Questions tagged [investment-strategies]
Discussions about different investment strategies, and their different outcomes.
279
questions
1
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2answers
115 views
Do I want a 30% cash buffer on my managed portfolio?
I am new to investing. I would not characterize myself as a risk averse person. I was thinking about signing up with Ally bank for one of their managed portfolios, a Roth IRA. They offer what they ...
2
votes
0answers
80 views
Is it sensible to assume that the investment theory developed arround the US market can be applied to the Eurozone?
Are investment strategies and policies that you find in popular investment books, such as "The Intelligent Investor", extrapolable from the US Market to the Eurozone?
If the answer to the above is no,...
-6
votes
2answers
232 views
How to achieve 100,000 USD return annually [closed]
Assuming I need to achieve a return of 100,000 USD every year, what are my investment options?
Passive investment with low risk preferred, but open to other investment's strategies.
0
votes
0answers
37 views
account type recommendation for minor beneficiaries of a trust (US)
As the trustee of a trust, I’m looking for suggestions as to how to make distributions to minor great-grandchildren. This is not a lot of money, but not trivial. I’m considering UTMA/UGMA/529b type ...
0
votes
1answer
21 views
ULIP investment
I am from India. I have a ULIP(Unit Linked Insurance Plan) which Premium cost me Rs X00000 per year which I started in June 2019. Plan name is ICICI PruSignature.
The plan is for 5 years and I have ...
1
vote
3answers
215 views
Is putting most of one's one money in dividend ETFs a reasonable long-term strategy?
I'm considering putting most of my savings (about 55,000 €) in an ETF with focus on dividend payments as I want some of the returns accessible to me without having to sell. I'm planning to go with ...
3
votes
5answers
575 views
“Buy and Hold” when stocks are doing so well
I know all the wisdom -- "buy and hold", "the trend is always upwards in the long run", monkeys beating Wall Street traders, and all that.
I'm in it for the long term, and want to accumulate wealth ...
-4
votes
1answer
120 views
Stock market fluctuations and when to sell out [duplicate]
I recently bought a medical marijuana stock at its lowest point. It is estimated that it will reach a high price by 2023.
How can I know for sure when to sell out?
0
votes
3answers
138 views
Can I get a similar rate to a mortgage on a line of credit for a buy and hold REIT?
One financial advantage to buying a property over shares is leveraging by getting a long term mortgage at a rate noticeably lower than historic real estate appreciation and rental income.
A single ...
0
votes
1answer
74 views
Correlation between the perfect market-timing strategy and the market itself?
What would be the correlation between a perfect market-timing strategy [that it always goes long (short) one unit of the market the day before the market goes up (down)] and the market itself, given ...
1
vote
1answer
99 views
Why would investors invest in an environmentally friendly production of Panna Cotta? [closed]
I am doing a class presentation and I have created a business plan that will replace the traditional plastic use of Panna Cotta with environmentally friendly materials and now I need to present ...
0
votes
2answers
170 views
Advice for an 18 year old about Investing? [duplicate]
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 ...
10
votes
2answers
3k 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
64 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
vote
4answers
210 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
110 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
50 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
96 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 ...
22
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
90 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 ...
62
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
96 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
178 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
89 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
457 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
19 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
114 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
127 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
343 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
307 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
190 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
232 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
103 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
184 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
382 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
374 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
185 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
480 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
238 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
62 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
74 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
103 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
148 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
141 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
867 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
166 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 ...
