers
143 views

Is the return rate equal to the discount rate if I buy a stock at its intrinsic value?

I know many value investors emphasized that we need to buy a stock with margin of safety since our estimation for intrinsic value is not precise. By this way, we can lose less when our estimation is ...
Equity_Rookie's user avatar
0 votes
1 answer
108 views

How can I invest or save savings bonds as they mature over 17 years?

I have a relatively large number of Series EE and Series I savings bonds that were given to me as gifts as a child to help pay for college. Fortunately, I did not need to use them and so now they are ...
Jack's user avatar
  • 303
-5 votes
1 answer
341 views

How to prepare for a war [closed]

I understand that the value of investments in debt, equity, paper currency, bonds, and in physical properties all go down if the country gets into a major war. What is the best strategy to be prepared ...
wor-ried's user avatar
1 vote
2 answers
142 views

How to manage money with no expenses [closed]

Suppose a person has $165K in his checking account and has no expenses (e.g living with parents, home cooked meals, etc.). What would be the best way to distribute/use this money? Should some of it be ...
noexpenseguy3478's user avatar
15 votes
4 answers
7k views

Is it a good idea to make one additional monthly payment to a mortgage?

This is an oversimplified scenario (the numbers, dates and interest rate may not be accurate as I am only asking about the strategy): I have a mortgage with a monthly payment of $1,000 and it is due ...
Zuriel's user avatar
  • 1,571
25 votes
10 answers
12k views

Why doesn't common investment advice include the idea of pulling out of the market during downturns?

The most common advice goes somewhat as follows: Every month, save as much money as possible after paying down your high interest bills Put that money into an index fund Reinvest dividends Enjoy your ...
JonathanReez's user avatar
  • 5,862
0 votes
2 answers
879 views

Better to withdraw from 401k or take out home equity loan for investment opportunity?

There is a fast-approaching investment opportunity (January) that I very strongly believe will have significant short-term (2x - 5x within a matter of months) and long term returns. I need ...
jbyrd's user avatar
  • 103
0 votes
0 answers
66 views

Difference in de facto currency exposure

Suppose my main currency is SEK and that I want exposure to EM MSCI. Then I could A) buy a Swedish passive fund in SEK that is exposed to EM MSCI or B) Exchange my SEK for EUR or Dollars and then buy ...
user123124's user avatar
  • 1,085
2 votes
1 answer
238 views

How to Calculate Return of Multi Positional Trading Strategy

i have a trading strategy that buy multiple stocks in same time and sell another time. I want to calculate return of this strategy. Below table shows my positions that opened and closed. From above to ...
FCTURKEY's user avatar
0 votes
1 answer
122 views

Should I switch my investment from one mutual fund to other? What should be the mathematics behind it?

Take an example of two mutual funds: A and B. For simplicity, following are assumptions: Both funds always perform exactly same (same fall or same growth depending the direction of market). Let us ...
Aastik's user avatar
  • 727
1 vote
6 answers
229 views

Can buying mutual funds that performed best in the past 10 years work?

It seems one method to invest, without using much brain power, is to say, at the beginning of each month, if we have $500 to invest, then just look at the list of the best performing mutual funds over ...
Stefanie Gauss's user avatar
4 votes
0 answers
306 views

What do VCs or angel investors really do for their invested businesses? [closed]

I have seen angel investors / venture capitalists on shows like 'Shark Tank' who make claims about how they will benefit the businesses the invest in, more than just that investment. They make claims ...
user avatar
12 votes
3 answers
4k views

Is it possible to protect against investors stealing business ideas?

Think person A has a great software business idea. He also knows software programming and converts his idea to a mobile application. Then he needs to raise some money to launch the application, do ...
user avatar

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