Questions tagged [investment-strategies]
Discussions about different investment strategies, and their different outcomes.
270
questions
0
votes
1answer
82 views
Advice for an 18 year old about Investing?
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 ...
7
votes
2answers
2k 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 ...
1
vote
1answer
54 views
Clarification about the definition of 'defensive portfolio' in the book 'The Intelligent Investor'
The book 'The Intelligent Investor' defines 'defensive portfolio' as one that holds, at least, 50% of bonds and 50% of stocks, being it more defensive as the proportion of bonds increases.
However, (...
-1
votes
0answers
28 views
Bank Investment Data in USA
Is data on investment practices of banks publicly available? If so, how can it be accessed? If not, are there any strategies to determine how a bank invests it's money?
0
votes
4answers
200 views
Are there companies who you can invest in that invest for you?
I'm wondering about if this sort of thing exists, the idea is that you invest in a company to do investing for you, they check the market, talk to investors about smart choices etc for a small cut of ...
1
vote
3answers
102 views
What are some long term and low risk investment options for someone closer to retirement?
I started late. I’m 50 and have about $200k in savings, no debt and a small mortgage with $200k/year in salary. I have $300k in 401k.
I’d like to put that $200k somewhere other than the bank. I don't ...
0
votes
1answer
37 views
Is there a UK investment brokerage allowing purchase of fractional shares / dividend reinvestment with low fees? [closed]
I am a UK resident looking for a stocks and shares brokerage for long-term value-investing.
I am currently working with limited money for investing so am saving until I can buy complete stocks using ...
1
vote
2answers
91 views
Long-term Returns on International Currency
Some investors, when forecasting a localized (to the relative nation or source of currency) economic downturn or currency devaluation, choose to invest in foreign currency. I have seen portfolios that ...
21
votes
13answers
8k views
Trading stock more quickly vs. holding it
coming from the ETF-world I seem to be getting the advice: buy a solid stock like $AAPL or $AMZN and hold it for years to come. In the case of Apple you at least get dividends. But they alone are not ...
-1
votes
1answer
85 views
Intelligent strategy for facing the commercial war (USA, China, maybe EU) and the subsequent predicted recessions [closed]
The international monetary found has stated that there is going to be a recession in the 90% of the countries as a result of the commercial war between USA and China, and the Brexit. It seems that the ...
34
votes
8answers
14k views
Realistically, how much do you need to start investing?
I don't have a lump sum but may be able to set aside £2k-3k per month.
I am already paying into a pension fund but that seems unlikely to go far. Yet I think it's a good safeguard.
Can I start ...
61
votes
10answers
19k views
Why does it seem the best way to make a living is to invest in real estate?
I can't get past the idea that, if you work well in your job, you may get laid off or fired, and companies do not like to hire you when you get past the age 45 or 50. But if you invest in some houses ...
3
votes
3answers
89 views
How to work out acceptable amount of margin loan?
I want to make a better return on my investments. One option is to get a margin loan, borrowing money to buy shares. If the price goes up, I'll multiply the gains. The downside of a margin loan is ...
0
votes
2answers
173 views
Where do I find learning resources for small accounts (under 25k) to do stock trading? [closed]
As a newbie in the stock market I don't know what I don't know. I am looking to understand the fundamentals and pragmatic rules to successfully engage into stock trading.
A correct response will be ...
3
votes
1answer
78 views
Can capital gains from shorting a stock ever be taxed as “long term?”
Is there ever a situation where the capital appreciation from shorting a stock would be considered long term?
My understanding is that the "holding period" for the stock is the length of time the ...
1
vote
4answers
453 views
How to save money on bathroom overheads?
This question got me thinking, I spend around $3 per week on toilet paper for the bathroom.
If I could half that, I could save ((3*52) *60 years of life left) = $9,360 over the rest of the course of ...
0
votes
0answers
14 views
Leveraged buyout (LBO) valuation: multiples
When you build a LBO analysis, you have entry multiple (maybe work back from your required IRR) and exit multiple that are usually based on EBITDA.
Do you always choose EBITDA? What about other ...
0
votes
1answer
112 views
Doesn't current issues - Brexit, trade war, rate reductions, etc. - make it now a good opportunity to invest in the stock market? [closed]
I'm a long term (15y+), mostly passive investor.
I find the current situation of the financial market somewhat absurd, especially the fear of a recession that seems a self-fulfilling prophecy.
...
0
votes
1answer
57 views
Which option to invest savings on home ownership? [closed]
I have savings of ksh 1m to invest in a residential plot(1/8th of an acre) - not built - in the suburbs of Nairobi city - say 30km from the city (Kitegela). the plots cost from 2m-3m, is this a good ...
0
votes
1answer
124 views
Asset class with highest long term return
I have heard, as a loose rule, assets classes which have low volatility, generally, have low returns.
Good to hold on to close to retirement time.
Conversely asset classes which have higher ...
7
votes
3answers
3k views
Is my investment strategy a form of fundamental indexing?
I have a peculiar investment strategy for building up my portfolio. I invest in
companies that produce what I need.
To illustrate my investment strategy, it works in the following manner:
I identify ...
5
votes
3answers
335 views
On the strategic interest of giving long lasting stock orders
What is the interest of any buyer (or seller) of shares to give a long-lasting buy (or sell) order?
I will give an example. Let's say I own shares, currently priced at $10, of a pharmaceutical ...
0
votes
1answer
75 views
Is there a way to extract the strategy of someone shared his mt4 statement?
I recently found out that Tickmill (a forex broker) hosted competitions on their website. What is great about that is that successful traders shared their account statements and how/when they placed ...
0
votes
3answers
298 views
All my investments goes through the same financial firm. Is that a bad idea?
In the past year, I invested $1k per week in a diversified portfolio through a financial firm. The money belongs to my incorporation. My goal is to invest as much as possible and never use it, ...
2
votes
2answers
175 views
Protecting onself from steep losses with a stop-limit sell order
I would like to get some feedback if there are any obvious flaws with this strategy of limiting my losses when there's a steep drop in stock price due to negative report after hours.
Suppose I own ...
6
votes
3answers
229 views
Jazz Musician/Software developer seeking investment strategies
I'm a jazz musician from Argentina, and, as you may already know, music hardly pays the bills. At the moment I'm working as a part-time software developer (something I've learned by myself in my spare ...
1
vote
2answers
95 views
Trailing Stop Order - how often do they get executed due to an error?
I've just submitted a trailing stop order. In the order preview a warning icon popped out: "...your order can be executed due to a system outage or accidental miscalculated ticks..."
How often does ...
3
votes
1answer
182 views
Investments that provides cash flow
We have just sold our house and moved into an apartment. This means that we a large sum of cash on hand that it just sitting in our savings account. Roughly 150k. We are therefore looking for ...
1
vote
3answers
376 views
Best strategy to invest in mutual funds with this scenario?
Edit: This question is about investing in mutual funds in India by a resident of India.
I have been working for the past 7 years. I have most of my savings in fixed deposits (60%) and stocks (40%).
...
5
votes
1answer
370 views
pros and cons of HSA in Investment account
I have my HSA that is currently in savings or checking account. The Insurance company provides option to keep the money in Investment account.
What are the pros and cons of parking HSA fund in ...
1
vote
1answer
184 views
Paying the rent with profit of private investment company: What what would be the best construct?
My partner and I have rented a home in a small village and would like to stay there for many decades to come. However, I feel uncomfortable being a tenant. So, we have saved enough money to buy a ...
3
votes
4answers
465 views
Does it make sense to invest in real-estate if you do not have any heir to your investments?
We are an expat couple (< 30 years old) currently living in Germany. We are wondering about the long term benefits of investing in real estate when we do not have a plan to have children of our own ...
1
vote
2answers
227 views
I have some savings want to invest in index fund but worried about recession in 2019/2020
I have a dilemma. Should I go all in and invest my savings in Vanguard indexes such as VTSAX? Or should I play it safe and wait for a recession? The market recovered from the December 2018 drop so ...
0
votes
1answer
58 views
What are the dates that the yield curve inverted?
For the purpose of investing, I've been reading about the yield curve inversion and what it might mean about the economy.
Unfortunately, all articles that I was able to find by searching on Google ...
2
votes
1answer
70 views
Can I invest using the All Weather Portfolio strategy buying US stocks but on the London Stock Exchange?
I really like Ray Dalio’s ‘All Weather Portfolio strategy’ and I would like to follow this, but I’m struggling to find relatable USA ETF’s that I can buy into on the LSE.
Even if I did manage to find ...
0
votes
3answers
92 views
Averaging down strategy
I'm a beginner retail trader, and I'm trying to come up with a strategy to follow.
I know that there is no silver bullet, and I'm ok to exit a trade losing money.
I'll only invest in good companies ...
3
votes
1answer
142 views
How to select ETFs on to invest on?
In the last couple of years I have been trying to educate myself in what concerns finance. I have put some money on some financial products (shares and ETFs) but I feel like I am playing the roulette ...
1
vote
2answers
129 views
Risk management strategies for ETF portfolio
I have an ETF portfolio (MSCI World, Euro Stoxx 600) and I'm following a "buy and hold" strategy.
But I would also like to learn more about risk management strategies. More precisely, I'd like to ...
2
votes
2answers
575 views
Downside of having multiple brokerage accounts?
I have around 4-5 long term objectives, that I would like to invest towards separately. I was planning on opening a separate brokerage account for each objective. The benefit would be that each ...
2
votes
2answers
141 views
Managing investments for multiple goals
I have been investing towards multiple goals, like Retirement, House, Car, Vacation etc. So I make monthly deposits against each of these goals. But I have a single fidelity account for investing, so ...
0
votes
1answer
62 views
What are some good investment options for a foreigner in France who doesn't have a permanent residence permit or a French citizenship? [closed]
I'm a non EU citizen living in France, with a work permit valid until December 2021. I don't have permanent residence permit yet, but will apply for it soon with a year or two. So I was wondering what ...
1
vote
2answers
142 views
money investment [closed]
I am trying to invest money because I have around 3218.45 USD which I could invest, and start generating money. I am out of ideas in how can I invest the money to start generating money from my money
...
3
votes
2answers
3k views
Is it worth it to invest on a VUL?
I've been offered a Variable Universal life insurance and i'm not sure if im making the right choice by investing on this. I was told that by 7 years of investing, i can "withdraw" my money back and ...
8
votes
2answers
2k views
Savings Accounts for Future Child Expenses
If I were looking to have a kid in the next 3-6 years, what (if any) tax-advantaged plans exist to help saving for future, related expenses?
To be more specific, there are numerous types of savings ...
0
votes
4answers
180 views
Investment vs Income Tax
For a private employee in India, with an income of INR 6.5 lacs per annum, to minimize IT under 80C, which investment is most beneficial?
1
vote
1answer
183 views
The “Permanent Portfolio” content
I am considering the idea of "Harry Browne's permanent portfolio". I seen a few versions of this strategy where the different parts consists of managned funds which in turn have some costs associated ...
1
vote
1answer
221 views
On a statement of Harry Browne [closed]
I am reading a book on an investment strategy proposed by Harry Browne (1999, Fail-Safe Investing: Lifelong Financial Security in 30 minutes, pp. 39–40) known as the "permanent portfolio". He makes ...
2
votes
4answers
256 views
Buying the dip & Staying invested — how do you follow both at the same time?
Two pieces of advice I read most often in regards to stock market investments are:
Stay invested in the market -- time in market is more valuable than timing the market.
Buy the dip -- if the market ...
4
votes
4answers
4k views
Scenarios for a 25 yo finishing a PhD staying in Academia, but hope to invest her $100 K USD [duplicate]
Suppose 1: I am a 25 year old just about to finishing my PhD in pure mathematics, and have saved about $100 K USD so far in my life. I have saved all $100 K USD in an American Bank (actually Bank of ...
1
vote
3answers
84 views
Can I make financial/investment decisions just by comparing percentages?
I see a lot of investment and personal finance resources that propose scenarios like the following: if you have a loan for a house with a 5% interest rate and additional income after the minimum ...
