Questions tagged [investment-strategies]
Discussions about different investment strategies, and their different outcomes.
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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 ...
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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 ...
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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 ...
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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 ...
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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).
...
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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 ...
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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 ...
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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 ...
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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 "...
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How to calculate combined win rate of two strategies?
Let's say I have two strategies with different win rates and expectancy, how would I calculate combined win rate without actually calculating each result (only use win rate and expectancy)?
Example ...
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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 ...
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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 ...
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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 ~ ...
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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 ...
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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 ...
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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?
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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 ...
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Following the best value investors and modeling them [duplicate]
For a while, I've been thinking that a good stock market investment strategy is probably to follow the investments of the biggest investors (e.g. Mohnish Pabrai, Li Lu, Seth Klarman, Bill Akman, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
user109157
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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 ...
user109157
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How trustworthy are the strategies in “What works on Wall Street”?
I’m studying up on the book What Works on Wall Street for equity investments strategies.
While the book is very insightful, essentially it seems to be a system of filtering (say by market cap or price ...
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If I buy a property that has a home on it and subdivide the land and sell off the home for less than I bought it for, is that a capital loss?
I want to buy a home that sits on 1 acre for $1m (in the USA). I want to subdivide the land into two pieces and keep the new 0.5 acre parcel to build a home on for me. I have no interest in keeping ...
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Is it better to put money in stocks, bonds, and CDs than to buy a house? [closed]
Do all of these things either alone or together outpace the increase in value of a house?
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SMA2 High Low Strategy
I wonder if there is any strategy to buy and sell stocks based on the SMA (Low) and SMA (High) of two days. I have noticed that the greater range price remains between the low of the previous day and ...
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How many accounts do I need to trade Stocks. Future contracts, Cryptocurrencies, Forex, Etc.?
I am a new comer in the US and I want to start my investment here. But the first question is how many brokerage accounts do I need if I want to do and manage the investment on all of the markets? In ...
user109157
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I want to learn all about money, business models so that I can reshape my future startup into global tech giant? [closed]
I'm currently 17 years old. I have a very brilliant idea of doing some startup in the future and I do believe I can really take it to a global level. But most often than not what I see in the world is ...
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Derive Initial investment based on Compounded returns
I know the investment instruments, their average yearly returns, the duration of investment and the target corpus. Based on the target corpus and the average returns, I want to reverse engineer and ...
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Backtesting: how to separate the predictive power of a trading strategy from the market trend
I noticed that some traders use backtesting to evaluate their trading strategies. What I don't understand is: how do they separate the predictive power of their trading strategy from the general ...
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Is there a threshold (in effort, or capital) beyond which it makes sense to be an active investor?
According to Benjamin Graham's The Intelligent Investor one could define an aggressive investor in accordance with the following line (not a verbatim extract from the book):
The difference between a ...
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Comparison of expected returns from index funds and single shares
I shall start by saying I know little about markets, investing or gambling, but I do know a little bit about probability. This question is prompted by comments to this question, such as "As a ...
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Is backtesting only for disproving trading strategies rather than "proving" them?
I sometimes read articles where author X presents a new trading strategy, and then shows backtest results to "prove" that the trading strategy was more profitable than some chosen benchmark. ...
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