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Questions tagged [investment-strategies]

Discussions about different investment strategies, and their different outcomes.

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1answer
40 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
123 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
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2answers
84 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
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1answer
49 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
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2answers
124 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
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2answers
104 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
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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
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4answers
109 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
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1answer
171 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
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1answer
163 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
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4answers
224 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
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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 ...
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3answers
79 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 ...
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2answers
82 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
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0answers
63 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
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4answers
317 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
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0answers
44 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
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0answers
19 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
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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
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8answers
236 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
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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
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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
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1answer
203 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
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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
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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 ...
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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
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1answer
96 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
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3answers
170 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) ...
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2answers
104 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
411 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 ...
7
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5answers
408 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
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3answers
152 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 ...
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2answers
276 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
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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
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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
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1answer
287 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
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3answers
261 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
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3answers
137 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
157 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
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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
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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
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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
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2answers
761 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 ...
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2answers
75 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
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3answers
323 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?
4
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4answers
374 views

How to invest with broker that will still be around in 40 years?

I am fairly young (late twenties), but would like in invest in an index fund or ETF. I will be investing around 700 Euros per month and plan to do so for the next 40 years or so. What happens if I ...
0
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1answer
54 views

How to ask investment for one saas product of many? [closed]

I have a company that will have many saas products under it . For now if I ask investment, do I have to offer equity of company just for that one product? Is there a way I can offer equity of just ...
2
votes
1answer
84 views

Roth IRA one year, Traditional IRA another. Sound strategy?

Much of what I've read in the decision between Roth Vs Traditional IRA (simplified) comes down to "depends on your tax situation now & at retirement." So my question is would it be a wise ...
9
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2answers
772 views

Savings advice for a 16 year old with £20,000 - convicing my parents that investing this into a property is a bad idea

My younger brother runs a small yet lucrative business in his free time. He has accumulated around £20k in a very short time. My mother wants him to put this money into buying a property, i.e: a ...