question_id stringlengths 1 5 | question stringlengths 14 158 | pos_item_ids listlengths 1 23 | pos_item_contents listlengths 1 23 |
|---|---|---|---|
7324 | Is it easier for brokers to find shares to short in premarket? | [
"181238",
"448952"
] | [
"\"The shares available to short are a portion of those shares held by the longs. This number is actually much easier to determine outside of active trading hours, but either way doesn't really impact the matter at hand since computers are pretty good at counting things. If your broker is putting up obstacles to yo... |
7325 | Will capital gains affect my tax bracket? | [
"395686",
"558867"
] | [
"I think you're misunderstanding how tax brackets work. If you make $1 more and that bumps you into a higher bracket, only THAT particular dollar will be taxed at the higher tax bracket rate... Not your entire income. Short term capital gains are treated as income. Long term capital gains have a special tax rate ... |
7327 | Taking Losses To Save On Tax | [
"173133",
"581780",
"550468"
] | [
"Tax questions require that you specify a jurisdiction. Assuming that this is the US, you owe Federal income tax (at the special long-term capital gains tax rate) on the net long-term capital gains (total long-term capital gains minus total long-term capital losses) and so, yes, if these two were your only transac... |
7328 | Online resource to get expense ratios for mutual funds, index funds & ETFs? | [
"387980"
] | [
"\"If you want the answer from the horse's mouth, go to the website of the ETF or mutual find, and the expense ratio will be listed there, both on the \"\"Important Information\"\" part of the front page, as well as in the .pdf file that you click on to download the Prospectus. Oh wait, you don't want to go the fu... |
733 | Online accounting with Stripe/PayPal transactions | [
"202776"
] | [
"\"Crickets here, so I'll respond with what I ended up doing. At the end of each month, I download transaction data from each of Stripe and PayPal. For each, I do the following: So it is just six entries in Wave per month plus a little spreadsheet manipulation to determine revenues and fees. Takes about 10 minute... |
7330 | Understanding about Williams' Alligator Indicator? | [
"76063"
] | [
"Is that indicator can only be used for short-term trade? First of all, indicator works perfect during trends and oscillator works perfectly in the range market(or flat market). So, indicator can be used for long term, as well as short term. I mean if it is a range market, using this or any other indicator will not... |
7331 | Why do stocks gap up after a buyout is announced? | [
"169561",
"226243"
] | [
"The price gaps up because the offer is for a price above the current price. Therefore people want to buy now before the price jumps to the offer level. Of course it does depend on the tone of the announcement, which party is making the announcement, and are they announcing an offer or a deal. If the price is $10,... |
7332 | What are dividends, when are they paid, and how do they affect my position? | [
"3118",
"549528",
"51602"
] | [
"Dividends are normally paid in cash, so don't generally affect your portfolio aside from a slight increase to 'cash'. You get a check for them, or your broker would deposit the funds into a money-market account for you. There is sometimes an option to re-invest dividends, See Westyfresh's answer regarding Divide... |
7333 | Why the need for human brokers while there are computers? | [
"257656"
] | [
"There are still human brokers on the floor primarily due to tradition. Their numbers have certainly dwindled, however, and it's reasonable to expect the number of floor traders to decrease even more as electronic trading continues to grow. A key reason for human brokers, however, is due to privacy. Certain private... |
7334 | About dividend percentage | [
"215486"
] | [
"Dividend prices are per share, so the amount that you get for a dividend is determined by the number of shares that you own and the amount of the dividend per share. That's all. People like to look at dividend yield because it lets them compare different investments; that's done by dividing the dividend by the val... |
7335 | Is there a standard for naming stocks exchanges? Is there a list of abbreviated names? | [
"60314"
] | [
"Wikipedia is your friend: http://en.wikipedia.org/wiki/List_of_stock_exchanges"
] |
7336 | Single investment across multiple accounts… good, bad, indifferent? | [
"336394",
"48566",
"508185"
] | [
"The main restrictions you see with IRA's involve contributions, and not the actual investments themselves. I would be indifferent to having a single investment across multiple accounts. It might be a bit trickier to manage, especially if your strategy involves some specific asset allocation. Other than account man... |
7337 | Shorting versus selling to hedge risk | [
"564611",
"568299",
"549306",
"278729"
] | [
"The point of short-selling as a separate instrument is that you can you do it when you can't sell the underlying asset... usually because you don't actually own any of it and in fact believe that it will go down. Shorting allows you to profit from a falling price. Another (non-speculative) possibility is that you ... |
7338 | Is it possible to trade CFD without leverage? | [
"375302",
"325787",
"26629",
"31665"
] | [
"Generally not, however some brokers may allow it. My previous CFD Broker - CMC Markets, used to allow you to adjust the leverage from the maximum allowed for that stock (say 5%) to 100% of your own money before you place a trade. So obviously if you set it at 100% you pay no interest on holding open long positions... |
7339 | How do share buybacks work? | [
"141141",
"475019"
] | [
"\"Something to note is that when a company announces a share buyback program there is usually a time frame and amount of shares that are important details as it isn't like the company will make one big buy back of stock generally. Rather it may take months or even years as noted in the Wikipedia article about sha... |
734 | How to handle taxes related to affiliate marketing? | [
"77990"
] | [
"Is it right that I request form W-9 or form W-8BEN (for non U.S. citizens) from the affiliate users before sending them payments? Not just OK. Required. I know that I have to send form 1099, but I don't know where does this form should go to. Should I send it to the IRS or the affiliate user or both? Both. T... |
7340 | Exercise a put option when shorting is not possible | [
"334473",
"63301"
] | [
"You can buy a put and exercise it. The ideal option in this case will have little time premium left and very near the money. Who lent you the shares? The person that sold you the option! In reality, when you exercise, assignment can be random, but everything is [supposedly] accounted for as the option seller had ... |
7341 | Where is my dividend? | [
"518393"
] | [
"Your dividend should show up in one of a few methods: (1) Cash in your trading account (2) A check mailed to you (3) A deposit to a linked bank account (4) As additional new shares in the stock, as the result of a DRIP setup."
] |
7342 | What are “trailing 12-month total returns”? | [
"573928",
"143302"
] | [
"( t2 / t1 ) - 1 Where t2 is the value today, t1 is the value 12 months ago. Be sure to include dividend payments, if there were any, to t2. That will give you total return over 12 months.",
"\"Total Return is the percent change in value (including andy dividends) of an instrument. The \"\"trailing 12-month\"\... |
7343 | Using Euros to buy and sell NASDAQ stocks | [
"161966",
"478065",
"322771"
] | [
"Does the Spanish market, or any other market in euroland, have the equivalent of ETF's? If so there ought to be one that is based on something like the US S&P500 or Russell 3000. Otherwise you might check for local offices of large mutual fund companies such as Vanguard, Schwab etc to see it they have funds for s... |
7348 | Pros and cons of bond ETF versus traditional bond mutual fund? | [
"138383"
] | [
"Bond ETFs are just another way to buy a bond mutual fund. An ETF lets you trade mutual fund shares the way you trade stocks, in small share-size increments. The content of this answer applies equally to both stock and bond funds. If you are intending to buy and hold these securities, your main concerns should be... |
735 | How does per-annum depreciation for taxes work after the first year of depreciation? | [
"284121"
] | [
"The first method is the correct one. You bought an asset worth of $1000 and you put it on your depreciation schedule. What it means is that you get to write off the $1000 over a certain period of time (and not at once, as you do with expenses). But the value you're writing off is the $1000 regardless of how much y... |
7350 | Estimating the impact of tax-loss harvesting | [
"81353"
] | [
"When you sell a stock that you own, you realize gains, or losses. Short-term gains, realized within a year of buying and selling an asset, are taxed at your maximum (or marginal) tax rate. Long term-gains, realized after a year, are taxed at a lower, preferential rate. The first thing to consider is losses. Losses... |
7351 | How does one interpret financial data for stocks listed on multiple exchanges? | [
"70096"
] | [
"First and foremost you need to be aware of what you are comparing. In this case, HSBC as traded on the NYSE exchange is not common shares, but an ADR (American Depository Receipt) with a 5:1 ratio from the actual shares. So for most intents and purposes owning one ADR is like owning five common shares. But for spe... |
7352 | Relationship between liquidity and an efficient market | [
"510328"
] | [
"\"Liquidity is highly correlated to efficiency primarily because if an asset's price is not sampled during the time of a trade, it's price is unknown therefore inefficient. Past prices can be referenced, but they are not the price of the present. Prices of substitutes are even worse. SPY is extremely efficient f... |
7353 | Can I withdraw unsettled funds? | [
"336399"
] | [
"Yes, via a margin account, one can trade or transfer on unsettled funds. These are tight regulations that begin with the Federal Reserve, extend to FINRA, and downward. In a cash account, this is not possible. Since speed is a necessity, a margin account can actually be approved nearly instantly."
] |
7354 | What is the opposite of a hedge? | [
"536043",
"435855",
"234935",
"407941",
"121920"
] | [
"The opposite of a hedge is leverage (aka gearing). A hedge is where you spend money to reduce your exposure. Leverage is where you spend money to increase your exposure. Spread bets are a form of leverage - that's what makes them such an effective way to lose all your money, quickly.",
"The opposite of a hedge i... |
7355 | At what price are dividends re-invested? | [
"263088",
"365627"
] | [
"Keep in mind the ex-dividend date is different from the payable date (the day the dividend is paid). That means the market price will already have adjusted lower due to the dividend. Short answer: you get the lower price when reinvesting. So here's Vanguard's policy, it should be similar to most brokers: When rein... |
7356 | What's the justification for the DJIA being share-price weighted? | [
"326125"
] | [
"The share-price weighting of the DJIA is a historical artifact. The DJIA remains share-price weighted today because that's the way it has always been done, and we're talking about an index with more than a hundred years' history. The DJIA was first calculated on May 26, 1896. Perhaps, back then, price-weighting ... |
7357 | What will happen when a bid price is higher than an ask price? | [
"396844",
"392876"
] | [
"It depends on the sequence in which the order [bid and ask] were placed. Please read the below question to understand how the order are matched. How do exchanges match limit orders?",
"The situation you're proposing is an over-simplification that wouldn't occur in practice. Orders occur in a sequence over time. ... |
7359 | How can foreign investor (residing outside US) invest in US company stocks? | [
"566028",
"458231",
"18349"
] | [
"As other people have said they should register with a broker in the country they reside in that can deal in US stocks, then fill out a W8-BEN form. I have personally done this as I am from the Uk, it's not a very complicated process. I would assume that most US brokers don't allow foreign customers due to the pers... |
736 | How to categorize shared income? | [
"396056"
] | [
"My company did not have income of $1000 and have a $500 expense Why not? Your company received $1000 from you, and based on its agreement with the other company - transferred out half of it. How does it not translate to having $1000 income and $500 expense? When I run a report I want to see that my business has $5... |
7362 | What happens to the put option (longer expiration) of a collar if the call gets assigned? | [
"397166"
] | [
"The put will expire and you will need to purchase a new one. My advise will be that the best thing is to sell more calls so your delta from the short call will be similr to the delta from the equity holding."
] |
7363 | How splits and dividends affect option prices | [
"453582"
] | [
"\"Investopedia explains how a stock split impacts the stock's options: Each option contract is typically in control of 100 shares of an underlying security at a predetermined strike price. To find the new coverage of the option, take the split ratio and multiply by the old coverage (normally 100 shares). To find t... |
7364 | On what dates do the U.S. and Canada release their respective federal budgets? | [
"500813",
"243995",
"473925"
] | [
"In the US there is no set date. If all goes well there are multiple dates of importance. If it doesn't go well the budget process also may include continuing resolutions, shutdowns, and sequestrations.",
"Canada does not have a set date on which a (Federal) budget plan is unveiled. In 2011 it was June 6th. In 20... |
7365 | Which is the most liquid market for trading? | [
"43547",
"467352"
] | [
"I would rate index futures, in particular the US index futures (e.g. the S&P 500 future) as the most liquid markets after the forex markets.",
"Depends on how you measure liquidity. There's papers out there that approach this very question. Measured in order book spreads for a consolidated $100m trade, I'd say ... |
7366 | Buying an option in the money, at the money, or out of the money | [
"310837",
"168705",
"590561"
] | [
"\"I look for buying a call option only at the money, but first understand the background above: Let's suppose X stock is being traded by $10.00 and it's January The call option is being traded by $0.20 with strike $11.00 for February. (I always look for 2% prize or more) I buy 100 stocks by $10.00 each and sell th... |
7369 | Are founders of a company paid dividends? | [
"183100"
] | [
"Depends on if the stock pays a dividend or not. Some companies in their early years may choose to not pay dividends. Your calculations are off as the dividend stated is annual that you'd have to divide by 4 to get what the quarterly amount would be and there can be variances as Ellison's compensation package may w... |
7370 | What kind of technical analysis and indicators available for mutual fund navs | [
"281763"
] | [
"A general mutual fund's exact holdings are not known on a day-to-day basis, and so technical tools must work with inexact data. Furthermore, the mutual fund shares' NAV depends on lots of different shares that it holds, and the results of the kinds of analyses that one can do for a single stock must be commingled... |
7371 | How to safely exit a falling security? | [
"221869"
] | [
"\"If the stock is below its purchase price, there is no way to exit the position immediately without taking losses. Since presumably you had Good Reasons for buying that stock that haven't changed overnight, what you should probably do is just hold it and wait for the stock to come back up. Otherwise you're puttin... |
7373 | Can anyone help me figure out what my monthly take-home salary will be? | [
"161632"
] | [
"\"If you are not taking any of the options in the Flexible Benefit Plan, then everything is taxable. Check about \"\"Retirals\"\", the practise differs from organization to organization. Some pay it out annually and some only pay on completion of certain duration on exit. So Deduct 47K from 7 lacs. Gross of around... |
7374 | Are BID and ASK the minimum and maximum? | [
"317148"
] | [
"So in your screenshot, someone or some group of someones is willing to buy 3,000 shares at $3.45, and someone or some group of someones is willing to sell 2,000 shares at 3.88. Without getting in to the specific mechanics, you can place a market buy order for 10 (or whatever number) shares and it will probably tra... |
7375 | Should I sell my stocks to reduce my debt? | [
"523540",
"50964",
"330223",
"53047",
"581399",
"396525"
] | [
"Simply put, the interest you're paying on your loans is eating into any gains you have in the stock market. So, figure out how much you're paying in interest and consider the feasibility of paying off some of the loan. Also figure in if you would be selling the stock at a profit or a loss. Generally speaking, ... |
7376 | Investments - Huge drop in bid price versus last close | [
"382067"
] | [
"Depends on when you are seeing these bids & asks-- off hours, many market makers pull their bid & ask prices entirely. In a lightly traded stock there may just be no market except during the regular trading day."
] |
738 | How prudent would it be to invest (stocks/equity) in businesses that are based on Cash transactions? | [
"341119",
"424439"
] | [
"If they're hiding their profits from the government, what makes you think they wouldn't hide their profits from their shareholders?",
"Every listed company needs to maintain book of accounts, when you are investing in companies you would have to look at what is stated in the books and along with other info decid... |
7382 | DJIA components multipliers | [
"176070"
] | [
"You can create something like that by: You'll have to determine the PE ratio manually from the financial statements. To get the PE ratio for each company, you can try the Edgar database, though I doubt it goes as far back as 1950. This blog has a graph of the DJIA PE ratio from 1929 - 2009."
] |
7383 | What is the “Short sale circuit breaker rule”? | [
"273937"
] | [
"\"Summary: The phrase \"\"short sale circuit breaker\"\" rule normally refers to the SEC's recent adoption of a new version of the uptick rule. The new uptick rule triggers a ban on short selling when the stock drops a certain amount. The SEC defines the process like this: The \"\"circuit breaker\"\" is triggered ... |
7384 | What are the tax implications of dividends that I receive from stocks (equity) that I hold? | [
"553332"
] | [
"Note the above is only for shares. There are different rules for other assets like House, Jewellery, Mutual Funds, Debt Funds. Refer to the Income Tax guide for more details."
] |
7387 | Are limit orders safe? | [
"289045",
"437436"
] | [
"I assume you're talking about a sell order, not a buy order. When you place a limit sell order, your order is guaranteed to be placed at that price or higher. If the market is currently trading much higher than the price of your sell order, then your mistakenly low limit order will be essentially a market order, ... |
7388 | Is there a “reverse wash sale” rule? | [
"537212"
] | [
"Yes, the newly bought shares will have a long-term holding period, regardless of when you sell them. In addition, it's only a wash sale if you sold the first shares for a loss; it's not a wash sale if you sold them for a gain. Wikipedia mentions this: When a wash sale occurs, the holding period for the replacemen... |
7389 | After Hours S&P 500 | [
"307828",
"63565"
] | [
"The futures market trades 24 hours a day, 5.5 days a week. S&P 500 futures market continues trading, and this gives pricing exposure and influences the individual stocks when they resume trading in US session.",
"\"My original answer contained a fundamental error: it turns out that it is not true that any exchan... |
739 | Why buy stock of a company instead of the holding company who has more than 99% of the stocks | [
"589957",
"20019"
] | [
"In a situation like this, I presume you'd invest in the child company if you thought that the child company would increase in value at a higher rate than the parent. You'd invest in the parent company if you thought the parent company would perform well as a whole, but you did not want to assume the risk of an ind... |
7390 | Is my wash sale being calculated incorrectly? | [
"571124",
"177674",
"140267"
] | [
"\"According to Wikipedia this is still a wash sale: In the USA wash sale rules are codified in \"\"26 USC § 1091 - Loss from wash sales of stock or securities.\"\" Under Section 1091, a wash sale occurs when a taxpayer sells or trades stock or securities at a loss, and within 30 days before or after the sale... |
7392 | I'm in the U.S. What are vehicles to invest in international stocks? | [
"531180",
"89351"
] | [
"You can look into specific market targeted mutual funds or ETF's. For Norway, for example, look at NORW. If you want to purchase specific stocks, then you'd better be ready to trade on local stock exchanges in local currency. ETrade allows trading on some of the international stock exchanges (in Asia they have Hon... |
7393 | Day trading definition | [
"522658"
] | [
"If I buy 10 stocks on Monday and sell the same on Tuesday (different trading day) would I be considered a day trader? No. It is only counting if you buy something and then sell that same something during the same trading session. And that counter only lasts for 5 days, things that happened outside of that time per... |
7394 | Bid price… sudden Drop | [
"428399"
] | [
"An option gives you the option rather than the obligation to buy (or sell) the underlying so you don't have to exercise you can just let the option expire (so long it doesn't have an automatic expiry). After expiration the option is worthless if it is out of the money but other than that has no hangover. Option pr... |
7395 | Why does it take two weeks (from ex-date) for dividends to pay out? | [
"99803",
"81101"
] | [
"Why does it take two weeks (from ex-date) for dividends to pay out? For logistical and accounting purposes. This article says on the payment date: This date is generally a week or more after the date of record so that the company has sufficient time to ensure that it accurately pays all those who are entitled. It ... |
7397 | When a company reports it earnings, when does the SEC EDGAR system show the report online? | [
"594641"
] | [
"\"IT appears the company you're talking about did not report as you expected them to, which is not unusual for OTC companies because, as Milo stated, they are not well-managed. That being said, reports on EDGAR are available as soon as they're posted. I'm not aware of any lag between when the company uploads thei... |
7398 | How (or is it necessary) to rebalance a 401k with only one index fund? | [
"39569",
"432404"
] | [
"\"There's nothing to rebalance, the index fund rebalances itself to continue matching the index. However, you need to understand that such an investment is not diversified and you only invest in a very specific market, and very specific stocks on that market. S&P 500 is large (500 different companies, most of the ... |
7399 | Can buying REIT's be compared to investing in Real Estate? | [
"224371",
"67641"
] | [
"\"A couple of distinctions. First, if you were to \"\"invest in real estate\"\" were you planning to buy a home to live in, or buy a home to rent out to someone else? Buying a home as a primary residence really isn't \"\"investing in real estate\"\" per se. It's buying a place to live rather than renting one. U... |
74 | Buying car from rental business without title | [
"46680"
] | [
"I would steer well clear of this. The risk is that they take your money but don't pay the bank. This wouldn't require dishonesty - what if they run into financial trouble? Any money of yours that they have that hasn't gone on to the bank yet might end up paying off other debts instead of yours. It's not clear if t... |
740 | Do I have to pay taxes in the US if my online store sells to US customers even though I don't live in the US? | [
"185999"
] | [
"You're not physically present in the US, you're not a US citizen, you're not a green card holder, and you don't have a business that is registered in the US - US laws do not apply to you. You're not in any way under the US jurisdiction. Effectively connected income is income effectively connected to your business... |
7401 | Tax treatment of dividends paid on short positions | [
"222320"
] | [
"\"In the USA there are two ways this situation can be treated. First, if your short position was held less than 45 days. You have to (when preparing the taxes) add the amount of dividend back to the purchase price of the stock. That's called adjusting the basis. Example: short at $10, covered at $8, but during thi... |
7402 | What does a Dividend “will not be quoted ex” mean? | [
"148440",
"581591"
] | [
"\"The ex indicator is meant to be a help for market participants. On the ex-day orders will go into a different order book, the ex order book, which at the start of the ex day will be totally empty, i.e. no orders from the non-ex day book have been copied over. Why does this help? Well imagine you had a long-sta... |
7404 | Get financial reports on Canadian companies | [
"374412"
] | [
"www.sedar.com is the official site that provides access to most public securities documents and information filed by public companies and investment funds with the Canadian Securities Administrators (CSA) in the SEDAR filing system. Now, I'm guessing - I think the doc is MDA - Management’s Discussion and Analysis ... |
7405 | What tax law loophole is Buffet referring to? | [
"398442"
] | [
"A Section 1256 contract is any: Non-equity options include debt options, commodity futures options, currency options, and broad-based stock index options. A broad-based stock index is based upon the value of a group of diversified stocks or securities (such as the Standard and Poor's 500 index). 60% of the capital... |
7406 | Limits and taxation of receiving gift money, in India, from a friend in Italy? | [
"110029"
] | [
"\"He wants to send me money, as a gift. Do you know this friend? It could easily be a scam. What I don't know is that how much money can he send and what are the taxes that would be applicable in this case? There is no limit; you have to pay taxes as per your tax brackets. This will be added as \"\"income from oth... |
7408 | Is there a legal deadline for when your bank/brokerage has to send your tax forms to you? | [
"80789",
"530596",
"196399"
] | [
"I got notice from Charles Schwab that the forms weren't being mailed out until the middle of February because, for some reason, the forms were likely to change and rather than mail them out twice, they mailed them out once. Perhaps some state tax laws took effect (such as two Oregon bills regarding tax rates for h... |
7409 | Can you recommend some good websites/brokers for buying/selling stocks in India? | [
"311202",
"289853",
"563334",
"513055"
] | [
"Indiabulls. Low brokerage (If you bargain) I'm user of it and I'm getting 25paisa for delivery and 5 paisa for intraday. All transactions can be done online. Also they provide an stand alone application PowerIndiabulls, which is too good and appraised by many users as best in the industry. Not sure about it, but I... |
741 | Is it possible to block previously authorized ACH access? | [
"190537"
] | [
"I had a similar situation a while ago, and here's what I learned: What are our options here to ensure that this company can't retry to take our money again via ACH? Close existing account and create a new one that has different account number? Yes. As a temporary solution keep ~$0 balance in the account so that th... |
7410 | Is there a widely recognized bond index? | [
"386655",
"505597",
"597434"
] | [
"Multiple overlapping indices exist covering various investment universes. Almost all of the widely followed indices were originally created by Lehman Brothers and are now maintained by Barclays. The broadest U.S. dollar based bond index is known as the Universal. The Aggregate (often abbreviated Agg), which is ... |
7411 | Does a bond etf drop by the amount of the dividend just like an equity etf | [
"110856",
"45523",
"193648"
] | [
"No, they do not. Stock funds and bonds funds collect income dividends in different ways. Stock funds collect dividends (as well as any capital gains that are realized) from the underlying stocks and incorporates these into the funds’ net asset value, or daily share price. That’s why a stock fund’s share ... |
7412 | Why exercise ISO/QSO early? | [
"382381"
] | [
"\"You are thinking about it this way: \"\"The longer I wait to exericse, the more knowledge and information I'll have, thus the more confidence I can have that I'll be able to sell at a profit, minimizing risk. If I exercise early and still have to wait, there may never be a chance I can sell at a profit, and I'll... |
7413 | why would closing price of a stock be different from different sources, and which would you take as the real price? | [
"354811"
] | [
"\"There is more than one exchange where stock can be traded. For example, there is the New York Stock Exchange and the London Stock Exchange. In fact, if you look at all the exchanges, there is essentially continuous trading 24/7 for many financial instruments (eg US government bonds). The closing price quoted ... |
7414 | Calculating profits on a covered call. What method do you use? | [
"331835",
"394961"
] | [
"yes, you are double counting. Your profit is between ($7.25 and $8) OR ($7.75 and $8.50). in other words, you bought the stock at $7.75 and sold at $8.00 and made $0.50 on top. Profit = $8.00-$7.75+$0.50 (of course all this assumes that the stock is at or above $8.00 when the option expires. If it's below, then y... |
7415 | Where can I find information on the percentage of volume is contributed by shorts? | [
"139915",
"435363"
] | [
"I believe that it's not possible for the public to know what shares are being exchanged as shorts because broker-dealers (not the exchanges) handle the shorting arrangements. I don't think exchanges can even tell the difference between a person selling a share that belongs to her vs. a share that she's just borro... |
7416 | How do I log a Canadian NR4 form to my income taxes | [
"64672"
] | [
"\"Income code 09 is dividends, so yes - it is the same as line 1 of the US form 1099-DIV. 1a or 1b however depends on whether the requirements for qualified dividends are met. If they're met - its 1b, if not - 1a. These are treated and taxed differently. See here on what are the qualification requirements. Note th... |
7417 | How can I determine if my portfolio's rate of return has been “good”, or not? | [
"550824",
"597437",
"456761"
] | [
"It's important to realize that any portfolio, if sufficiently diversified should track overall GDP growth, and anything growing via a percentage per annum is going to double eventually. (A good corner-of-napkin estimate is 70/the percentage = years to double). Just looking at your numbers, if you initially put in ... |
7419 | How to calculate a mutual fund's yield | [
"242934"
] | [
"If the expense ratio of the fund is 0.00% then yes. However, if the fund has expenses of 1% then if the NAV of the fund is $10/share the expenses would cause you to see only $.002 a share and thus you'd have $.10 in total as the expenses first cut down the yield."
] |
742 | How can a school club collect money using credit cards? | [
"398044",
"124341"
] | [
"Large and small universities have procedures in place regarding the use of the universities name, logo, facilities, and budget. They should have in place guidelines regarding the collection and use of funds from members, and participants. These guidelines are what allows you to have an account with the university.... |
7420 | Zero volatility stocks in intraday trading in India | [
"110138",
"295281"
] | [
"\"Find a stock screener that has data for the BSE and NSE. You may be able to look directly at volatility but a good stock screener will have the technical analysis indicator called \"\"average true range\"\", ATR for short. This will let you see the average range of price moves over several days.\"",
"you need ... |
7421 | Why online brokerages sometimes allow free ETF buying | [
"311798"
] | [
"The same reason a company would offer coupons. I'd guess they're just doing it as a way to entice people to do their investing with them. Since it is any ETF I doubt they are being compensated by the ETF companies, as is sometimes the case (iShares does this with Fidelity, for example). And they still get the comm... |
7422 | How can I cash in a small number of delisted US shares? TLAB | [
"509799"
] | [
"If you held the shares directly, the transfer agent, Computershare, should have had you registered and your address from some point on file. I have some experience with Computershare, it turned out when Qwest restarted dividends and the checks mailed to the childhood home my parents no longer owned, they were abl... |
7425 | A University student wondering if investing in stocks is a good idea? | [
"213435",
"78470",
"178017",
"64168",
"78893",
"341148",
"358154"
] | [
"\"The power of compounding interest and returns is an amazing thing. Start educating yourself about investing, and do it -- there are great Q&As on this site, numerous books (I recommend \"\"The Intelligent Investor\"\", tools for small investors (like Sharebuilder.com) and other resources out there to get you st... |
7426 | In a buy order with a trigger, will I pay the current ask or the buy price in the order? | [
"254542",
"22477"
] | [
"If you want to buy once the price goes up to $101 or above you can place a conditional order to be triggered at $101 or above and for a limit order to entered to buy at $102. This will mean that as soon as the price reaches $101 or above, your limit order will enter the market and you will buy at any price from $1... |
7427 | Equity - date of offer, or date of joining? | [
"237783",
"219470"
] | [
"Options or Shares vest by date they are granted. It would strike me as odd for anyone to say their shares were given with 4 year vesting, but the clock was pre-started years prior. In my opinion, you have nothing to complain about.",
"TL;DR: The date they were granted. (Usually, this follows both an offer and ... |
7428 | Judge market efficiency from raw price action | [
"93814"
] | [
"The shortest-hand yet most reliable metric is daily volume / total shares outstanding. A security with a high turnover rate will be more efficient than a lower one, ceteris paribus. The practical impacts are tighter spread and lower average percentage change between trades. A security with a spread of 0% and an ... |
7429 | How can I find a report of dividend earned in a FY? | [
"239904",
"268395"
] | [
"I know this question is old. I also have a kotak trading account. There is no way to get the dividend report from the trading account. The dividend is directly credited to your bank account by the companies through registrar. There is no involvement of trading account in there. So the best possible way will be to ... |
743 | Advantages of Shareholder over Director in new Company | [
"80742",
"82119"
] | [
"I don't know Australian law, but I will give my US perspective here. The custom in the US is for officers and directors to be indemnified by the corporation, and that LLCs have an even broader power to indemnify (even to remove the duty of loyalty!). Moreover, directors will typically be able to purchase D&O ins... |
7430 | Where can I find a good online fundamental data provider for Hong Kong stocks? | [
"285590",
"536194"
] | [
"If you check out China Stock Markets Web provides details on all things that trade on there. It covers the Hang Seng Index, SSE Index, and SSE Component Index. There is also tons of information for investors on the exchange website here.",
"Check out WorldCap.org. They provide fundamental data for Hong Kong stoc... |
7432 | Buy Php in Malaysia and sell to Philippines | [
"293483",
"226321"
] | [
"I noticed the buy/sell board table. Where did you notice this. Generally for a pair of currencies, there is Unit associated along with direction. The Unit is generally constant. These are only revised when there is large devaluation of a particular currency. Buying Php for MYR 8.52, Selling MYR 8.98. So in this c... |
7433 | Question on buying selling and buying again | [
"522319"
] | [
"Firstly 795 is not even. Secondly - generally you would pay tax on the sale of the 122 shares, whether you buy them back or not, even one minute later, has nothing to do with it. The only reason this would not create a capital gains event is if your country (which you haven't specified) has some odd rules or laws ... |
7434 | Do online repositories of publicly traded companies' financial statements exist? | [
"86281"
] | [
"You can use the Securities Exchange Commission's EDGAR search engine to search all available SEC related filings. https://www.sec.gov/edgar/searchedgar/companysearch.html Top tip: use the fast search on the right to search for the company ticker rather than by company name."
] |
7436 | How are proceeds from writing covered calls taxed? | [
"478600",
"561884"
] | [
"\"The tax comes when you close the position. If the option expires worthless it's as if you bought it back for $0. There's a short-term capital gain for the difference between your short-sale price and your buyback price on the option. I believe the capital gain is always short-term because short sales are treated... |
7438 | How are people able to spend more than what they make, without going into debt? | [
"149178",
"37636",
"7174",
"479500",
"136047"
] | [
"\"That's just his base salary for last year. Keep reading in the article: He also received $1.6 million worth of securit[ies]. Plus, he's probably earned plenty in salary, bonuses, and other compensation in previous years to more than keep up his lifestyle. He can also sell (relatively) small amounts of the stoc... |
7439 | What US taxes are due for US stock bought via ESPP when I was in USA and sold after I returned to India? | [
"273992"
] | [
"From an Indian Tax point of view, you can bring back all the assets acquired during the period you were NRI back to India tax free. Subject to a 7 years period. i.e. all the assets / funds / etc should be brought back to India within 7 years. It would still be treated as There are certain conditions / paperwork. P... |
7440 | When the market price for a stock is below a tender offer's price, is it free money (riskless) to buy shares & tender them? | [
"226980",
"508597"
] | [
"\"It is not a \"\"riskless\"\" transaction, as you put it. Whenever you own shares in a company that is acquiring or being acquired, you should read the details behind the deal. Don't make assumptions just based on what the press has written or what the talking heads are saying. There are always conditions on a de... |
7442 | If a company I bought stock in was de-listed but is now listed again under a new symbol, what happened to my shares? | [
"20675"
] | [
"If the company went bankrupt, the issued public shares that were outstanding at the time most likely were voided, in which case your shares are most definitely gone. The company might have done a new stock issuance coming out of bankruptcy with a different symbol, and while it could be substantially the same comp... |
7443 | Employer 401K thru Fidelity - Investment options | [
"106620",
"575435"
] | [
"\"The best predictor of mutual fund performance is low expense ratio, as reported by Morningstar despite the fact that it produces the star ratings you cite. Most of the funds you list are actively managed and thus have high expense ratios. Even if you believe there are mutual fund managers out there that can pick... |
7444 | After Market Price change, how can I get it at that price? | [
"153185",
"362212",
"516113",
"110162"
] | [
"\"If the price used to be 2.50 but by the time you get in an order it's 2.80, you're going to have to pay 2.80. You can't say, \"\"I want to buy it at the price from an hour ago\"\". If you could, everybody would wait for the price to go up, then buy at the old price and have an instant guaranteed profit. Well, ex... |
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