Questions tagged [investment-strategies]
Discussions about different investment strategies, and their different outcomes.
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Do I need a license or certificate to start an investment firm?
I am a tech entrepreneur. I have a lot of friends who work in the tech industry as well. I would like to start an investment company and ask my friends to invest their money in it. Then, I will find ...
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What would have been a good medium-term investment in 1999?
The longest stock market stagnation in recent times was in the early 2000s: first the dot-com crash, then the great recession. If someone in 1999 had bought into, say, an S&P 500 index fund, it ...
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Why would people invest in T-Bills over an extended period of time, when more tax-efficient options like BOXX exist?
Assuming a retail investor holds/rolls T-Bills for years, is there any reason for a retail investor to buy T-Bills directly when tax-efficient ETFs like BOXX exist (that provide the same return as T-...
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How to mitigate systematic risk?
I'm studying for the SIE in the United States. I'm learning about the different risks and how to mitigate them. The only way given to minimize systematic risk is to hedge using puts on an index such ...
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What date in a tax year to invest in an ISA?
There is a well known result that if you have to choose the best option from a set of randomly distributed options then you should sample the first 37% of them, then from the remaining 63% select the ...
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How to handle an account that lost value after inheritance? (USA)
The exact amounts aren't important, so I'll just invent some for the example.
My wife’s mother put $50,000 into a mortgage sharing fund¹ from which she received a proportional share of the interest. ...
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Suggestion to recover from a bad naked call
I sold a Jan 2026 CRWD $140 Call, and now the price skyrocket to 235 (I know, bad move)
How do one usually get out of this situation?
Many thanks.
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References/terms to search for regarding financial instrument universe selection
When attempting to profit off of the market in one way or another, an entity, be it a fund, individual investor, institution, etc., must first decide on what actual financial instruments are to be ...
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Can a 2 million dollar perpetuity sustain 100k/month
Based on a 2 million dollar donation, Is there a perpetuity that would be self sustaining to keep a small individual long term care residential house afloat? Or what would be another option given the ...
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Comprehensive Investment Strategies: Does Going Beyond S&P 500 ETFs Pay Off?
I am intrigued by investment strategies beyond S&P 500 ETFs. How significant is the impact of elements such as international stock ETFs, bond ETFs, real estate ETFs, commodity ETFs, or additional ...
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What kind of investment strategies are typically employed when investing at the industry level?
I know economic sectors such as industries represented by SIC codes or GiCS codes are often covered in depth by analysts and some specialize at the industry level rather than stock level. At least ...
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How would you balance this scenario?
I have two jobs, one is in the private sector (access to 401k) and one is in the public sector academia (access to 401b/453b) and my wife has a private sector job (access to 401k) and both of us of ...
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When is the stock market a good idea?
I'm your average person. I have an education, with 2 years of college in an area unrelated to finance. I have a 401k, and a disposable income. I'd like to invest some of this income. There are many ...
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betting on rates going down using bonds
There is a strategy that I am thinking of and would love to know about downsides: people buy/sell bonds to have a guaranteed return if held to maturity. But they also buy to take a directional view on ...
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Should I sell mutual funds that are performing well or poorly first?
I have roughly equal investments across 4 different high-risk "growth" mutual funds -- let's just assume that other than all being high risk, they're fairly well diversified. Two of the ...
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