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Why are there contradicting price diagrams for the same ETF?
I'm an absolute beginner to investing. I'm currently looking into the "iShares Core MSCI World UCITS" ETF tracking the MSCI World Index.The iShares Website shows how over the past 5 years the ETF's...
View ArticleCan I buy index funds without margin and own it like a stock?
I am a total newbie so this might be a silly question but I am trying to buy S&P 500 and own it like a stock.The problem is that my broker (XTB) only has the option to buy it with margin and...
View ArticleAre the S&P 500 and Dow Jones Industrial Average securities?
As I understand it these Indexes are baskets of assets that are securities. Does that make the Index itself a security? What about an index of commodities?
View ArticleBloomberg Ticker from Index ISIN and Index Key
Is there a way to find the Bloomberg Ticker for an Index given the Index ISIN and Index Key?
View ArticleWhy do people claim that it's hard to outperform the S&P 500? It has only...
Whereas companies like Google, Facebook, Netflix, Amazon, Apple have all increased anywhere from 3x-6x in value in the past 5 years. If you just stuck with those companies, you would have easily beaten...
View ArticleWhat happens if an Index Fund sell off occurs?
For example, if you have a 3-fund portfolio of the Fidelity Total Market Index Fund, Fidelity International Index Fund, and the Fidelity Total Bond Fund, does this strategy represent "meta"...
View ArticleDiscrepancy between ETFs performance and benchmark index
I am interested in MSCI World Index and was comparing several ETFs. I can understand that performance of ETF itself can be slightly different but how is possible that there is difference in benchmark...
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What's an Index Interest Strategy Charge Rate in a long-term care (LTC)...
I'm looking at some Life Insurance Illustration (mirror) for the Long-term care (LTC) insurance plan "Nationwide Indexed UL Protector II 2020" managed by the Nationwide Life and Annuity Insurance...
View ArticleWhat's the relationship between SPDR S&P 500 ETF listings in different...
SPDR S&P 500 ETF Trust is listed on four stock exchanges:NYSE Arca — Symbol: SPYISIN: US78462F1030Currency: USDListing date: 1993-01-22. (source)Singapore Exchange — Symbol: S27ISIN:...
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How can an index fund experience price variations different than those of the...
From 22/03/2022 to 24/03/2023, these are the S&P total market index and the Vanguard U.S. Equity Index Fund:S&P total market index:Price on 24/03/2022: $4619.20Price on 24/03/2023:...
View ArticleWhat would be the instrument/index with the most historical data available...
I would like to have as much historical data as possible regarding a bonds fund performance similar to the iShares 20+ Year Treasury Bond ETF (TLT).For now I have this source but it goes back to only...
View ArticleCan ETFs be broken down into the stocks composing them without paying capital...
I own some bad index funds. I would like to decompose them into their stocks, and just hold these (maybe doing further alchemy and replacing some of them with other index funds).Is this possible...
View ArticleHow does the definition of expense ratio and gross return fit into the net...
I am currently reading an investopedia article about expense ratios in funds. This article uses the following numerical example about expense ratios and returns.A fund has a gross return of 10% and an...
View ArticleCheap indices in Europe
I have currently started investing and have access to the following markets:Xetra, BCPP, RMSI see many good indices like the DAX, but I have no more than 500eur allocated. I saw that there are ETFs...
View ArticleWhat kind of investment strategies are typically employed when investing at...
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 this...
View ArticleQuestion to do with ETF price changes during the day
In my learnings I was told the nav price of an etf is calculated at the end of the trading day,So the next day trading resumes at that price but then fluctuates due to supply and demand for the etf...
View ArticleUnderstanding the weight of stocks in S&P 500 indexes
I'm reading about S&P 500 stock list here,https://www.slickcharts.com/sp500It looks like each stock has a different weight, e.g MSFT has 7% but V has 1%, why is that? What's the problem of being...
View ArticleHow does mutual funds confiscate the stock dividends?
I'm reading The Little Book of Common Sense Investing by Bogle John, the founder of Vanguard index funds.In Chapter Six: Dividends Are the Investor’s (Best?) Friend: But Mutual Funds Confiscate Too...
View ArticleInvesting in index funds in Cyprus?
I'm currently based in Cyprus and wanted to invest euros into the world's stock markets via index funds with low expense ratios. Research thus far into retail investing options here isn't promising....
View ArticleStock prices rise due to index (SP500) inclusion means I should not buy index...
When a stock rises (either temporarily or permanently) before its inclusion into an index, that means index funds need to be purchasing the stock at inflated prices.Doesn't that mean when you purchase...
View ArticleIs investing in S&P 500 a wise choice if you plan to purchase a house in...
My total compensation is $168k/year ($285k gross) and my goal is to purchase a house in the range of $1M to $2M. I plan to invest my savings in the S&P500 for about 10-15 years, hopefully, to make...
View Articleindex rebalancing question
When the S&P 500 adds or removes companies, my intuition is that the companies added have a higher market cap than the companies removed. To what extent does this difference drive the growth of the...
View ArticleWhy waste money buying index funds when you can can buy all the stocks on...
I've got a question. As we know that index funds puts money on all the stocks of a particular index(say Dow index) - on all 30 stocks present in the Dow index. My question is if I have enough capital...
View ArticleWhich of my tax-advantaged accounts should I hold my bond market index funds in?
I have traditional, Roth and SIMPLE IRAs. I'd like to get some total bond market index funds (VBTLX).In terms of taxes, gains, dividends, etc. is there any difference between holding the fund in a...
View ArticleContributing over the 401(k) limit vs investing in an index fund?
I find myself in a lucky position. I have a stable, high-paying job that allows me to achieve nearly all my financial goals, including:Maxing out the yearly contributions to my 401(k), including the...
View ArticleCan one get a liquidity premium as a retail investor?
Is it possible to get a liquidity premium as a retail investor? That is, between the following two options, I would expect there to be a theoretical extra return to doing (2):Hold an index fund for 5...
View ArticleInvestments beyond RRSP and TFSA, in non-registered accounts?
I am Canadian, with income just below marginal higher rate. My RRSP contributions were always filled, and the rest went to extra mortgage payments.I just finished paying off the mortgage and will now...
View ArticleWhy would a passive investor buy anything other than the market portfolio +...
It's frequently said that you should buy a "high-risk" portfolio with lots of stocks when you are young, and then move into "low-risk" portfolio with lots of bonds when you are older, essentially...
View ArticleIs it better, financially, to invest in a property or in ETFs?
I need a bit of a help deciding if it's better to invest in a property or ETFs. I have currently saved up a decent sum of money and I'm looking to invest it wisely. I'm 27, if that matters.Option 1:...
View ArticleDoes the increasing popularity of index fund investing mean that it will...
Index fund investing has become increasingly popular over the past 20+ years. More and more people seem to be pouring money into stock index funds in hope that future returns would be as good as they...
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