Questions tagged [investment-strategies]
Discussions about different investment strategies, and their different outcomes.
0
votes
1answer
36 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
59 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
61 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
115 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
109 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
146 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
86 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
50 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
126 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
...
2
votes
2answers
189 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
151 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
173 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
164 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
230 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
3k 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
80 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 ...
-2
votes
2answers
90 views
Investments for Higher Expected Returns
In general, investments carrying more risk and volatility provide higher expected returns than those with lower risk and volatility. A 1-year T-note will provide a guaranteed return of 2.6%, slightly ...
1
vote
0answers
66 views
Optimisation of a Trading Strategy (Walk Forward Analysis)
To the pro traders:
What do you do when the past two years of a WFA (10-15 year period) had an increasing loss (2017 = -4%, 2018 = -8%) while the other years were profitable?
Do you modify the ...
4
votes
4answers
328 views
Where should a young person living in Switzerland invest their money? [closed]
I am an 18 years old student living in Switzerland, doing my apprenticeship as a software developer. In the last few years I saved around 10'000 francs and instead of buying a car I thought to invest ...
1
vote
0answers
45 views
Arbitrage on Libor rate and Swap rate
I must be wrong here, but still want to know where I am wrong. I found the data of Libor rate and swap rate from this link:
http://www.interestrateswapstoday.com/libor-rates.html
At the time, I read
...
0
votes
0answers
22 views
How do I choose between a sponsored or unsponsored ADR?
I understand the difference between the two, but in which cases would I choose sponsored over unsponsored, and vice versa? I guess a pros/cons analysis is what I'm looking for here.
For example, ...
3
votes
2answers
193 views
Does 529 help with no intention to attend college?
QUESTION:
Is it better to make a long-term investment in a 529 account or a post-tax account? Assume the terminal use of funds is not a qualified expense.
What is the right way to do this analysis? ...
2
votes
8answers
240 views
Does ROE project future returns?
Let's say I have $10,000 to invest and I want to invest all of that money in Apple Inc. (AAPL).
Just for the sake of argument, looking at Apple's ROE for as far as 2008, I realize it almost never ...
18
votes
4answers
7k views
What investment strategy is currently being hawked on FM radio commercials?
I've heard similar radio commercials in multiple states now. A guy says he can teach you how to invest where you'll "get the full return in the good years, but be protected from crashes" (paraphrased)....
0
votes
1answer
145 views
Is it a good idea for a 21 year old engineer (or similar) with some lump sum of money and good income to invest? [duplicate]
I am fresh out of university and landed a good graduate job with a decent acceptance bonus. I would like to start investing and not lose any time in doing so, however, it can be intimidating to not ...
1
vote
1answer
204 views
Is investing getting harder?
I've often heard that to make irregular rates of return in the markets, one has to accomplish two things:
1) Bet against the consensus.
2) Be right.
This makes sense - roughly speaking. Given that ...
3
votes
2answers
210 views
How to invest in art? [closed]
What are the ways people can/do people invest in art?
Or what strategies are there?
In company investment, off the top of my head, you can:
Invest in index/managed funds
Invest in start ups/rising ...
2
votes
2answers
238 views
Waiting to buy the right property: where should I put my money in the interim?
I sold my property and I have moved back to the UK where I plan to buy property in London. The market is currently declining due to uncertainty caused by the Brexit negotiations. I have decided ...
0
votes
2answers
97 views
Profit from a decline in a sector
I know that put options are "safest" bet when anticipating a stock to decline.
But what of a sector, say energy, to decline over a long period of time (> 1 year). Are there additional options ...
0
votes
1answer
100 views
Portugal's stock market vs France's stock market [closed]
I am 23 years old and I'm just diving in to the world of investing in stocks and funds. I wonder if it would be worthwhile to invest in French stocks.
My father has invested for about 15 years and ...
2
votes
3answers
173 views
Is is good/bad to invest in too many mutual funds at a time?
I am currently investing in 12 mutual funds. 10 out of them are through SIP. Just to make it clear, SIP (Systematic Investment Plan) means buying units of mutual fund each month (or quarterly/yearly) ...
1
vote
2answers
105 views
Do mutual funds book profit?
While directly trading in equity i.e. bypassing mutual fund, a common strategy is to book a profit when market is up and accumulate when market is down.
Mutual funds buy and sell in bulk. But, does ...
2
votes
3answers
418 views
Vegan hedge (shorting non-vegan, long vegan)
Edited in response to comments.
How could I isolate a bet on veganism?
(Assume that most of my wealth is already invested passively in diversified index funds and that for alpha with a different ...
8
votes
5answers
413 views
What strategy to use if I want to sell a stock, and have a lot of time
Let's say I have some securities (stock/bond/index/etc..) that I want to sell in the near future, but it's not urgent to me, and I can wait for a few weeks if it will help me to maximize the profit.
...
1
vote
3answers
153 views
Profit reached faster then expected, what are good sell / hold heuristics?
End of January I got my feet wet into a position and added to that same positions after noticing it was doing well 3 months after.
8 months into holding the value went up by 40%+ (no major news ...
-2
votes
2answers
283 views
Day trade one stock per day during one week
I was thinking in ways to make money by trading stocks and one strategy I am considering to test is the following:
Every week select one stock based on some type of analysis and trade it daily, ...
1
vote
1answer
143 views
Why is investing in China higher risk than Europe?
This is a fund of Asian tech companies mostly in China.
https://select.bestinvest.co.uk/fund-factsheets/fidinemp/fidelity-index-emerging-markets-p/inc#Portfolio
and this is a mix of EU investments
...
2
votes
0answers
60 views
How can I figure what fraction of college savings should be in my name vs. my child's name?
I am saving for kids' college expenses and heard (somewhere?) that one's expected contribution for college will be calculated at 100% of the child's assets and 7% of the parents' assets. (I believe it ...
1
vote
1answer
297 views
Investment strategies for an 17/18 year old
Background:
I am 17 years old, finishing school and turning 18 in 3/4 years. I'm planning on going to college/university directly after school.
I have a private Giro with ~1000€ (0.2% interest) and a ...
1
vote
3answers
277 views
Can a non-profit company make profit? [closed]
My cousin suggested a startup idea to me, I suggested that he could make it a non-profit since it fits all the requirements of an non-profit company and it would be much easier for him to get ...
1
vote
3answers
139 views
Partial investment in a home
Are there well defined ways to purchase stock in a home rather than taking a loan our on the home?
For example, imagine I wish to own a home, rather than taking a loan, I find person or business A ...
1
vote
1answer
158 views
safe investment for elderly
I'm helping with choosing investments for an elderly person. They just want to park their money and not be in the market, so something relatively safe for somebody in their nineties. They aren't ...
4
votes
7answers
6k views
When stock falls, wait until it rises for not losing money?
If you buy some stocks and the market prices plummet, does it make any sense to hold the stocks just to see if it goes up again, so you don't lose money?
The only advantage I can think of is ...
31
votes
3answers
8k views
Would compound interest work better if all my accounts were combined into one?
My wife and I currently have three retirement accounts from different jobs. The only one currently getting paid into is my TSP account. Would we realize better gains if we combined the other two ...
0
votes
1answer
128 views
Borrowing money from 401k to put into another vehicle
About 15-20 years ago (so late 90s-ish), I had some extra money (a few thousand US dollars) that I was considering putting into a short term investment to at least keep pace with inflation. Something ...
1
vote
1answer
124 views
Home Loan Saver Account
Which one will be better to clear off the home loan ASAP :
Paying monthly extra pre-payment
Putting pre-payment amount in an Home-loan-saver-account
Putting pre-payment amount in SIP/Mutual Fund for ...
4
votes
2answers
784 views
What happens if everyone buys S&P 500 index funds? [closed]
This question came up after reading the question Why isn't everybody rich?, which asks why so many people aren't "rich" when there's such a simple strategy to get there (cut spendings and invest ...
1
vote
2answers
94 views
Is this mixed annuity (part savings and part mutual fund) legitimate?
I heard about a type of annuity where some money is invested (I believe into the S&P 500) and other money is put into something like a CD. The contributor controls how much goes into the mutual ...
1
vote
3answers
327 views
What's a reasonable expected profit on day trading with usd 50,000 initial outlay? [closed]
How much profit can I expect in the Indian day trading market with initial outlay of USD 50,000 to be considered as a moderately successful day trader?
