Investments NonCurrent (Historical)
Returns historical non-current investments for a company. These are long-term investments that the company intends to hold for more than one year, including strategic equity investments, long-term bonds, and investments in affiliates.
Supported Symbols
| Type | Format | Example |
|---|---|---|
| US Stocks | SYMBOL | AAPL, MSFT |
| ETFs | SYMBOL | SPY, QQQ |
| International | SYMBOL | SHOP, TSM |
Parameters
| Parameter | Description |
|---|---|
| Symbol | Stock ticker symbol |
| Year | Fiscal year (2020, 2021) or period code (lq, ly, lt) |
| Quarter | Optional: 1, 2, 3, or 4 for quarterly data |
| TTM | Optional: Set to "TTM" for trailing twelve months |
Non-Current Investment Types
| Type | Description |
|---|---|
| Equity Method Investments | Stakes in associates (20-50% ownership) |
| Available-for-Sale Securities | Long-term securities holdings |
| Held-to-Maturity | Bonds intended to be held to maturity |
| Strategic Investments | Stakes in other companies for strategic purposes |
Notes
- Non-current investments are part of long-term assets
- Often includes strategic stakes in other companies
- May be subject to equity method accounting
Examples
=hf_Investments_NonCurrent("AAPL", 2023)=hf_Investments_NonCurrent("MSFT", 2023, 2)=hf_Investments_NonCurrent("GOOGL", "ly")=hf_Investments_NonCurrent("BRK.B", 2023, , "TTM")=hf_Investments_NonCurrent(A1, B1, C1)When to Use
- Analyzing long-term investment strategy
- Understanding capital allocation decisions
- Evaluating strategic partnerships and stakes
- Comparing investment portfolios
- Assessing long-term financial position
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need total investments | hf_Investments() |
| Need short-term investments | hf_Investments_Current() |
| Need property and equipment | hf_Property_Plant_Equipment() |
| Need total non-current assets | hf_Total_NonCurrent_Assets() |
Common Issues & FAQ
Q: Why are Berkshire's non-current investments so large? A: Berkshire Hathaway's business model is holding long-term equity stakes in companies, making their non-current investments unusually large.
Q: What's the difference between investments and PP&E? A: Investments are financial assets (securities, stakes); PP&E are physical assets used in operations.
Q: Why am I getting "NA"? A: Check that the symbol is valid. Not all companies have significant non-current investments.
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