Mar
25
Mutual Fund application , should I put Nominee or put 2nd name of my child ? pl guide me seriously?
Filed Under Financial Planning | 3 Comments
I am 81 indian woman husband expired and I am applying for 5 mutual fund of same type and putting each of 5 child’s name as the beneficiary in each mutual fund. When I am no more , each one will get an Mutual fund of equal worth , & at the same time I will not be short of cash if required. But Same procedure 5 times at this age is cumbersome, is there any simple way?
Question posted courtesy of: Warren
Mar
24
friends,
1.) Is it necessary to have PAN card for investing in Mutual Funds in India?
2.) Is it necessary to have Depository Participant Account (DP A/c , ie with Sharekhan, Karvy, ICICI direct etc) to invest in Mutual funds?
3.) How can i sell the Mutual fund i purchased?
4.) How will i get returns? Is there dividend?
5.) What is the minimum amount to be invested? What is the average rate of return?
I WILL BE GLAD IF U ANSWER MY Q. I AM SEARCHING FOR IT FOR A LONG TIME…..thanks in advance…
Question posted courtesy of: Lucille
Mar
23
Stock market project help?
Filed Under Financial Planning | 4 Comments
Stock help please?
Ok so Im doing a stock market project for my Economics class and the original due date was May 30. Today me teacher changed the due date to APRIL 3!!!!! That is this Thursday and I havnt even started
I have 5 stocks and I have the Valuelines for them. I also have to get the Historical prices for each which is not a problem. I need help with the design of my binder. I want a beautiful, creative, colorful binder. Any ideas?? I need a cover sheet for each stock, Design ideas for thoghs would be great to
My stocks are:
-Ford Motor
-Disney (Walt)
-Bebe Stores, Inc.
-Coach, Inc.
-Costco Wholesale
Anything would be helpful. Thanks so much
Im also looking for any other ideas of to to put in my binder besides: the valuelines, Historical Prices, A Basic chart and coversheets? Thank you
Question posted courtesy of: Franklin
Mar
22
mutual fund???
Filed Under Financial Planning | 2 Comments
what about tata new mutual fund??
what is the price per unit???
how much we can buy minimum unit??
shall i invest in tata mutual fund or any others????
Question posted courtesy of: Pearl
Mar
22
Stock Question?
Filed Under Financial Planning | 5 Comments
Only people that know about stock should answer this question!
Question, lets say a company with stock value not to high, example Sirus radio, its at like 2.50 a stock or something.
Lets say someone buys 100k stocks in sirus one day, maybe monday. On tues will the stock price go up?
will that happen for most companies? even bigger ones, or would it work for small companies with low stock?
Question posted courtesy of: Nellie
Mar
22
Investing a small amount of money.?
Filed Under Financial Planning | 12 Comments
I have about $200 and I’m looking to invest it. I don’t know the first thing about investing money and I don’t want to get caught up in a whole bunch of stuff I know nothing about. What are some good website that I can go to that I can invest my money wisely.
Question posted courtesy of: Rosa
Mar
21
Stock Option Strategy Question?
Filed Under Financial Planning | Leave a Comment
I’m new to stock option and considering the following strategy and would like to know if I’m missing any flaws to it:
A stock ABC is selling for $42 with an average 10yr growth of above 10%. Stock call for $44 expiring in one year are selling for $3 (bid price) and the bank stock pay a dividend yield of ~5%.
If I buy 100 shares of that stock and sell the options from a year from now, assuming the stock reaches 52$ or above, will I really make 5% divident + $3 from options + $2 from the price increasing? Thus an %5 + 5/42 = ~11% return from betting on the share price increasing only 2$(+5%) in one year?
I understand that any profit above $44 will be lost when closing the option position and that I may potentially loose money if the stock was to drop below the $42 original price - $3 option price ($39) but is this my only risk of loosing money or am I missing something fundamental?
To me this seam like a position that is a lot safer then simply buying shares.
Question posted courtesy of: Florence
Mar
21
Stock trading for fast money?
Filed Under Financial Planning | 4 Comments
I am biginer in stock market but have fairy good knowledge from reading over the internet from different sites. I have fund of 7000 - 10000 for investment in stocks. I generally go to check on Yahoo, MSN, AGedwards, Motely fools site to know about company and picking stock for investment. My idea is to wait for particular stock to rise 2 - 3 dollar per share price and sale it and pick another stock. In a year my aim is to get 1000 - 2000 dollars as gain of my investment.
My questions are -
a) Am I doing the right thing or is there any better idea ?
b) Generally I fill up 1040EZ form for IRS, but with this kind of stock trading and transaction of say 10 - 12 per year saling stock and making small gain at short interval. What kind of form I need to fill up for IRS ?
c) For stock trading and educating self for filing IRS return - where should I get information on IRS publication ? As how to file return and what to consider for paying gain tax.
d) I use H & R block software
Question posted courtesy of: Keith
Mar
21
Ok let say i want to buy a stock option, and the stock currently at 43.50… I want to buy a call option on this stock and i think it will go up, so would it be smarter to buy it at the strike price 40.00 or 42.50….the break even price for the 40 is 43.80 and the break even price for the 42.5 is 44.30.
Now im only buying this stock for the short term, considering stock options expire this friday im only going to hang on to it for this week, im just confused with the fact of the “break even price” Because i want to buy it at the 42.5 stike because its a lot cheaper than the 40.0…wouldn’t i make more if i buy it at 42.5? even though the break even pricce is higher?
Or what is the stock goes up to 44.00 even, would i still make money on the 42.5 strike, because the stock went up but it didnt reach its break even price
Question posted courtesy of: Tom
Mar
20
I recently setup a Simple Start Roth IRA from Fidelity and have automatic deposits to a Fidelity Freedom Mutual Fund every month. I deposit $200 each month to the fund and would like to continue so until I max it out for the calendar year. For subsequent years, should I begin contributing to another mutual fund within my Roth IRA to diversify my portfolio fund a little or should I continually contribute to that fund. The reason why I’m asking is because the Freedom Fund I currently have is a target retirement fund. I am interested in more aggressive funds that can help maximize my portfolio.
Question posted courtesy of: Craig










