question_id stringlengths 1 5 | question stringlengths 14 158 | pos_item_ids listlengths 1 23 | pos_item_contents listlengths 1 23 |
|---|---|---|---|
6910 | Why can Robin Hood offer trading without commissions? | [
"238877",
"201226",
"5122",
"108087",
"161296"
] | [
"It isn't the first initiative (see link below) and maybe this one will stick around. Time will be a good test. Here is an article on it.... http://www.investopedia.com/articles/active-trading/020515/how-robinhood-makes-money.asp They plan to make money off unused balances - so they hope to get the masses signe... |
6911 | Is there a time limit to cover an open short position? [duplicate] | [
"553110"
] | [
"\"There are situations where you can be forced to cover a position, particular when \"\"Reg SHO\"\" (\"\"regulation sho\"\") is activated. Reg SHO is intended to make naked short sellers cover their position, it is to prevent abusive failure to delivers, where someone goes short without borrowing someone else's sh... |
6914 | Price movement behaviour before earnings announcements | [
"109678",
"252558"
] | [
"This depends entirely on what the market guesses the news will be and how much of that guess has already been factored into the price. There is no general answer beyond that. Note that this explains the apparently paradoxical responses where a stock good down on good news (the market expected better) or up on bad... |
6915 | Whats the difference between a qualified and an unqualified covered call? | [
"30557"
] | [
"Yes, as long as you write a call against your stock with a strike price greater than or equal to the previous day's closing price, with 30 or more days till experation there will be no effect on the holding period of your stock. Like you mentioned, unqualified covered calls suspend the holding period of your stock... |
6916 | Total gain of portfolio including sold stocks? | [
"379299"
] | [
"You could create your own spreadsheet of Cash Flows and use the XIRR function in Excel: The formula is:"
] |
6917 | Can I exercise my put if a company goes bankrupt? | [
"520079"
] | [
"according to the Options Industry council ( http://www.optionseducation.org/tools/faq/splits_mergers_spinoffs_bankruptcies.html ) put options the shares (and therefore the options) may continue trading OTC but if the shares completely stop trading then: if the courts cancel the shares, whereby common shareholders... |
6918 | Are leverage/ko products the only reasonable way to trade stocks? | [
"374797",
"511587"
] | [
"\"There's no free lunch. Here are some positions that should be economically equivalent (same risk and reward) in a theoretically-pure universe with no regulations or transaction costs: You're proposing to buy the call. If you look at the equivalent, stock plus protective put, you can quickly see the \"\"catch\"\"... |
6919 | How does Big Money work? (i.e. stocks, Enron, net worth) | [
"506238"
] | [
"1) You ignore dividends. You can hold your 10 million shares and never sell them and still get cash to live on if the security pays dividends. McDonalds stock pays 3% in dividends (a year). If you owned 10 million shares of McDonalds you would get 75,000 every three months. I am sure you could live on 25,000 a mo... |
692 | Can an Indian citizen/resident invest in a US company and collect the profits in India? | [
"224688"
] | [
"Every month I will get a return in from my share of the profit which would be used for repayment of capital and interest in India. Not to sure what the business plan is. Please factor all the modalities, Exchange rate fluctuations, etc. My concern is regarding RBI rules and regulations, FEMA guidelines, and Income... |
6921 | If an option's price is 100% made up of its intrinsic value, is there a way to guarantee a non-loss while having a chance at a profit? | [
"162768",
"594047"
] | [
"The strategy looks good on paper but in reality, the 150 call will have some time value particularly if it has got some time to mature. Let us say this time value is 0.50 , so the call costs 3.50. If the stock stays above 150 (actually above 149.50) , by the expiration of the call, you will lose this 0.50 . Then... |
6927 | UK: How to *leave* self select stock and shares ISA (without selling the shares)? | [
"594040"
] | [
"Your existing shares in their existing ISA(s) do not in any way impact on your future ISA allowances. The only thing that uses up your ISA allowance is you paying new cash into an ISA account. So you can leave your existing shares in their existing ISA(s) and simply open new ISA(s) for future contributions which s... |
693 | What would happen if the Euro currency went bust? | [
"518406",
"319729",
"136073",
"210789",
"535947",
"148194"
] | [
"Each country would have to go back to its own currency, or the rich countries would just kick the poor ones out of the EU. It would be bad for the poor countries, and the global economy would suffer, but it really wouldn't be a big deal.",
"These rumors are here just to help dollar stay alive. Euro have problem... |
6931 | Using stock markets in Europe, how can I buy commodities / resources, to diversify my portfolio? | [
"332924"
] | [
"\"I recommend avoiding trading directly in commodities futures and options. If you're not prepared to learn a lot about how futures markets and trading works, it will be an experience fraught with pitfalls and lost money – and I am speaking from experience. Looking at stock-exchange listed products is a reasonabl... |
6935 | Where to find out conversion ratio between General Motors bonds and new GM stock? | [
"316312",
"6607",
"580985"
] | [
"Depending on the specific bond, here is the official info. http://www.wilmingtontrust.com/gmbondholders/index.html Bottom line, it won't be determined for a while yet, as the filing with the Bankruptcy Court still has lots of blanks.",
"I would imagine that as a holder you will receive information in the post wh... |
6936 | Do post-IPO 'insider' stock lockup periods still apply if you separate from the company | [
"72845"
] | [
"\"There are quite a few regulations on \"\"Insider Trading\"\". Blackouts are one of the means companies adopt to comply with \"\"Insider Trading\"\" regulations, mandating employees to refrain from selling/buying during the notified period. Once you leave the employment: So unless there is an urgent need for you ... |
6938 | Best buying price on stock marketing based on market depth detail (CSE atrad tool) | [
"137175",
"585552"
] | [
"If you are buying your order will be placed in Bid list. If you are selling your order will be placed in the Ask list. The highest Bid price will be placed at the top of the Bid list and the lowest Ask price will be placed at the top of the Ask list. When a Bid and Ask price are matched a transaction will take pla... |
6939 | What is the difference between a scrip dividend and a stock split? | [
"211343",
"481169",
"556144"
] | [
"Investopedia has a good definition. Stock dividends are similar to cash dividends; however, instead of cash, a company pays out stock. Stock splits occur when a company perceives that its stock price may be too high. Stock splits are usually done to increase the liquidity of the stock (more shares outstanding) and... |
694 | How does LLC ownership work in relation to U.S. tax law? | [
"248269"
] | [
"It really depends. If it is offered as compensation (ie in leiu of, or in addition to salary or cash bonus) then it would be reportable income, and if sold later for a profit then that would be taxable as gains. If this share is purchased as an investment at current value then it would be treated like other secu... |
6940 | Does the bid price of a stock change depending on which brokerage I am using? | [
"100188"
] | [
"They could have different quotes as there are more than a few pieces here. Are you talking a Real Time Level II quote or just a delayed quote? Delayed quotes could vary as different companies would be using different time points in their data. You aren't specifying exactly what kind of quote from which system a... |
6941 | How do I manage my portfolio as stock evaluation criteria evolve? | [
"368348",
"95948",
"331673"
] | [
"Don't sell. Ever. Well almost. A number of studies have shown that buying equal amounts of shares randomly will beat the market long term, and certainly won't do badly. Starting from this premise then perhaps you can add a tiny bit extra with your skill... maybe, but who knows, you might suck. Point is when buy... |
6942 | Why would preferred shares have less potential for capital gain compared to common stock? | [
"580512",
"385020"
] | [
"I once bought both preferred and common shares in a bankrupt company. It is true that those preferred shares had less potential for appreciation than the common shares. The reason is because the preferred shares were trading around $50 and had a face value of $1000. This means that if the bankruptcy proceedings... |
6943 | Can I cover a short sale with the stock I already own? | [
"201876",
"48153"
] | [
"Yes, you call the broker and tell him to use those shares to deliver to the short position.",
"Yes you can. This is known as a short selling against the box. In the old days, this was used to delay a taxable event. You could lock in a gain without triggering a taxable event. Any loss on one side of the box w... |
6944 | Stock options: what happens if I leave a company and then an acquisition is finalized? | [
"409818",
"451613"
] | [
"\"When you exercise your options, you come up with cash to buy the shares. This makes you an owner of the company for shares at the share price your options let you have. Ideally, your share price is at a significant discount to what the company is worth. Being a shareholder, you gain from any share price apprecia... |
6945 | Howto choose a marketplace while submitting an order for a stock trade | [
"499536"
] | [
"It depends on your cost structure and knowledge of the exchanges. It could be optimal to make a manual exchange selection so long as it's cheaper to do so. For brokers with trade fees, this is a lost cause because the cost of the trade is already so high that auto routing will be no cheaper than manual routing. Fo... |
6947 | What are the most efficient ways to bet on an individual stock beating the market? | [
"194322",
"473552"
] | [
"tl;dr: Unfortunately, there is little available to the retail investor that fits your description. Institutional investors can use swaps to gain leverage on the above trade. A bank will build a basket of long MSFT and short SPY and then quote a rate against LIBOR (London Interbank Offered Rate) and a margin requi... |
6948 | Can I apply prior years' capital losses against my employee stock option exercise? | [
"183166"
] | [
"As I recall, the gain for ISOs is considered ordinary income, and capital losses can only negate up to $3000 of this each year. If you exercised and held the stock, you have ordinary income to the exercise price, and cap gain above that, if you hold the stock for two years. EDIT - as noted below, this answer wor... |
6949 | Static and Dynamic, Major/Minor Support and Resistance in Stock Trading/Investing | [
"43526"
] | [
"Simply static support or resistance levels are ones that do not change with time. Two examples include horizontal lines and trend lines. Dynamic support or resistance levels are ones that change with time. A common example of a dynamic support/resistance are Moving Averages."
] |
695 | S Corp with Straddles Income | [
"399848"
] | [
"If this activity were to generate let's say 100K of profit, and the other corporate activities also generate 100K of revenue, are there any issues tax-wise I need to be concerned about? Yes. Having 25% or more of passive income in 3 consecutive years will invalidate your S-Corp status and you'll revert to C-Co... |
6950 | How to Calculate Profit and Loss for trading position? | [
"583913"
] | [
"\"Month to date For the month to date (MTD), the price on Feb 28th is $4.58 and the price on March 16th is $4.61 so the return is which can be written more simply as The position is 1000 shares valued at $4580 on Feb 28th, so the profit on the month to date is Calendar year to date For the calendar year to date (Y... |
6951 | How to decide on limits when purchasing/selling stocks? | [
"266785"
] | [
"\"You said your strategy was to put it into a index fund. But then you asked about setting stock limits. I'm confused. Funds usually trade at their price at the end of the day, so you shouldn't try to time this at all. Just place your order. If you are buying ETFs, there is going to be so much volume on the ma... |
6952 | Is there a simple strategy of selling stock over a period of time? | [
"16175",
"240089"
] | [
"\"The best strategy for RSU's, specifically, is to sell them as they vest. Usually, vesting is not all in one day, but rather spread over a period of time, which assures that you won't sell in one extremely unfortunate day when the stock dipped. For regular investments, there are two strategies I personally would ... |
6953 | How to calculate stock price (value) based on given values for equity and debt? | [
"452479",
"217904",
"469687"
] | [
"There is no formula for calculating a stock price based on the financials of a company. A stock price is set by the market and always has a component built into it that is based on something outside of the current valuation of a company using its financials. Essentially, the stock price of a company per share is w... |
6955 | What are some important factors to consider before investing in a stock/index fund and why? | [
"463831"
] | [
"Goal - What is it that you are saving or investing to have: Educational costs, retirement, vacation, home, or something else. Dollar figure and time period would be the keys here. Risk tolerance - What kind of risks are you prepared to accept with the investment choices you are making? What kind of time commitment... |
6957 | Can the purchaser of a stock call option cancel the contract? | [
"259178",
"507828"
] | [
"You bought the right – but not the obligation – to buy a certain number of shares at $15 from whomsoever sold you the option, and you paid a premium for it. You can choose whether you want to buy the shares at $15 during the period agreed upon. If you call for the shares, the other guy has to sell the shares to ... |
6958 | For what dates are the NYSE and U.S. stock exchanges typically closed? | [
"426248",
"569530",
"191448"
] | [
"The NYSE publishes a list of holidays at its website. New link: https://www.nyse.com/markets/hours-calendars Old link in the original answer that doesn't work now: http://www.nyse.com/about/newsevents/1176373643795.html Hope that helps!",
"Stumbled upon this question, I've found the updated dates for 2016 and 2... |
696 | Executor of will | [
"112987",
"90572"
] | [
"I strongly doubt that being executor will make the assets of the estate vulnerable to a suit against him personally. The estate is it's own separate legal entity with its own TIN. Only creditors against the estate itself can make claims against it and after all creditors are paid, then the balance is distributed i... |
6960 | Is there a good strategy to invest when two stock companies either merge or acquisition? | [
"534755",
"484307"
] | [
"There is a strategy called merger-arbitrage where you buy the stock of the acquired company when it sells for less than the final acquisition price. Usually the price will rise to about the acquisition price fairly rapidly after the merge is announced, so you have to move fast. The danger is that the merger gets c... |
6962 | Company A is buying company B, what happens to the stock? | [
"123595",
"173872"
] | [
"It depends on the timing of the events. Sometimes the buying company announces their intention but the other company doesn't like the deal. It can go back and forth several times, before the deal is finalized. The specifics of the deal determine what happens to the stock: The deal will specify when the cutoff is. ... |
6963 | How to calculate how much a large stock position is really worth? | [
"211509",
"145590",
"480515",
"288860"
] | [
"\"This is actually a very complicated question. The key reading in this area is a seminal paper by Almgren & Chriss, \"\"Optimal Execution of Portfolio Transactions\"\" (2000). They show that there's a tradeoff between liquidating your portfolio faster and knowing the value with more certainty, versus liquidating ... |
6964 | Implications of a Canadian company IPO having a dual TSX/NYSE stock listing? | [
"256035"
] | [
"Investors who are themselves Canadian and already hold Canadian dollars (CAD) would be more likely to purchase the TSX-listed shares that are quoted in CAD, thus avoiding the currency exchange fees that would be required to buy USD-quoted shares listed on the NYSE. Assuming Shopify is only offering a single class ... |
6966 | Perform exercise-and-hold AND exercise-and-sell-to-cover? | [
"15635",
"435463"
] | [
"\"The simplest thing to do here is to speak to your employer about what is allowed. This should be spelt out in your company's \"\"Stock Options Plan\"\" documentation. In particular, this document will include details of the vesting schedule. For example, the schedule may only allow you to exercise 25% in the ... |
6967 | Evaluating stocks useless? | [
"259145"
] | [
"\"Is evaluating stocks just a loss of time if the stock is traded very much? Not at all! Making sound investment decisions based on fundamental analysis of companies will help you to do decide whether a given company is right for you and your risk appetite. Investing is not a zero-sum game, and you can achieve a p... |
6968 | If a company goes private, does it still count as a capital gain/loss? | [
"232207"
] | [
"does it still count as a capital gain or loss? Yes. Is it essentially treated like you sold the stock at the price of the buy-out? Yes. Do you still get a 1099-B from your broker? Yes."
] |
6969 | How can I buy shares of oil? I'm told it's done through ETFs. How's that related to oil prices per barrel? | [
"303944",
"519025"
] | [
"While we're not supposed to make direct recommendations, and I am in no way advising anything, USO an ETF that buys light sweet crude oil futures with the intention of mirroring the price movements of oil.",
"The papers you would need to buy are called 'futures', and they give you the right to buy (or sell) a ce... |
697 | Online streaming video/audio financial/stock programs | [
"166467"
] | [
"The CNBC site is littered with videos. Whenever I click a link to one of their articles, it seems to be a video instead. Not like having the channel streamed, but most of the top stories."
] |
6970 | Exercise ISO or NSO in solo 401k? | [
"163566"
] | [
"\"You have a Solo 401(k). You can fund it with cash, or I believe, with shares of your own company. You can't pull in other assets such as the ISOs from another employer. I see why that's desirable, but it's not allowed. You wrote \"\"this will mitigate all tax complications with employee stock options.\"\" But ... |
6974 | Margin Calculations Question | [
"458789"
] | [
"The setup is a purchase of 200 shares at $40 with a cash deposit of $4000 and margin loan of $4000 which a year later grew to $4240. With a margin requirement of 30%, the loan can be 70% or a total stock value of $6057. 1) $30.29 2) -24.3% (The stock fell to $30.29 from $40) 3) -54.6% (Your $4000 fell to $1817)"
] |
6975 | What is Bearish Bar Reversal? | [
"196461"
] | [
"What it is trying to describe is the psychology around the current price of the stock. In candlestick charts for example, if you get what is called a Bearish Engulfing Candle (where the open is higher than the previous day's close and the close is lower than the previous day's open) at the top of an uptrend, this... |
6976 | Why is the difference between adjusted close and close price slightly different between each day? | [
"412657"
] | [
"Prices are adjusted for return and not payout. So if you take the ratio of the close price and the adjusted close price, it should remain constant. The idea behind a total return (back-)adjustment is to give you a feeling how much money you would have needed back then to reach the price today under the premise th... |
6977 | What is the rate of return for a security when there is no risk-free rate (CAPM)? | [
"21070"
] | [
"\"For starters, the risk-free rate has nothing to do with stocks. It would be independent of anything. It pays out the same return in all states of nature. The definition of a risk-free asset is that regardless of how the universe turns out, including a meteor striking the Earth killing everyone but the recipie... |
698 | What does this statement regarding put options mean? | [
"17661",
"30220"
] | [
"The trader has purchased 1095 options, each of which is a contract which entitles him to sell 100 shares of Cisco stock for $16 a share. He paid $71 for each contract (71 cents a share x 100) which is roughly $78k total. He will get $109,500 for each dollar below $16 Cisco's stock is when he exercises it (he can b... |
6980 | What is the dividend if yield is 3.04? | [
"145096"
] | [
"From the hover text of the said screen; Latest dividend/dividend yield Latest dividend is dividend per share paid to shareholders in the most recent quarter. Dividend yield is the value of the latest dividend, multiplied by the number of times dividends are typically paid per year, divided by the stock price... |
6982 | How to interpret a big ask size? | [
"519291"
] | [
"Yes, but it must be remembered that these conditions only last for instants, and that's why only HFTs can take advantage of this. During 2/28/14's selloff from the invasion of Ukraine, many times, there were moments where there was overwhelming liquidity on the bid relative to the ask, but the price continued to d... |
6987 | Which set of earnings is used to work out the P/E of a stock | [
"87667",
"491358",
"548211"
] | [
"This is a note from my broker, CMC Markets, who use Morningstar: Morningstar calculate the P/E Ratio using a weighted average of the most recent earnings and the projected earnings for the next year. This may result in a different P/E Ratio to those based solely on past earnings as reported on some sites and other... |
6989 | Is it possible to allocate pre-tax money to a specific stock? | [
"159263"
] | [
"Whether an investment is pre-tax is determined by the type of account (i.e., tax-advantaged vs ordinary taxable account), but whether you can invest in individual stocks is determined by the provider (i.e., the particular bank where you have the account). These are orthogonal choices. If you want to invest in in... |
6990 | Can I transfer my Employee Stock Purchase Plan assets to a different broker? | [
"348514"
] | [
"I have an ESPP with E*Trade; you can transfer stock like that via a physical (paper) asset-transfer form. Look for one of those, and if you can't find it, call your brokerage (or email / whatever). You own the shares, so you can generally do what you want with them. Just be very careful about recording all the pur... |
6991 | How to reconcile these contradictory statements about the effect of volume on stock price? | [
"293484",
"180495"
] | [
"The first statement is talking about a sudden sharp increase in volume (double or more of average volume) with a sudden increase in price. In other words, there has been a last rush to buy the stock exhausting all the current bulls (buyers), so the bears (sellers) take over, at least temporarily. Whilst the second... |
6992 | How can I make a profit by selling a stock short? | [
"385220",
"428786"
] | [
"\"Being \"\"long\"\" - expecting the price to go up to make a profit - is a two step process: 1) buy 2) sell Being \"\"short\"\" - expecting the price to go down to make a profit - is a 5 step process: 1) borrow someone else's asset 2) sell their asset on the open market to somebody else a third party 3) pocket ... |
6993 | Correct term for describing how “interesting” a stock is to buy | [
"541280"
] | [
"You can call it a stock rating of say between 0 to 5 or 0 to 10 or whatever scale you want to use. It should not be called a recommendation but rather a rating based on the criterial you have analysed. Also a scale from say 0 to 5 is better than using terms like buy, hold and sell."
] |
6994 | Top 3 things to do before year end for your Stock Portfolio? | [
"318124",
"514977"
] | [
"Bonus: Contribute to (or start!) your IRA for 2010. This doesn't have to be done have to be done by the end of the year; you can make your 2011 contribution in 2010, before you file your tax return (by Apr. 15 at the latest, even if you get an extension.)",
"Not knowing the US laws at all, you should worry more... |
6995 | Can I use losses from sale of stock to offset capital gains from sale of property | [
"236254"
] | [
"Capital losses from the sale of stocks can be used to offset capital gains from the sale of a house, assuming that house was a rental property the whole time. If it was your principal residence, the capital gains are not taxed. If you used it as both a rental and a principal residence, then it gets more complica... |
6997 | How to map stock ticker symbols to ISIN (International Securities Identification Number)? | [
"34622",
"337133"
] | [
"There is no simple way to convert an ISIN into a stock ticker symbol. The only way to even attempt to do so is to map the ISIN to a CUSIP or SEDOL or other national identifier and then map that identifier to a stock ticker symbol.",
"\"It is possible to make a REST API call providing the ISIN to get the ticker i... |
6998 | How can I calculate total return of stock with partial sale? | [
"175107",
"219927",
"479874",
"438547"
] | [
"If you just want to know total return, either as dollars or a percentage, just add up the total amount spent on buys and compare this to current value plus money received on sales. In this case, you spent (310 x $3.15 + $19.95) + (277 x $3.54 + $19.95). So your total investment is ... calculator please ... $1996.9... |
7 | New business owner - How do taxes work for the business vs individual? | [
"411063"
] | [
"Through your question and then clarification through the comments, it looks like you have a U.S. LLC with at least two members. If you did not elect some other tax treatment, your LLC will be treated as a partnership by the IRS. The partnership should file a tax return on Form 1065. Then each partner will get a... |
70 | Car as business expense, but not because of driving | [
"327002"
] | [
"\"To be deductible, a business expense must be both ordinary and necessary. An ordinary expense is one that is common and accepted in your trade or business. A necessary expense is one that is helpful and appropriate for your trade or business. An expense does not have to be indispensable to be considered necessar... |
700 | Is a robo-adviser worth the risk? | [
"278718",
"354234"
] | [
"If you are looking for an advisor to just build a portfolio and then manage it, a robo-advisor can be beneficial (especially if the alternative is doing it your self, assuming that you are not well versed in the markets). The primary risk with one is that it does not build a portfolio that accurately represents yo... |
7000 | Can I fully deduct capital losses against discounted capital gains? | [
"191704"
] | [
"The short answer is no - the CGT discount is only applied against your net capital gain. So your net capital gain would be: $25,000 - $5,000 = $20,000 Your CGT discount is $10,000 You will then pay CGT on $10,000 Of course you could sell ABC in this financial year and sell DEF next financial year. If you had no o... |
7002 | Is dividend taxation priced in derivatives? | [
"557181",
"179855"
] | [
"No. Black Scholes includes a number of variables to calculate the value of the derivative but taxation isn't one of them. Whether you are trading options or futures, the dividend itelf may be part of the equation, but not the tax on said dividend.",
"\"While derivative pricing models are better modeling reality ... |
7003 | How can I find data on delisted stocks? | [
"343619",
"172840"
] | [
"You need a source of delisted historical data. Such data is typically only available from paid sources. According to my records, AULT (Ault Inc) began as an OTC stock in the 1980s prior it having an official NASDAQ listing. It was delisted on 27 Jan 2006. Its final traded price was $2.94. It was taken over at a... |
7004 | Can I buy put options on an ADR? | [
"393083"
] | [
"Some ADRs have standardized options that trade on US exchanges. If your stock/ADR is one of those, then you find the put option through most brokerages that deal with stock options and trade the option like you would on a regular stock. If your ADR does not have standardized options, then your options will depen... |
7005 | Is there software to buy and sell stocks in real time on very small moves in price? | [
"516923",
"318833"
] | [
"I'm answering in a perspective of an End-User within the United Kingdom. Most stockbrokers won't provide Real-time information without 'Level 2' access, however this comes free for most who trade over a certain threshold. If you're like me, who trade within their ISA Holding each year, you need to look elsewhere. ... |
7006 | 83(b) and long term capital gain | [
"17795"
] | [
"You should apply for 83(b) within 30 days. 10 months is too late, sorry."
] |
7008 | Wash sales and year end tax implications | [
"30973"
] | [
"Yes, the net effect is zero. If you own zero shares by Nov 30, for example, and don't buy any more shares by 12/31, the year is done, and nothing left to account for."
] |
7009 | Set different trigger and sell price for Trailing Stop Limit | [
"125230"
] | [
"It will depend largely on your broker what type of stop and trailing stop orders they provide. Saying that, I have not come across any brokers yet that offer limit orders with trailing stop orders. Unlike a standard stop order where you can either make it a market stop order or a limit stop order, usually most br... |
7010 | Can a stop loss order be triggered by random price? | [
"288448"
] | [
"Typically this isn't a random order- having a small volume just means it's not showing on the chart, but it is a vlid price point. Same thing would've happened if it would've been a very large order that shows on the chart. Consider also that this could have been the first one of many transactions that go far belo... |
7011 | How does the Dow Jones Industrial Average (DJIA) divisor change to account for dividends? | [
"159166",
"32600"
] | [
"The methodology for divisor changes is based on splits and composition changes. Dividends are ignored by the index. Side note - this is why, in my opinion, that any discussion of the Dow's change over a long term becomes meaningless. Ignoring even a 2% per year dividend has a significant impact over many decades. ... |
7012 | I am a small retail investor. Can I invest in the Facebook IPO at the IPO price? [duplicate] | [
"239334"
] | [
"\"I have an account with ETrade. Earlier this week I got an offer to participate in the IPO proper (at the IPO price). If Charles Schwab doesn't give you the opportunity, that's a shortcoming of them as a brokerage firm; there are definitely ways for retail investors to invest in it, wise investment or no. (Okay, ... |
7014 | How good is Wall Street Survivor for learning about investing? | [
"216366",
"437327",
"432187"
] | [
"\"While I've never used Wall Street Survivor, I took a look over the marketing materials and I've seen multiple similar contests run among investment interns also just out of college. I see some good here and some bad. First off, I love interactive web-based tutorials. I've used one to learn the syntax of a new ... |
7015 | S&P reports: number of shareholders? | [
"505484"
] | [
"\"Yes these are the number of shareholders that are not held in \"\"street name\"\" plus the different brokerages that hold the shares in \"\"street name\"\". So the stat is pointless since it really only lists the few people who own the stocks outside of a brokerage account and a bunch of wall street brokers.\""... |
7016 | Offsetting capital losses against gains for stocks | [
"552255"
] | [
"The loss for B can be used to write off the gain for A. You will fill out a schedule 3 with cost base and proceeds of disposition. This will give you a $0 capital gain for the year and an amount of $5 (50% of the $10 loss) you can carry forward to offset future capital gains. You can also file a T1-a and carry ... |
702 | How do I determine if sale proceeds from an asset are taxable? | [
"414454",
"31863"
] | [
"\"If it's fully expensed, it has zero basis. Any sale is taxable, 100%. To the ordinary income / cap gain issue raised in comment - It's a cap gain, but I believe, as with real estate, special rates apply. This is where I am out of my area of expertise, and as they say - \"\"Consult a professional.\"\"\"",
"Prof... |
7020 | Definition of equity | [
"451352",
"375992"
] | [
"I was wondering why equity is reflecting ownership of the issuing entity? That is the definition of equity in this regard. My understanding is that for a stock/equity, its issuing entity is a company/firm that sells the stock/equity, while its receiving entity is an investor that buys the stock/equity Correct. eq... |
7021 | Risk tolerance as I age | [
"228488"
] | [
"You say you have 90% in stocks. I'll assume that you have the other 10% in bonds. For the sake of simplicity, I'll assume that your investments in stocks are in nice, passive indexed mutual funds and ETFs, rather than in individual stocks. A 90% allocation in stocks is considered aggressive. The problem is that if... |
7023 | how do capital gains work if you don't know the original purchase price? | [
"248021"
] | [
"\"There are two scenarios to determine the relevant date, and then a couple of options to determine the relevant price. If the stocks were purchased in your name from the start - then the relevant date is the date of the purchase. If the stocks were willed to you (i.e.: you inherited them), then the relevant date ... |
7024 | Should I use regular or adjusted close for backtesting? | [
"154525",
"459351",
"179649"
] | [
"You would have to compare your backtesting to what you will be doing in real trading, and try to have the backtesting as close to your real trading as possible. Note: you may never get the backtesting to match your real trading exactly but you need to get as close as possible. The whole purpose of backtesting is t... |
7025 | Large volume options sell | [
"300924",
"271741"
] | [
"It depends upon who the counterparty is. If the counterparty is the OCC, they would most likely call force majeure if their finances were at serious risk. They could be forced to take a loss but not to be pulled apart. Villain could always try to take the OCC to court, but then his plot would probably be exposed... |
7026 | Why call option price increases with higher volatility | [
"136805",
"490365",
"415281",
"25080",
"537854",
"412951"
] | [
"The mathematics make it easier to understand why this is the case. Using very bad shorthand, d1 and d2 are inputs into N(), and N() can be expressed as the probability of the expected value or the most probable value which in this case is the discounted expected stock price at expiration. d1 has two σs which is vo... |
7027 | Basic questions about investing in stocks | [
"173088",
"260006",
"528095",
"286296"
] | [
"\"What is a stock? A share of stock represents ownership of a portion of a corporation. In olden times, you would get a physical stock certificate (looking something like this) with your name and the number of shares on it. That certificate was the document demonstrating your ownership. Today, physical stock certi... |
7028 | Reasons for a warrant's intrinsic value and price not adding up? | [
"427726"
] | [
"While on the surface it may seem that the warrant you described is trading below intrinsic value, there are many reasons why that might not be the case. It's more likely that you are lacking information, than having identified a derivative instrument that the market has failed to reasonably price. For instance, mi... |
7029 | Can I convert spread option into regular call or put? | [
"536564",
"222498"
] | [
"Just so I'm clear- the end result is a long call, and you think the stock is going up. There is nothing wrong with that fundamentally. Be aware though: That's a negative theta trade. This means if your stock doesn't increase in price during the remaining time to expiration of your call option, the option will los... |
703 | What tax laws apply to Meetup group income? | [
"114418"
] | [
"\"In the United States tax law, a group of people who are neither an individual nor an incorporated entity is called \"\"partnership\"\". Here's the IRS page on partnerships. Income derived by such a \"\"meetup.com\"\" group is essentially a partnership income with the group members being the partners. However, a... |
7030 | What are NSCC illiquid charges? | [
"593644"
] | [
"NSCC illiquid charges are charges that apply to the trading of low-priced over-the counter (OTC) securities with low volumes. Open net buy quantity represents the total unsettled share amount per stock at any given time during a 3-day settlement cycle. Open net buy quantity must be less than 5,000,000 shares per s... |
7033 | What happens when a (Internation) Central securities depository goes bankrupt? | [
"237906"
] | [
"There is no generic answer and it would depend on case to case basis. CSD are built on strong foundation in the sense they would have very low cost base and generally would not go bankrupt. However if such a situation as CSD provide an essential role, the regulator, central bank and Government would all step in ... |
7034 | Market Close Order | [
"24537"
] | [
"\"During the day, market and limit orders are submitted at any time by market participants and there is a bid and an ask that move around over time. Trades occur whenever a market order is submitted or a limit order is submitted that at a price that matches or exceeds an existing limit order. If you submit a mar... |
7036 | Who puts out buy/sell orders during earnings reports or other scheduled relevant information? | [
"505022"
] | [
"The early bird catches the worm. The first person who makes use of the information gains! That is why hedge funds pay billions of dollars to place their routers right at the center of wall street. Moreover, the information is not always correct. The article you are reading may be a rumor spread by someone on wall ... |
7038 | How do you calculate the P/E ratio by industry? | [
"278307"
] | [
"You could sum the P/E ratio of all the companies in the industry and divide it by the number of companies to find the average P/E ratio of the industry. Average P/E ratio of industry = Sum of P/E ratio of all companies in Industry / Number of companies in industry"
] |
704 | Self employed, putting away tax money | [
"208216"
] | [
"\"Hearing somewhere is a level or two worse than \"\"my friend told me.\"\" You need to do some planning to forecast your full year income and tax bill. In general, you should be filing a quarterly form and tax payment. You'll still reconcile the year with an April filing, but if you are looking to save up to pay... |
7040 | Want to buy above market price? | [
"184390",
"331521"
] | [
"Yes, you can do this buy placing a conditional order to buy at market if the price moves to 106 or above. Once the price hits 106 your market order will hit the market and you will purchase the stock at 106 or above. You can also place a tack profit order at 107 linked to your initial conditional buy order, so tha... |
7041 | What does it mean to be “offset against taxable gains”? | [
"287923"
] | [
"\"Offset against taxable gains means that the amount - $25 million in this case - can be used to reduce another sum that the company would otherwise have to pay tax on. Suppose the company had made a profit of $100 million on some other investments. At some point, they are likely to have to pay corporation tax on ... |
7042 | Is capturing a loss a unique opportunity? | [
"207929"
] | [
"I agree, one should not let the tax tail wag the investing dog. The only question should be whether he'd buy the stock at today's price. If he wishes to own it long term, he keeps it. To take the loss this year, he'd have to sell soon, and can't buy it back for 30 days. If, for whatever reason, the stock comes ba... |
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