question_id stringlengths 1 5 | question stringlengths 14 158 | pos_item_ids listlengths 1 23 | pos_item_contents listlengths 1 23 |
|---|---|---|---|
7044 | How to value employee benefits? | [
"598241",
"224406",
"90085",
"373949"
] | [
"To fairly compare a comp-only job to a job that offers insurance, get a quote for health insurance. Call your local insurance broker and find out what it would cost. Because if you aren't getting insurance from your employer, you'll have to get it elsewhere. If you get a quote on an HSA, don't forget to add in the... |
7045 | Do technical indicators actually work while analyzing stocks? [duplicate] | [
"349822"
] | [
"\"Sure they work - right until they don't. Explanation: A stock picking strategy based on technical indicators is at worst a mix of random guessing and confirmation bias, which will \"\"work\"\" only due to luck. At best, it exploits a systematic inefficiency of the market. And any such inefficiency will automati... |
7046 | How to use a stop and limit order together? | [
"62069"
] | [
"You need to use one of each, so a single order wouldn't cover this: The stop-loss order could be placed to handle triggering a sell market order if the stock trades at $95 or lower. If you want, you could use a stop-limit order if you have an exit price in mind should the stock price drop to $95 though that requ... |
7047 | What is the different between 2 :1 split and 1:1 split | [
"433129",
"61103",
"196478"
] | [
"\"There is no such thing as a \"\"one for one\"\" split. It's either N for 1, or 1 for N in a reverse split. And for either, N can't be 1. Yes a 3:2 can happen, but I still read it as 1.5 for 1.\"",
"I'm guessing you're conflating bonus share issuance with stock split. That seems very common to me, from a qui... |
7048 | Resources on how to be a short term trader? | [
"117317",
"498323",
"563271"
] | [
"\"I commend you for your desire to be a smart and engaged investor. Regarding the other comments, yes the market is unpredictable and dangerous, but such is everything that leads to profit. I am currently reading, \"\"Advanced Options Pricing Models\"\" (Katz and McCormick) - mighy be at your local library. The b... |
7049 | Why do shareholders participate in shorting stocks? | [
"348445",
"181673",
"434224",
"247313",
"255978",
"461062",
"13240",
"511280"
] | [
"In short (pun intended), the shareholder lending the shares does not believe that the shares will fall, even though the potential investor does. The shareholder believes that the shares will rise. Because the two individuals believe that a different outcome will occur, they are able to make a trade. By using the a... |
705 | Where on schedule C should a PO Box Rental fee go? | [
"319234"
] | [
"\"Turbotax community had a similar question. They claim you just put it into \"\"Office Expense\"\". I never understood why there are so many categories when they are just summed up and subtracted from your income. How can you possibly get in trouble for putting something in a wrong column if the final tax liabil... |
7052 | Covered call and put options as separate trades | [
"136042"
] | [
"Yes, if the call expires worthless, leaving you with stock. Then you can exercise your put when the stock goes below put strike price."
] |
7053 | Do I purchase stocks or not? | [
"469100"
] | [
"You didn't give enough information. What is your goal? What is your financial situation? A discount to buy company stock can seem very tempting. I was tempted by it myself, gee, almost 20 years ago. I still own some of the stock. But I held mutual funds first. There are two disadvantages that have disuaded ... |
7054 | RSU vested recently | [
"120082"
] | [
"ML is a brokerage firm. Tell them to sell. If you can't or don't know how to do it on-line - call them and do it over the phone. Your citizenship might come in effect when tax are withheld, you need to fill form W8-BEN if you haven't done so yet. If US taxes are withheld, you can file 1040NR to request refund, or ... |
7055 | Is there a way I can get bid/ask price data on the NSE in real time? | [
"404604",
"446904",
"48493"
] | [
"Yes apply for live and dynamic data (you may have to pay for this depending on your broker and your country) and look at the market depth.",
"Quite a few Banks/brokers offer direct terminals to NSE where you can see live prices.",
"Buy Data products from NSE. You will get historical order book. The Live order ... |
7056 | If I have 10,000 stocks to sell with 23 B market cap | [
"181158",
"394454"
] | [
"\"You will almost certainly be able to sell 10,000 shares at once. The question is a matter of price. If you sell \"\"at market\"\" then you may get a lower price for each \"\"batch\"\" of the stock sold (one person buys 50, another buys 200, another buys 1000 etc) at varying prices. Will you be able to execute a ... |
7058 | Using stop-loss as risk management: Is it safe? | [
"300587",
"416007"
] | [
"A stop-loss does not guarantee a sale at the given price; it just automatically triggers an unlimited sale as soon as the market reaches the limit. Depending on the development, your sale could be right at, slightly under, or deeply under the stop-loss limit you gave - it could even be it is never executed, if the... |
706 | Switching Accountants - who does the audit review for past years? | [
"583269"
] | [
"It depends on what you paid for, but usually audit support is an unrelated engagement to the return preparation. If the accountant made a professional mistake, you can request correction and compensation from that accountant, other than that any accountant can help you with audit regardless of who prepared the ret... |
7060 | Understanding company income statements: What is a good profit margin that would make it worthwhile to invest? | [
"516797"
] | [
"\"The short answer is that it depends on the industry. In other words, margin alone - even in comparison to peers - will not be a sufficient index to track company success. I'll mention Apple quickly as a special case that has managed to charge a premium margin for a mass-market product. Few companies can achiev... |
7061 | What are some ways to mitigate the risks of covered calls? | [
"343613",
"55535"
] | [
"Two ways to mitigate this risk are to buy a put at a lower premium to the written call, or manage your trade by buying back your call if you see the underlying price going against you - a bit similar to having a stop loss.",
"If the position starts losing money as soon as it is put on, then I would close it out ... |
7062 | What does investment bank risk during IPO? | [
"243115",
"518242"
] | [
"Investment banks don't have to buy anything. If they don't think the stock is worth buying - they won't. If they think it is - others on the secondary market will probably think so too. Initial public offering is offering to the public - i.e.: theoretically anyone can participate and purchase stocks. The major inv... |
7063 | Taxes, Puts and the Wash Rule | [
"457059"
] | [
"\"There are different schools of thought. You can ask the IRS - and it would not surprise me if you got different answers on different phone calls. One interpretation is that a put is not \"\"substantially identical\"\" to the disposed stock, therefore no wash is triggered by that sale. However if that put is exer... |
7064 | How does 83b election work when paying fair market value at time of grant? | [
"409108",
"595605",
"361507"
] | [
"83(b) election requires you to pay the current taxes on the discount value. If the discount value is 0 - the taxes are also 0. Question arises - why would someone pay FMV for restricted stocks? That doesn't make sense. I would argue, as a devil's advocate, that the FMV is not really fair market value, since the re... |
7065 | Does an issue of bonus shares improve shareholder value? | [
"213927",
"258433",
"463907"
] | [
"\"It sounds like \"\"bonus shares\"\" are the same as a stock dividend. Stock dividends are equivalent to a stock split except for accounting treatment (good explanation here: http://www.accountingcoach.com/online-accounting-course/17Xpg05.html). As an investor, the only likely effect of a stock dividend is to mak... |
7067 | How to calculate 1 share movement | [
"472537",
"434904"
] | [
"The price of a share has two components: Bid: The highest price that someone who wants to buy shares is willing to pay for them. Ask: The lowest price that someone who has a share is willing to sell it for. The ask is always higher than the bid, since if they were equal the buyer and seller would have a deal, make... |
7069 | What happens when there are no Limit Orders? | [
"41468"
] | [
"The obvious thing would happen. 10 shares change owner at the price of $100. A partially still open selling order would remain. Market orders without limits means to buy or sell at the best possible or current price. However, this is not very realistic. Usually there is a spread between the bid and the ask price a... |
707 | How much house can I afford, waiting around 3 years or so | [
"102266"
] | [
"On $4K/mo gross about $1000/mo can go to the mortgage, and at today's rates, that's about $200K of mortgage the bank might lend you. Income is qualified based on gross, not net, so if $48,000/yr is wrong, please scale my guesstimate down a bit. In the end, today's rates allow a mortgage of nearly 4X one's gross i... |
7070 | ESPP taxes after relocating from Europe to the United States? | [
"183477",
"129852"
] | [
"\"I would suggest to get an authoritative response from a CPA. In any case it would be for your own benefit to have at least the first couple of years of tax returns prepared by a professional. However, from my own personal experience, in your situation the income should not be regarded as \"\"US income\"\" but ra... |
7072 | Different ways of looking at P/E Ratio vs EPS | [
"44666",
"246295",
"457485"
] | [
"\"You could not have two stocks both at $40, both with P/E 2, but one an EPS of $5 and the other $10. EPS = Earnings Per Share P/E = Price per share/Earnings Per Share So, in your example, the stock with EPS of $5 has a P/E of 8, and the stock with an EPS of $10 has a P/E of 4. So no, it's not valid way of looki... |
7075 | Putting the gordon equation into practice | [
"125940"
] | [
"The Gordon equation does not use inflation-adjusted numbers. It uses nominal returns/dividends and growth rates. It really says nothing anyone would not already know. Everyone knows that your total return equals the sum of the income return plus capital gains. Gordon simply assumes (perfectly validly) that capi... |
7076 | Correct way to amend tax return as a result of not correctly reporting gains on sale of private stock based on Installment method? | [
"554784"
] | [
"\"After much research, the answer is \"\"a\"\": recompute the tax return using the installment sales method because (1) the escrow payment was subject to \"\"substantial restrictions\"\" by virtue of the escrow being structured to pay buyer's indemnification claims and (2) the taxpayer did not correctly elect out ... |
7077 | What is the tax rate for selling stocks? | [
"367742"
] | [
"Assuming that taxes were withheld when you received the options, you would now only owe tax on the profit from the sale of the stock. The cost basis would be whatever you bought the stock for (the strike price of the options in this case), and the profit will be the total amount received from the sale minus the t... |
7078 | Do my kids need to file a tax return? | [
"175540",
"213178"
] | [
"No they do not. From form 1040 instructions, a single, non-blind dependent under age 65 must file if the following are true: You must file a return if any of the following apply. There is no return required for receipt of a gift.",
"If the gift was stock that they have owned for years there can be one hitch: Th... |
7079 | Shorting diluting stocks | [
"135798"
] | [
"\"It depends on how big the dilution is. Could be a good trade. Do the math yourself, many times nobody else has as all the employees think they are going to get rich because \"\"options\"\" :)\""
] |
708 | What are the tax implications if I do some work for a company for trade, rather than pay? | [
"128861",
"513362",
"338439"
] | [
"Such activity is normally referred to as bartering income. From the IRS site - You must include in gross income in the year of receipt the fair market value of goods or services received from bartering. Generally, you report this income on Form 1040, Schedule C (PDF), Profit or Loss from Business (Sole Proprietors... |
7081 | Short Selling Specific to India | [
"127585",
"564214",
"392037"
] | [
"\"In India the Short is what is called in other markets call as \"\"Naked Short\"\" [I think I got the right term]. It means that you can only short sell intra day and by the end of the day you have to buy back the shares [at whatever price, if you don't; the exchange will do it by force the next day]. In other ma... |
7083 | How do day-traders or frequent traders handle their taxes? | [
"252176",
"262291",
"159727"
] | [
"\"There are two ways to handle this. The first is that the better brokers, such as Charles Schwab, will produce summaries of your gains and losses (using historical cost information), as well as your trades, on a monthly and annual basis. These summaries are \"\"ready made\"\" for the IRS. More brokers will provid... |
7085 | Canadian Citizen and Non Resident for tax purposes | [
"456968"
] | [
"However, you might have to pay taxes on capital gains if these stocks were acquired during your prior residency."
] |
7087 | At Vanguard, can I transfer shares from regular investment account to a Roth IRA? | [
"169886",
"57457"
] | [
"No, IRA contributions can only be made in the form of cash (rollovers and conversions are different). You'd have to sell the investments in your taxable account, incurring capital gains or losses, then transfer the proceeds to your IRA in cash. Note that the amount you can transfer is subject to the limits on how ... |
709 | why the currency data(such as USD/JPY) is different from different source | [
"173986"
] | [
"A day is a long time and the rate is not the same all day. Some sources will report a close price that averages the bid and ask. Some sources will report a volume-weighted average. Some will report the last transaction price. Some will report a time-weighted average. Some will average the highest and lowest prices... |
7092 | How does a CFD work behind the scenes? | [
"8177"
] | [
"There are several ways that the issuers profit from CFDs. If the broker has trades on both sides (buy and sell) they can net the volumes off against each other and profit off the spread whilst using the posted margins to cover p&l from both sides. Because settlement for most securities is not on the same day that ... |
7093 | If I exercise underwater ISOs, can I claim a loss? | [
"483147",
"304918"
] | [
"\"No, because you didn't lose anything. When you exercise ISO \"\"at loss\"\" you're buying stock without a discount, that's it.\"",
"If you do this, you own a stock worth $1, with a basis of $2. The loss doesn't get realized until the shares are sold. Of course, we hope you see the stock increase above that pri... |
7094 | Executing a stop loss at the purchase price? | [
"71873"
] | [
"You will lose out on your spread, you always pay a spread. Also, if you are looking at a strategy for using stop losses, try taking into account the support lines if you are going long. So, if the stock is on an upward trend but is dropping back from profit taking, your best best is to take a position closest to t... |
7095 | Stocks: do Good Till Cancelled orders get executed during after hours? | [
"24459",
"334577",
"21167"
] | [
"\"You'd have to check the rules for your broker to make sure that the term is being used in its usual sense, but the typical answer to your question is \"\"no.\"\" A GTC will execute during market hours. You would need to explicitly specify extended hours if you want to execute outside of market hours (which you... |
7097 | How to automate the tracking of ratios and other values for a set of stocks or ETFs? | [
"588311"
] | [
"Spreadsheets need not be static, they can pull data from the web. This article describes the method you seek."
] |
71 | Can a business refuse to take credit cards? | [
"372052"
] | [
"Businesses are free to decide what payment methods they accept for their goods and services. Businesses sometimes advertise what credit cards they accept by posting some stickers at their door. When your credit card isn't among them and you don't have enough cash with you, ask about your card before you order. If ... |
7102 | What name is given to a value such as this? | [
"592914"
] | [
"\"This is called \"\"change\"\" or \"\"movement\"\" - the change (in points or percentage) from the last closing value. You can read more about the ticker tape on Investopedia, the format you're referring to comes from there.\""
] |
7103 | May I Invest as a non accredited investor? | [
"519038",
"108039"
] | [
"Does me holding stock in the company make me an accredited investor with this company in particular? No. But maybe the site will let you trade it your shares to another accredited investor. Just ask, if the site operators have a securities lawyer they should be able to accomodate",
"Without knowing the specific... |
7104 | What does “issued XXX and YYY shares” mean? | [
"297032"
] | [
"authorized 100,000,000 shares They cannot issue shares more than that so 102M isn't possible. Common stock - $.01 par value, authorized 100,000,000 shares, issued 51,970,721 and 51,575,743 shares If you look at the right 2 columns it become clear what it means. You missed the $ symbol and on the top (In thousa... |
7108 | Does Robinhood calculate fees and taxes over the total gain/loss or per-transaction? | [
"583626"
] | [
"I don't see a tag for United States, so I'm having to assume this is US taxes. It doesn't matter what app you use, IRS trades are all calculated the same. First, you have to report each trade on a 8949 and from that the totals go into a schedule D. Short term trades are stocks that you've kept exactly one year o... |
7111 | What can I do to remedy ISA cash/shares transfer latency? | [
"89216"
] | [
"\"One possibility you may consider is to keep all of your funds in the stocks and shares ISA while investing that proportion you wish to keep in cash into a tradeable \"\"Money Market\"\" ETF. A Money Market ETF will give you rates comparable to interest rates on cash and at the same time it will give you \"\"inst... |
7113 | How to deal with activist targeting of individual stocks? | [
"257835"
] | [
"The easiest way to deal with risks for individual stocks is to diversify. I do most of my investing in broad market index funds, particularly the S&P 500. I don't generally hold individual stocks long, but I do buy options when I think there are price moves that aren't supported by the fundamentals of a stock. Al... |
7114 | Hdgs to be removed from the S&P/ASX Indices | [
"313855"
] | [
"As I said in the comments, from the SMH article, you will get $3.30 per share you hold in Wotif. The bit about Wotif veing replaced in the S&P ASX200 index by another company has no impact on your shares in Wotif. It just means that the index (the amalgamation of 200 companies) will have one drop out (Wotif) and a... |
7115 | Definition of “U.S. source” for US non-resident alien capital gains tax | [
"43508"
] | [
"\"The examples you provide in the question are completely irrelevant. It doesn't matter where the brokerage is or where is the company you own stocks in. For a fairly standard case of an non-resident alien international student living full time in the US - your capital gains are US sourced. Let me quote the follow... |
7116 | Short or Long Term Capital Gains for Multiple Investments | [
"456749",
"262591"
] | [
"The default is FIFO: first in - first out. Unless you specifically instruct the brokerage otherwise, they'll report that the lot you've sold is of Jan 5, 2011. Note, that before 2011, they didn't have to report the cost basis to the IRS, and it would be up to you to calculate the cost basis at tax time, but that h... |
7117 | question about short selling stocks | [
"309758",
"344076",
"193502"
] | [
"If you had an agreement with your friend such that you could bring back a substantially similar car, you could sell the car and return a different one to him. The nature of shares of stock is that, within the specified class, they are the same. It's a fungible commodity like one pound of sand or a dollar bill. ... |
7118 | Market makers role | [
"7561"
] | [
"The role of the market maker is to make sure there is a bid and ask on a particular stock. That's it. The market maker ensures that there is a price at which you can buy and a price at which you can sell immediately, but these are not necessarily the best prices. The majority of trades do not involve market mak... |
712 | Ghana scam and direct deposit scam? | [
"212810",
"580479",
"527433",
"28356",
"97582",
"129965",
"273307",
"101358"
] | [
"Of course, it is a scam. Regardless of how the scam might work, you already know that the person on the other end is lying, and you also know that people in trouble don't contact perfect strangers out of the blue by e-mail for help, nor do they call up random phone numbers looking for help. Scammers prey on the g... |
7120 | Choosing which ESPP stocks to sell? | [
"162804"
] | [
"the difference would be taxes... Lets say you have two lots, one with a 10 dollar gain, and one with a 20 dollar gain. And lets say you decide to sell one lot this year, and the other lot in 10 years. AND, lets say that it turns out the stock price is exactly the same in ten years as it is when you sell the fir... |
7122 | How does conversion of Secured Convertible Notes work? | [
"291548"
] | [
"Let's assume that the bonds have a par value of $1,000. If conversion happens, then one bond would be converted into 500 shares. The price in the market is unimportant. Regardless of the share price in the market, the income per share would be increased by the absence of $70 in interest expense. It would be de... |
7123 | What are the tax implications of exercising options early? | [
"18671",
"212025"
] | [
"Despite a fair number of views, no one besides @mbhunter answered, so I'll gather the findings of my own research here. Hopefully, this will help others in similar situations. If you spot any errors, please let me know!",
"The difference is whether your options qualify as incentive stock options (ISOs), or wheth... |
7126 | Death and Capital Gains Taxes (United States) | [
"463219",
"466145"
] | [
"My understanding is that when you die, the stocks are sold and then the money is given to the beneficiary or the stock is repurchased in the beneficiaries name. This is wrong, and the conclusion you draw from michael's otherwise correct answer follows your false assumption. You seem to understand the Estate T... |
7128 | Is owning ADR share for a good idea for long term investor | [
"268205"
] | [
"Usually the ADR fee comes out of dividend payments and is modest. The ADR that I am most familiar with (Vodafone - VOD) pays dividends twice a year and deducts either $0.02 or $0.01 per share. IMO, the ADR fee is not really a material factor. ADRs do have some disadvantages though:"
] |
7130 | Buying & Selling Call Options | [
"163034",
"485424"
] | [
"You're correct. If you have no option position at execution then you carry no risk. Your risk is only based on the net number of options you're holding at execution. This is handled by your broker or clearinghouse. Pretend that you wrote 1000 options, (you're short the call) then you bought 1000 of the same option... |
7131 | Are assets lost in a bankruptcy valued at the time of loss, or according to current value? | [
"15606"
] | [
"You are not the person or entity against whom the crime was committed, so the Casualty Loss (theft) deduction doesn't apply here. You should report this as a Capital Loss, the same way all of the Enron shareholders did in their 2001 tax returns. Your cost basis is whatever you originally paid for the shares. The f... |
7132 | When buying a call option, is the financial stability of the option writer relevant? | [
"376136",
"31587"
] | [
"In the case of regulated, exchange-traded options, the writer of an options contract is obliged to maintain a margin with their broker, and the broker is obliged to maintain a margin with the clearing house. (Institutional writers of options will deal directly with the clearing house.) In the event that the write... |
7133 | How can I get the most value from my employer's ESPP? | [
"121480",
"361345",
"212470"
] | [
"A 15% discount is a 17.6% return. (100/85 = 1.176). For a holding period that's an average 15.5 days, a half month. It would be silly to compound this over a year as the numbers are limited. The safest way to do this is to sell the day you are permitted. In effect, you are betting, 12 times a year, that the stock... |
7134 | How to exercise options when you they're worth more money than you have? [duplicate] | [
"383328"
] | [
"The fact that the option is deep in the money will be reflected in the market price of the option so you can just sell it at a profit. If there's a (n almost) guaranteed profit to be had, however, you can always find someone who will lend you the money to cover the exercise... they'll charge you interest, however!... |
7135 | Understanding Put Options | [
"594303"
] | [
"Options, both puts and calls, are typically written/sold at different strike prices. For example, even though the stock of XYZ is currently trading at $12.50, there could be put options for prices ranging from $0.50 to $30.00, just as an example. There are several factors that go into determining the strike prices... |
7136 | US: Basics of taxation of stocks | [
"553253"
] | [
"E.g. I buy 1 stock unit for $100.00 and sell it later for $150.00 => income taxes arise. Correct. You pay tax on your gains, i.e.: the different between net proceeds and gross costs (proceeds sans fees, acquisition costs including fees). I buy 1 stock unit for $150.00 and sell it later for $100.00 => no income tax... |
7137 | Why people still look for “naked” short-sellng stocks instead of short selling CFDs | [
"549895"
] | [
"Investopedia has a nice article on this here The Key benefit looks like better returns with lower capital. The disadvantage is few brokers offering that can be trusted. Potentially lower return due to margins / spreads. Higher leverage and can become an issue."
] |
7138 | Should I buy stocks of my current employer because of its high dividend yield? | [
"409039",
"553331",
"284982",
"420097"
] | [
"Generally, it is considered a bad idea to put significant parts of your money in your own employer's stock, no matter how great the company looks right now. The reason is the old 'don't put all your eggs in one basket'. If there is ever a serious issue with your company, and you lose your job because they go down ... |
7139 | How can I verify that a broker I found online is legitimate? | [
"123418",
"511072",
"391655"
] | [
"\"(I answered a similar question before.) Essentially, you shouldn't trust a site you find on the Internet merely because it looks professional and real. Before signing up with any new service provider you found online, you should verify the authenticity of both the organization itself and their web site address.... |
714 | Can anybody explain the terms “levered beta riders”, “equity long-short” and “the quant process driven discipline” for me, please? | [
"597679",
"463328"
] | [
"\"Leverage here is referring to \"\"financial leverage\"\". This is the practice of \"\"levering\"\" [ie increasing, like the use of a lever to increase the amount of weight you can lift] the value of your investment by taking on debt. For example: if you have 100k in cash, you can buy a 100k rental property. Ass... |
7140 | Wash sale rule + Mutual Funds/ETFs? | [
"261965"
] | [
"I think the IRS doc you want is http://www.irs.gov/publications/p550/ch04.html#en_US_2010_publink100010601 I believe the answers are:"
] |
7142 | Can an ETF perform differently than its holdings? | [
"144033"
] | [
"The Creation/Redemption mechanism is how shares of an ETF are created or redeemed as needed and thus is where there can be differences in what the value of the holdings can be versus the trading price. If the ETF is thinly traded, then the difference could be big as more volume would be where the mechanism could k... |
7143 | Ownership in company and rounds of investment | [
"319477"
] | [
"Say the company has created 500 shares [or whatever number]. You have 10 shares [equivalent of 2%]. Now when new capital is needed, generally more shares are created. Say they create 100 more shares and sell it to venture capital to raise funds. After this happens; Total Shares: 500+100 = 600 You own: 10 shares Yo... |
7144 | Are stocks always able to be bought and sold at market price? | [
"434596",
"211441",
"507357",
"581579",
"538743"
] | [
"In general stock markets are very similar to that, however, you can also put in limit orders to say that you will only buy or sell at a given price. These sit in the market for a specified length of time and will be executed when an order arrives that matches the price (or better). Traders who set limit orders are... |
7146 | Vanguard Target Retirement Fund vs. Similar ETF Distribution (w/ REIT) | [
"252918",
"466403",
"586756"
] | [
"\"Target Date Funds automatically change their diversification balance over time, rebalancing and reassigning new contributions to become progressively more protective of what you've already earned. (As opposed to other funds which continue to maintain the same balance of investments until you explicitly move the ... |
7148 | Are wash sale rules different for stocks and ETFs / Mutual Funds? | [
"590010",
"275340",
"261902"
] | [
"What JoeTaxpayer means is that you can sell one ETF and buy another that will perform substantially the same during the 30 day wash sale period without being considered substantially the same from a wash sale perspective more easily than you could with an individual stock. For example, you could sell an S&P 500 in... |
7149 | Capital gains on no-dividend stocks - a theoretical question | [
"186849",
"542764",
"366128",
"419697"
] | [
"Stock prices are set by the market - supply and demand. See Apple for example, which is exactly the company you described: tons of earnings, zero dividends. The stock price goes up and down depending on what happens with the company and how investors feel about it, and it can happen that the total value of the out... |
7151 | Stocks and Bankruptcy | [
"235910",
"341293"
] | [
"As Mhoran said, the risks of buying a bankrupt company are huge, and even successful bankruptcy turnarounds don't involve keeping the same stock. For instance, the GM bankruptcy was resolved by the company more or less selling all its valuable assets (brands, factories, inventory) to a new version of itself, using... |
7152 | Value of a call option spread | [
"22916",
"140629",
"232012",
"580400"
] | [
"On expiry, with the underlying share price at $46, we have : You ask : How come they substract 600-100. Why ? Because you have sold the $45 call to open you position, you must now buy it back to close your position. This will cost you $100, so you are debited for $100 and this debit is being represented as a neg... |
7153 | What is insider trading exactly? | [
"551766",
"397450",
"197443",
"139920"
] | [
"Insider trading is any trading done on material non-public information relating to an instrument. If my sister, who works for a drugs testing company, tells me that stage 3 trials of a drug look like they will fail and I trade on that information (probably by shorting a company's stock) that is insider trading. I... |
7154 | Tax Efficiency with Index Investing | [
"161019"
] | [
"Your tax efficient reasoning is solid for where you want to distribute your assets. ETFs are often more tax efficient than their equivalent mutual funds but the exact differences would depend on the comparison between the fund and ETF you were considering. The one exception to this rule is Vanguard funds and ETFs ... |
7157 | Can a put option and call option be exercised for the same stock with different strike prices? | [
"37152",
"89484"
] | [
"\"What you did is called a \"\"strangle.\"\" It's rather unlikely that both will be exercised on the same day. But yes, it can happen. That is if the market is very volatile on a given day, so that the stock hits 13 in the morning, the put gets exercised, and then hits 15 later in the day, so the call gets exerci... |
7158 | Where can I find a list of all reverse listings on European stock exchanges for a specific period? | [
"390881"
] | [
"I found the zephyr database, which does the job. Nonetheless if someone knows other (open) sources, be welcome to answer."
] |
7159 | What's the benefit of buying shares in a wholly owned subsidiary if you own parent company stock? | [
"13149"
] | [
"The parent company is likely to own other assets, which can be badly performing. Spinoffs are typically the better performers. There are also other factors, for example certain big funds cannot invest in sectors like tobacco or defense and for conglomerates it makes sense to spin those assets off to attract a wide... |
716 | The formula equivalent of EBITDA for personal finance? | [
"477434"
] | [
"This should not be taken to be financial advice or guidance. My opinions are my own and do not represent professional advice or consultation on my part or that my employer. Now that we have that clear... Your idea is a very good one. I'm not sure about the benefits of a EBITDA for personal financial planning (or ... |
7160 | What is Fibonacci values? | [
"373237",
"24191"
] | [
"Usually when a stock is up-trending or down-trending the price does not go up or down in a straight line. In an uptrend the price may go up over a couple of days then it could go down the next day or two, but the general direction would be up over the medium term. The opposite for a downtrend. So if the stock has ... |
7162 | Should I exclude bonds from our retirement investment portfolio if our time horizon is still long enough? | [
"418528",
"500986",
"543619"
] | [
"\"Having cash and bonds in your portfolio isn't just about balancing out the risk and volatility inherent in equities. Consider: If you are 100% invested in equities and the market declines by 30%, you'll be hard pressed to come up with additional money to \"\"buy low\"\". You'll miss out on the rebalancing bonus.... |
7163 | How can I trade in U.S stock exchange living in India by choosing the broker in U.S? | [
"113644",
"47579",
"381195"
] | [
"OptionsXpress includes India in the list of countries where is possible to open an international account to invest in the US Stock Market. They just merged with Charles Schwab and they have a nice online trading platform. Stocks and ETFs are little bit pricey.. Get in touch with them to get more information.",
"... |
7164 | Where do stock traders get realtime updates on Fed announcements? Is there a feed I could scrape? | [
"454086",
"577075"
] | [
"Tthe easiest place to see Fed announcements as soon as they're published is the Federal Reserve itself. If you want the information as soon as it's made publicly available, scrape the Federal Reserve press releases. I assume you're most interested in the announcements after the FOMC meetings, so you might want to ... |
7165 | Are there any investment strategies which take advantage of an in-the-money option price that incorporates no “time value”? | [
"305770",
"300104",
"136520"
] | [
"Options can have a negligible time premium. For American1 calls the time premium is never negative. If it had a negative premium it would be profitable to exercise it immediately. A deep in the money call has a delta of exactly one. That is, it's price movements completely mirror the price movements of the underly... |
7167 | If I get cash compensation for my stocks (following a merger for example) does that qualify for capital gains tax? | [
"267067"
] | [
"In the US this is considered a sale, and the proceeds will be taxed as if you've sold the stocks in any other way. The decision about the treatment (capital, ordinary, etc) is dependent on what kind of stock that is, how you acquired it, how long have you held it, etc. If it is a regular stock that you bought as a... |
7168 | How does one typically exit (close out) a large, in-the-money long put option position? | [
"123320",
"189858",
"316037"
] | [
"\"The question is, how do I exit? I can't really sell the puts because there isn't enough open interest in them now that they are so far out of the money. I have about $150K of funds outside of this position that I could use, but I'm confused by the rules of exercising a put. Do I have to start shorting the st... |
7170 | What am I actually buying when trading in CFDs | [
"144886",
"568067",
"173846"
] | [
"The economic effect of a CFD from your point of view is very close to the effect of owning the stock. If the stock goes up, you make money. If it goes down you lose money. If it pays a dividend, you get that dividend. You'll typically pay commission for buying and selling the CFDs in a similar way to the commissio... |
7171 | Can I trade more than 4 stocks per week equally split between two brokers without “pattern day trading” problems? | [
"333508",
"109316"
] | [
"Yes, this is a way to avoid the pattern day trader regulation. The only downside being that your broker will have different commission rates and your capital will be split amongst several places.",
"No, if your brokers find out about this, even though it is unlikely, you will be identified as a pattern day trade... |
7172 | Can written options be exercised against you prior to expiry when they become “in-the-money”? | [
"477588"
] | [
"\"Yes, if it's an American style option. American style options may be exercised at any time prior to expiration (even if they're not in-the-money). Generally, you are required to deliver or accept delivery of the underlying by the beginning of the next trading day. If you are short, you may be chosen by the clear... |
7173 | how can a US citizen buy foreign stocks? | [
"597519",
"447303"
] | [
"it looks like using an ADR is the way to go here. michelin has an ADR listed OTC as MGDDY. since it is an ADR it is technically a US company that just happens to be a shell company holding only shares of michelin. as such, there should not be any odd tax or currency implications. while it is an OTC stock, it shou... |
7174 | Advantages/disadvantages of buying stocks on dips vs buying outright? | [
"572622",
"229364"
] | [
"If your stock is rising and you want to buy on a dip, the best way to do this is by looking at the chart and incorporating simple Technical Analysis techniques. Firstly, an uptrend is defined as a price chart with higher highs and higher lowers. If you get a lower high or a lower low (or both), it could be the end... |
7177 | How are long term capital gains taxes calculated? | [
"216827",
"512253"
] | [
"You pay taxes on capital gains when you realize your gains by selling the investment property. Also, in the US, taxes on capital gains are computed at special rates depending on your current income level, and so when you realize your gains two years from now, you will pay taxes on the gains at the special rate th... |
7179 | If I have $1000 to invest in penny stocks online, should I diversify risk and invest in many of them or should I invest in just in one? | [
"565181",
"51046",
"208898",
"425293",
"588384"
] | [
"I am voting you up because this is a legitimate question with a correct possible answer. Yes, you shouldn't buy penny stocks, yes you shouldn't speculate, yes people will be jealous that you have money to burn. Your question: how to maximize expected return. There are several definitions of return and the correct ... |
718 | What's the least risky investment for people in Europe? | [
"285185",
"280204"
] | [
"\"First of all, congratulations on saving some money. So many people these days do not even get that far. As far as investments, what is best for you depends heavily on your: Here is a quick summary of types of assets that are likely available to you, and my thoughts on why they may or may not be a good fit for yo... |
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