Although the Winvesta app is designed to be extremely intuitive, this article will guide you through the navigation process so you can get the most out of it! Check out the videos to see how to place an order, where to find and amend orders, how to find and explore new stocks, and add them to your watchlist.
You may have heard and read of macro-economic factors and data making the headlines and affecting the stock market. We will try to understand what these factors are and go through a few of them in this article.
If you generate income in the USA and are not a US person for tax purposes, you need to use the W-8BEN form to establish your foreign status. The W-8 BEN form allows tax exemptions and categorizes you to be taxed appropriately as a foreigner.
The Godfather himself, Benjamin Graham has laid out the principles for investing in stocks and you should be paying attention. The late Benjamin Graham is considered one of the best value investors to ever exist. Ask Warren buffet if you don’t trust us.
A short bet is when you believe that a stock is overpriced and its value should correct (and fall). If you think so, you will borrow it from someone who owns the stock and sell it in the market. When it falls, you can repurchase it and give it back to the lender of the stock. This phenomenon is bittersweet and can be very risky. The most amount you can make is the value you sold it at (shorted it at).
Fundamental analysis is a method of assessing the intrinsic value of a stock. It combines financial statements, external influences, events, and industry trends. It is important to note that the intrinsic value or a fair value of a stock does not change overnight.
Financial ratios help you interpret any company’s finances’ raw data to get actionable inputs on its overall performance. You can source the ratios from a company’s financial statements to evaluate its valuation, rates of return, profitability, growth, margins, leverage, liquidity, and more.