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Getting Started in US Shares

Everything UK investors need to know about investing in US Stock Markets

Edward Page Croft, Ben Hobson, Alex Naamani, Megan Boxall, and Keelan Cooper

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Author

About the Authors

Edward Page Croft

Ed Page Croft is the founder and CEO of investment website Stockopedia. Ed is a trained investment manager and programmer who aims to bring the art of smarter investment decision making to a wider audience through the web.

Ben Hobson

Alex Naamani

Alex Naamani is a Financial Analyst at Stockopedia. He has an MSc from the London School of Economics and is a candidate for the CFA Level I exam. As well as contributing to regular site editorial, ebooks and guides - his research contributes to Stockopedia's growing financial databases and product development.

Megan Boxall

Keelan Cooper

Contents

Table of Contents

INTRODUCTION

  1. Part 1: Why?

Why consider the US at all?

  1. 1. The US has scale
  2. 2. The US has stability
  3. 3. The US has dynamism

Why the US is the perfect market for investing

  1. 1. US markets are familiar
  2. 2. US markets are open
  3. World’s reserve currency
  4. 3. US markets are transparent
  5. 4. US markets are fair
  6. 5. US markets are liquid
  7. Not all US shares are highly liquid!
  8. 6. US markets are deep
  9. Be careful with news!

Why should you invest abroad at all?

  1. International exposure is essential
  2. Part 2: What?

What you need to know about US Stock Exchanges

  1. New York Stock Exchange
  2. NASDAQ
  3. The OTC Exchanges
  4. Understanding ADRs

What you need to know about US indices

  1. The Dow Jones Industrial Average
  2. Standard & Poor’s indices - the S&P 500
  3. The Nasdaq Composite & Nasdaq 100
  4. The Russell Indices
  5. The Wilshire 5000 Total Market Index

What you need to know about company reporting

  1. How to track company reporting
  2. How to track company ownership changes

Jargon Busting the USA for UK investors

  1. The Tower of Babel
  2. Financial ratios differences - UK vs US
  3. Market moving events
  4. Part 3: How?

How to choose a broker to trade in US stocks

  1. DIY currency conversions
  2. Does your broker offer services that tackle currency risk?
  3. Find out about hedging
  4. Where are US stocks kept?
  5. What to ask your broker

What you need to know about taxes and US stocks

  1. 1. No Stamp Duty
  2. 2. Dividends don’t get double taxed - the W-8BEN form
  3. 3. Capital Gains can be sheltered
  4. 4. You can skip (nearly) all taxes through spread betting

Essential resources for researching US stocks

  1. Part 4 - Conclusion

The American Dream

  1. It starts with a process
  2. ‘Hunters’ and ‘Farmers’

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This book is published on Leanpub by Stockopedia

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