question_id stringlengths 1 5 | question stringlengths 14 158 | pos_item_ids listlengths 1 23 | pos_item_contents listlengths 1 23 |
|---|---|---|---|
7447 | ADR listed in PINK | [
"291903"
] | [
"\"Pink Sheets is not a stock exchange per se, and securities traded through it are not as \"\"safe\"\" as the ones on a stock exchange regulated by SEC. Many companies are traded there because they failed to comply with the SEC regulations, or are bankrupt or don't want the level of reporting to the public that th... |
7449 | What is the best and most optimal way to use margin | [
"499331"
] | [
"This essentially depends on how you prefer to measure your performance. I will just give a few simple examples to start. Let me know if you're looking for something more. If you just want to achieve maximum $ return, then you should always use maximum margin, so long as your expected return (%) is higher than your... |
7451 | Paying Tax on Stocks Trading | [
"158185"
] | [
"The answer to your question doesn't depend on who you trade with but what country you live in. If you live outside of the US, you will have to pay tax on dividends... sometimes. This depends on the tax treaty that your country has with the US. Canada, Australia, UK and a few other countries have favorable tax trea... |
7452 | 401K or Indian CD | [
"255789"
] | [
"As mentioned in the comments, the problem stems with converting your U.S. Dollars to Indian Rupees so as to be able to purchase an Indian fixed deposit. At the time of writing this, 1 U.S. Dollar = 64 Indian Rupees. Consider the following economic factors: Both of the above factors are not definitive but are worth... |
7453 | Does lender care what I use the money for? | [
"251062"
] | [
"When you borrow from a bank, there are secured loans, as with a mortgage, or unsecured lines of credit, usually a more reasonable amount of money, but also based on income. You just asked about a private loan. It depends on the person and your relationship. If you need money to pay the rent, you might not be the ... |
7454 | Should I fund retirement with a static asset allocation or an age based glide path? | [
"268023",
"19040",
"542795"
] | [
"I think not. I think a discussion of optimum mix is pretty independent of age. While a 20 year old may have 40 years till retirement, a 60 year old retiree has to plan for 30 years or more of spending. I'd bet that no two posters here would give the same optimum mix for a given age, why would anyone expect the Wal... |
7455 | Can I get a dumbed down explanation of risk measures used for evaluating stocks? | [
"450949"
] | [
"\"Standard deviation from Wikipedia : In statistics and probability theory, the standard deviation (represented by the Greek letter sigma, σ) shows how much variation or dispersion from the average exists.1 A low standard deviation indicates that the data points tend to be very close to the mean (also call... |
7459 | How do credit union loans and dividends vs interest work? | [
"151435"
] | [
"\"A credit Union makes loans exactly the same ways a bank does. A portion of the money deposited in checking, savings, money market, Certificate of Deposit, or IRA is then used to make loans for cars, boats, school, mortgages, 2nd mortgages, lines of credit... The government dictates the percentage of each type o... |
746 | Multi-state K-1 earnings to S-Corp | [
"240066"
] | [
"I'm not sure why you think that it matters that the distribution goes to an S-Corp vs an individual tax payer. You seem to think it has any relevance to your question, but it doesn't. It only confuses your readers. The situation is like this: LLC X is deriving income in State #2. It has two members (I and S) resid... |
7462 | Main source of the shares/stocks data on the web | [
"169176",
"558218"
] | [
"The main source is a direct feed from the stock market itself. The faster the feed, the more expensive. 15-minute delay is essentially free... and for those of us who do long-term investment is more than adequate. If you want data sooner, sign up with a brokerage that provides that service as part of what you're ... |
7466 | Can Form 1040a, Line 10 be left blank if the broker's 1099-Div shows 0? | [
"350555"
] | [
"Capital gain distribution is not capital gain on sale of stock. If you have stock sales (Schedule D) you should be filing 1040, not 1040A. Capital gain distributions are distributions from mutual funds/ETFs that are attributed to capital gains of the funds (you may not have actually received the distribution, but ... |
7468 | What is the correct way to report a tender offer fee on my taxes? | [
"105046",
"462291"
] | [
"It is perfectly legitimate to adjust your 1099-B income by broker's fees. Publication 17 (p 116) specifically instructs taxpayers to adjust their Schedule D reporting by broker's fees: Form 1099-B transactions. If you sold property, such as stocks, bonds, or certain commodities, through a broker, you should rec... |
7469 | Can I contribute to an IRA from investment income? | [
"23537",
"425558"
] | [
"\"Your contributions must come from \"\"compensation\"\". Quoting IRS Publication 590 on IRAs, \"\"Generally, compensation is what you earn from working.\"\" So it is unlikely that your stock sale proceeds, if they're your sole source of income, can be used to fund your IRA. If you do have W-2 income, or self empl... |
747 | Bank statements - should I retain hardcopies for tax or other official purposes (or keep digital scanned copies)? | [
"319058",
"172997",
"571902"
] | [
"\"In the UK Directgov don't specify anything more than \"\"records\"\", which leads me to think that a digital copy might be acceptable. With regards to bank statements, individuals (i.e. not self-employed, or owning a business) need to keep them for between 12 and 15 months after your tax return, depending on whe... |
7472 | If I put dividend-paying stocks in my IRA, where does the dividend go when paid? | [
"33208"
] | [
"The dividend goes into the IRA (either reinvested automatically or remains as cash until you invest it, per your choice). You're not taxed on this dividend (IRA is a taxed-deferred account - you're taxed on the distributions, but not on the capital gains within the account)."
] |
7475 | Indian resident owning dividend-paying shares in company based in France: Can I save on withholding tax? | [
"248167"
] | [
"France taxes capital / dividend gains accrued in France. Hence you will not be able to reduce this liability. India does have a Double Tax Avoidance Treaty with France and you can claim relief for the tax paid in France."
] |
7476 | Is there any reason to buy shares before/after a split? | [
"186631",
"240844"
] | [
"Assuming you plan to buy a whole number of shares and have a maximum dollar value you intend to invest, it may be better to wait for the split if the figures don't quite work out nicely. For example, if you are going to invest $1,000 and the stock pre-split is $400 and the split is 2 for 1, then you'd buy 2 shares... |
7477 | I own ASPIRO shares (Jay Z's new company). Now that it is going private, what about my shares? | [
"62606"
] | [
"From the press release Based on Aspiro's closing share price of SEK 0.66 as of 29 January 2015, the Offer values each Aspiro share at SEK 1.05 and the total value of the Offer at approximately SEK 464 million.[3] The Offer represents a premium of..... It seems you will get cash. I can't explain the pop to 11... |
7479 | How do dividends of the underlying security in a security futures contract affect the security futures price? | [
"65295",
"484179"
] | [
"The owner of a long futures contract does not receive dividends, hence this is a disadvantage compared to owning the underlying stock. If the dividend is increased, and the future price would not change, there is an arbitrage possibility. For the sake of simplicity, assume that the stock suddenly starts paying a d... |
7480 | I file 83(b) election, but did't include a copy of it in that year’s tax return | [
"338051",
"234615",
"61258",
"593938"
] | [
"\"I've consulted with 5-6 accountants and people who've had the issue before. The advice I received boils down to: \"\"If you do not attach your 83b with your personal tax return it is not effective. However you can still correct the requirement to file it along with your tax return, because you are within the 3 y... |
7481 | Offsetting the tax on vested RSUs with short term capital loss | [
"14768"
] | [
"No. The gain on RSU is not a capital gain, it is considered wages and treated as part of your salary, for tax purposes. You cannot offset it with capital losses in excess of $3000 a year. If you have RSUs left after they vest, and you then sell them at gain, the gain (between the vesting price and the sale price) ... |
7482 | If the put is more expensive than the call, what does it mean | [
"259659",
"421311",
"158717"
] | [
"\"There are many reasons. Here are just some possibilities: The stock has a lot of negative sentiment and puts are being \"\"bid up\"\". The stock fell at the close and the options reflect that. The puts closed on the offer and the calls closed on the bid. The traders with big positions marked the puts up and the ... |
7483 | How does a portfolio of long stocks and short futures generate profits | [
"549040"
] | [
"\"I know some derivative markets work like this, so maybe similar with futures. A futures contract commits two parties to a buy/sell of the underlying securities, but with a futures contract you also create leverage because generally the margin you post on your futures contract is not sufficient to pay for the co... |
7485 | Medium-term money investment in Germany | [
"74668"
] | [
"\"Due to the zero percent interest rate on the Euro right now you won't find any investment giving you 5% which isn't equivalent to gambling. One of the few investment forms which still promises gains without unreasonable risks right now seems to be real estate, because real estate prices in German urban areas (n... |
7486 | Stocks and Bonds in Roth IRA vs non-tax-advantaged | [
"225536"
] | [
"You should definitely favor holding bonds in tax-advantaged accounts, because bonds are not tax-efficient. The reason is that more of their value comes in the form of regular, periodic distributions, rather than an increase in value as is the case with stocks or stock funds. With stocks, you can choose to realize ... |
7488 | Legal documents required for managing an investment portfolio among friends? | [
"272574",
"260773"
] | [
"Sounds like you are starting an investment club. What you need is an investment club partnership agreement. Have a look at this free document. EDIT Based on OP's comments, it appears that the OP will be acting as an adviser/manager of a private investment fund. If the fund is not open to the public, it may still b... |
7489 | Professional investment planning for small net-worth individual in bearish market | [
"296177",
"422828"
] | [
"You're going to have a hard time finding a legit investment planner that is willing to do things like take short-term positions in shorts, etc for a small investor. Doing so would put them at risk of getting sued by you for mismanagement and losing their license or affiliation with industry associations.",
"Ther... |
749 | Multiple SEO companies claiming I have a past-due invoice | [
"220853"
] | [
"Reading stuff like this makes me want to go into the debt collection business. Just send letters to random people demanding money. Sounds like an easy way to make a living. What's your name and address? Just kidding. If they are sending stuff to a Virginia PO Box, close the box with no forwarding address and consi... |
7491 | Put on a put option | [
"118762",
"103013"
] | [
"I doubt that this exists, but it could theoretically. After all, a share is kind of an option to a company's future success, and so a call is already a second level on indirection. The better approach would be to 'create your own Put-Puts', by investing less money (A) in the Put you wanted to invest into, and put ... |
7492 | How to read DOJI chart pattern correctly? | [
"574365"
] | [
"Candle stick patterns are generally an indication of possible short term changes in price direction (if a reversal pattern). A doji is such a reversal candle, and should be read as there could be a short term change in the direction of price action. A doji is most effective at peaks or troughs, and the outcome can... |
7493 | If a trendline or pattern breaks due to some bad news but it returns back what to do? | [
"159724"
] | [
"There is a technique called the Elliott wave which explains these 'shocks'. The reversal directions you are questioning are part of the pattern, it is known as corrections. The Elliott wave is an indicator based on psychology of investors. Think about it this way, if you see a huge up trend what are you most likel... |
7494 | What does a reorganization fee that a company charges get applied to? | [
"325892"
] | [
"\"Its a broker fee, not something charged by the reorganizing company. E*Trade charge $20, TD Ameritrade charge $38. As with any other bank fee - shop around. If you know the company is going to do a split, and this fee is of a significant amount for you - move your account to a different broker. It may be that so... |
7495 | Allocating IRA money, clarification needed | [
"473042",
"420574",
"274488"
] | [
"There was a time that a rule of thumb stated your stock allocation should be 100-your age. That rule suggests that you are at 65%stock/35% bond/cash. If you are comfortable having this money 100% invested, the best advice would be dollar cost averaging, anything more specific would suggest market timing.",
"You'... |
7496 | What should I look for when looking for stocks that are 'on-sale'? | [
"583708",
"471792"
] | [
"It might seem like the PE ratio is very useful, but it's actually pretty useless as a measure used to make buy or sell decisions, and taken largely on its own, pretty useless becomes utterly and completely useless. Stocks trade at prices based on future expectations and speculation, so that means if traders expect... |
7497 | How can I invest in US Stocks from outside the US with a credit card instead of a bank account? | [
"261583"
] | [
"You'll have to take cash from your Credit Card account and use that to trade. I doubt any brokerage house will take credit cards as it's trading without any collateral (since credit cards are an unsecured credit)"
] |
7498 | How to tell if an option is expensive | [
"525213",
"380427"
] | [
"An option, by definition, is a guess about the future value of the stock. If you guess too aggressively, you lose the purchase price of the option; if you guess too conservatively, you may not take the option or may not gain as much as you might have. You need to figure out what you expect to happen, and how confi... |
7499 | Will a stop order get triggered if the floor is hit and trading is halted? | [
"236543",
"5875"
] | [
"During a circuit breaker, no trading occurs. These policies have been implemented to maintain exchange liquidity since the NYSE nearly went bankrupt during the 1987 crash because many members had become insolvent. If an order is filled before the halt, it will stand unless busted. During the Flash Crash, many ord... |
75 | Why should I choose a business checking account instead of a personal account? | [
"297965"
] | [
"\"Some benefits of having a business checking account (versus a personal checking account) are: The first 3 should be pretty easy to determine if they are important to you. #4 is a little more abstract, though I see you have an LLC taxed as a sole proprietorship, and so I'm guessing protecting your personal assets... |
7500 | How to record a written put option in double-entry accounting? | [
"145892"
] | [
"\"Because you've sold something you've received cash (or at least an entry on your brokerage statement to say you've got cash) so you should record that as a credit in your brokerage account in GnuCash. The other side of the entry should go into another account that you create called something like \"\"Open Positi... |
7501 | Risk and reward of a synthetic option position | [
"517873",
"65134"
] | [
"You sold a call, and have a risk if the stock rises. You bought a put and gain when the stock drops. You, sir, have a synthetic short position. It's Case 3 from your linked example: Suppose you own Long Stock and the company is going to report earnings but you’re going on vacation. How can you hedge your posit... |
7502 | How do ETF fees get applied? | [
"409995"
] | [
"The ETF price quoted on the stock exchange is in principle not referenced to NAV. The fund administrator will calculate and publish the NAV net of all fees, but the ETF price you see is determined by the market just like for any other security. Having said that, the market will not normally deviate greatly from t... |
7503 | Profiting off $0.01 changes in real life? | [
"429418"
] | [
"\"You can certainly try to do this, but it's risky and very expensive. Consider a simplified example. You buy 1000 shares of ABC at $1.00 each, with the intention of selling them all when the price reaches $1.01. Rinse and repeat, right? You might think the example above will net you a tidy $10 profit. But you hav... |
7504 | Why are daily rebalanced inverse/leveraged ETFs bad for long term investing? | [
"58690",
"108721",
"410461",
"189894"
] | [
"\"The problem with daily-rebalanced \"\"inverse\"\" or \"\"leveraged\"\" ETFs is that since they rebalance every day, you can lose money even if your guess as to the market's direction is correct. Quoting from FINRA'S guide as to why these are a bad idea: How can this apparent breakdown between longer term index r... |
7505 | A stop order won't be automatically fired in after-hours trading? | [
"481298"
] | [
"Stop orders and stop limit orders typically do not execute during extended hours after the general market session has closed. Stop orders are market orders and market orders especially are not executed during extended hours. Although there are exceptions because a broker can say one thing and do another thing with... |
7507 | List of Investments from safest to riskiest? | [
"586336",
"561997"
] | [
"\"With every caveat that Rick said plus many many more lets have some fun. One common way to measure risk is volatility of returns roughly how much the value of your asset jumps around. Interestingly, the following ordering is fairly similar for many other common measures of risk. The first three on the list wou... |
7508 | Will the popularity of index funds cause a pricing bubble in the stocks that make up an index? | [
"88228"
] | [
"With regard to commodity futures, a paper released in January 2010 by Aulerich, Irwin, and Garcia, concluded that index funds have essentially no impact on commodity futures. Looking at stocks, a stock that gets included in a major index does increase in price. It increases its turnover by 27% and increases its pr... |
751 | Self Employed, but not required to pay estimated taxes? | [
"298685"
] | [
"\"The annualized method allows you to take a look at each quarter independently and pay the tax in the quarter that you earned it. -- According to Linda Durand, a certified public accountant with Drolet & Associates PLLC in Washington, D.C., from the Bankrate article \"\"Paying quarterly estimated taxes\"\" And a... |
7511 | Can I use my long position stocks as margin for my short sold stocks? | [
"94062"
] | [
"200% margin for a short sale is outrageous. You should only need to put up 150% margin, of which 50% is your money, and the 100% is the proceeds. With $100 of your money, you should be able to buy $100 of GOOG and short $100 of PNQI."
] |
7514 | Who should pay taxes in my typical case? | [
"573242",
"274079"
] | [
"Once you turn 18 you should open an account in your own name and transfer the assets there. Currently your mom is the one responsible as far as the IRS cares with respect to taxes as it is her name on the account. The taxes due will be based on your mom's tax rate. As a good child you can reimburse your mom for th... |
7516 | Savings account with fixed interest or not? | [
"277548",
"576688"
] | [
"\"Personally I would have a hard time \"\"locking up\"\" the money for that very little return. I would probably rather earn no interest in favor of the liquidity. However, you should find out what the early removal penalties are. If those are minimal and you are very confident that you will not need the money o... |
7521 | How to start buying shares with small amount of money? | [
"51848"
] | [
"\"Before anything else, read up on the basics of economics. After that, there a few things you need to ask yourself before you even think about investing in anything: If you have an answer to those questions: Once you answered those questions I could make a simple first suggestion: Confident in handling it yoursel... |
7522 | Why should I trust investment banks' ratings? | [
"419832",
"420746",
"141541"
] | [
"In theory, GS has a Chinese Wall between the department which issued the advice and any departments which may profit from such advice. This would take away some of your distrust, except for the fact that GS did violate these rules in the past (see the answer from user10665). You're wondering about the timing, prio... |
7523 | Avoiding timing traps with long term index investing | [
"144002",
"204866",
"350068"
] | [
"1) The risks are that you investing in financial markets and therefore should be prepared for volatility in the value of your holdings. 2) You should only ever invest in financial markets with capital that you can reasonably afford to put aside and not touch for 5-10 years (as an investor not a trader). Even then ... |
7524 | What to sell when your financial needs change, stocks or bonds? | [
"510268",
"212628",
"395208",
"127401",
"213462"
] | [
"The answer may be a compromise... if your goal is to make bonds a larger part of your portfolio, sell both stocks and bonds in a 4:1 ratio. or (3:1 or whatever works for you) Also, just as you dollar-cost-average purchases of securities, you can do the same thing on the way out. Plan your sales and spread them ove... |
7525 | Buying shares in employer's company during IPO | [
"436222",
"407911",
"95243",
"408695"
] | [
"I think of these things in terms of risk. Investing in individual stocks is risky, and investing in brand new individual stocks is riskier still. However, the payoff can be quite high. The fact that you work at the company increases your exposure. If the company goes under, then not only have you lost your inves... |
7527 | Usage of a sell stop order | [
"379759"
] | [
"It depends to some extent on how you interpret the situation, so I think this is the general idea. Say you purchase one share at $50, and soon after, the price moves up, say, to $55. You now have an unrealized profit of $5. Now, you can either sell and realize that profit, or hold on to the position, expecting a f... |
7528 | Which kind of investment seems feasible to have more cashflow every week or month? | [
"43088",
"438349",
"174313"
] | [
"Over the long run, you can expect to do about as well as the market itself. Depending on what time period you view, the stock market has typically provided returns of approximately 10%. Some years it is up, some years it is down. You may think you can get better returns, but you are mistaken. You may be able to do... |
7530 | How much should I save up per trade? | [
"4444"
] | [
"\"I'd answer it this way: What do you want to do? I'd say any amount is acceptable from as low as $100. When you look at the specific \"\"tree\"\" of investing paying $5 for a $100 seems unacceptable. However when observing the \"\"forest\"\" what does it matter if you \"\"waste\"\" $5 on a commission? Your fr... |
7532 | Finding stocks following performance of certain investor, like BRK.B for Warren Buffet | [
"198229",
"8237",
"485092",
"534323"
] | [
"Remember that unless you participate in the actual fund that these individuals offer to the public, you will not get the same returns they will. If you instead do something like, look at what Warren Buffet's fund bought/sold yesterday (or even 60 minutes ago), and buy/sell it yourself, you will face 2 obstacles to... |
7536 | What percentage of my portfolio should be in individual stocks? | [
"474452",
"135765",
"63243",
"465774",
"508610"
] | [
"If you are comfortable with the risk etc, then the main thing to worry about is diversity. For some folks, picking stocks is beyond them, or they have no interest in it. But if it's working for you, and you want to keep doing it, more power to you. If you are comfortable with the risk, you could just as well hav... |
7538 | Using P/E Ratio of an ETF to decide on asset mix | [
"32615",
"132097"
] | [
"\"P/E alone would not work very well. See for example http://www.hussmanfunds.com/html/peak2pk.htm and http://www.hussmanfunds.com/rsi/profitmargins.htm (in short, P/E is affected too much by cyclical changes in profit margins, or you might say: booms inflate the E beyond sustainable levels, thus making the P/E lo... |
754 | LLC Partnership Earned Income vs. Partnership Share | [
"43967",
"580213"
] | [
"\"Why would you file four K-1s for each partner? You file one K-1 per partner, on which you report the total of income attributed to that partner. It shouldn't and cannot \"\"vary\"\". There's no variables here, the income you report is the income already earned and attributed to that partner. What's there to vary... |
7540 | Are option contracts subject to mark to market rules | [
"356490"
] | [
"If I sell a covered call, on stock I own 100%, there is no risk of a margin call. The stock goes to zero, I'm still not ask to send in more money. But, if bought on margin, margin rules apply. A naked put would require you to be able to buy the stock if put to you. As the price of the stock drops, you still need ... |
7541 | USA H1B Employee - Capital gains in India from selling selling stocks | [
"317529",
"478147"
] | [
"\"My tax preparing agent is suggesting that since the stock brokers in India does not have any US state ITINS, it becomes complicated to file that income along with US taxes Why? Nothing to do with each other. You need to have ITIN (or, SSN more likely, since you're on H1b). What brokers have have nothing to d... |
7542 | How can OTC scams affect you? | [
"68187"
] | [
"\"Am I being absurd? No. Should I be worrying? Yes. If I sell in the morning, I've only lost a couple hundred dollars, and learned a valuable lesson. Is there any reason to believe it won't be that simple? If you're lucky, you'll be able to dump your stocks to someone like you who'll be punching himself in the... |
7543 | How to deal with intraday prices conflicting with EOD highs and lows | [
"85484"
] | [
"\"In the US, stocks are listed on one exchange but can be traded on multiple venues. You need to confirm exactly what your data is showing: a) trades on the primary-listed exchange; or b) trades made at any venue. Also, the trade condition codes are important. Only certain trade condition codes contribute toward... |
7545 | Find out the difference between two stocks of the same company (how to identify ADRs, etc) | [
"327560"
] | [
"Generally, when I run across this kind of situation, I look for the Investor Relations section of the corporate website for a 'Stock Information' (or similar) tab or link. This usually contains information explaining the different shares classes, how they relate (if at all), voting and/or dividend rights, and ta... |
7546 | Why would someone buy a way out-of-the-money call option that's expiring soon? | [
"494877",
"5018",
"22426",
"198039",
"43087",
"350276"
] | [
"I suggest you look at many stocks' price history, especially around earnings announcements. It's certainly a gamble. But an 8 to 10% move on a surprise earning announcement isn't unheard of. If you look at the current price, the strike price, and the return that you'd get for just exceeding the strike by one dolla... |
7548 | When would one actually want to use a market order instead of a limit order? | [
"64090",
"89460",
"278630",
"447886"
] | [
"If you have $10000 and wish to buy 1000 shares of a $10 stock, you risk borrowing on margin if you go over a bit. For some people, that's a non-issue. Some folk with an account worth say, $250K don't mind going over now and then or even let the margin account run $100K on a regular basis. But your question is abo... |
7549 | Post tax versus pretax (ESPP versus straight investment) | [
"164628"
] | [
"This answer assumes that your purpose for using the ESPP is to generate a relatively safe 15% return on that portion of your income. Frequently before there were Roth 401K options the advice was: This advice was especially good for the younger workers because they wanted to have a Roth account but didn't want to ... |
755 | What significant negative factors affect Yahoo's valuation? | [
"56642"
] | [
"There are two very large negative factors that affect Yahoo's valuation. The first is that their search business is in decline and continues to lose ground to Google and even Bing. There's no sign that they have any plan or product in the works to offset this decline, so there's tremendous uncertainty about the... |
7551 | which types of investments should be choosen for 401k at early 20's? | [
"201391",
"535720",
"7969",
"128077"
] | [
"\"I can't find a decent duplicate, so here are some general guidelines: First of all by \"\"stocks\"\" the answers generally mean \"\"equities\"\" which could be either single stocks or mutual funds that consist of stocks. Unless you have lots of experience that can help you discern good stocks from bad, investing... |
7553 | What does an options premium really mean? | [
"70443"
] | [
"Intuitive? I doubt it. Derivatives are not the simplest thing to understand. The price is either in the money or it isn't. (by the way, exactly 'at the money' is not 'in the money.') An option that's not in the money has time value only. As the price rises, and the option is more and more in the money, the time v... |
7554 | How to read a chart after a split? | [
"226063"
] | [
"\"The share price on its own has little relevance without looking at variations. In your case, if the stock went from 2.80 to 0.33, you should care only about the 88% drop in value, not what it means in pre-split dollar values. You are correct that you can \"\"un-split\"\" to give you an idea of what would have be... |
7555 | US tax returns for a resident - No US income and indian shares | [
"102287"
] | [
"\"I'm assuming that by saying \"\"I'm a US resident now\"\" you're referring to the residency determination for tax purposes. Should I file a return in the US even though there is no income here ? Yes. US taxes its residents for tax purposes (which is not the same as residents for immigration or other purposes) on... |
7556 | Collecting Dividends while insulating volatility through options? | [
"28211"
] | [
"\"The strategy is right. As pointed out by you, will the \"\" volatility cause the premium on the price of the options to be too high to make this worthwhile\"\" ... this is subjective and depends on how the markets feels about the volatility and the trend ... ie if the market believes that the stock will go up, t... |
7557 | Why doesn't buy at open get the official open price? | [
"519241"
] | [
"\"There is no official price. There is only the price a seller is willing to offer and a buyer is willing to accept at that moment. It tends to be close to the price negotiated for the last such sale, but that's just market statistics, not anything actively managed or guaranteed. \"\"Past performance is no guarant... |
7558 | What is a call spread and how does it work? | [
"431870"
] | [
"A bullish (or 'long') call spread is actually two separate option trades. The A/B notation is, respectively, the strike price of each trade. The first 'leg' of the strategy, corresponding to B, is the sale of a call option at a strike price of B (in this case $165). The proceeds from this sale, after transaction... |
7559 | Difference between 'split and redemption' of shares and dividend | [
"332901"
] | [
"It is the first time I encounter redemption programme and I would like to know what are my options here You can hold on to the shares and automatically receive 2.25 SEK per share some time after 31-May; depending on how fast the company and its bank process the payouts. Alternatively you can trade in the said wind... |
7560 | Tracking down stocks I own | [
"368911",
"295887"
] | [
"There's two possibilities. One is that the broker declared your account abandoned and turned over your account to the state. If that happened, it should turn up here: http://missingmoney.com The second is that the broker is still holding your stock. I'd start by contacting the company's transfer agent.",
"My bes... |
7561 | Ex-dividend date and time zones | [
"512947"
] | [
"Ex-Date is a function of the exchange, as well as the dividend. Consider Deutsche Bank AG, DB on the NYSE, DKR on Xetra. For a given dividend, each exchange sets the ex-date for trades on that exchange. (See http://www.sec.gov/answers/dividen.htm for a description of how it works in the US; other exchanges/countr... |
7563 | Non US-resident, need to file 83b election TODAY with the IRS - I have an SSN but it says “valid for work only with DHS auth” - is this OK? | [
"325696"
] | [
"\"Google that \"\"valid for work...\"\" phrase. You'll find that you have a SSN; it is valid for many purposes; it is valid for obtaining work, only when accompanied by DHS authorization. Doesn't anyone know how to use commas anymore?\""
] |
7564 | What to do with an expensive, upside-down car loan? | [
"438463",
"120717",
"320315",
"489101",
"520026",
"489659",
"143593"
] | [
"First suggestion: Investigate refinancing the auto loan with a reputable credit union or bank. I reduced my costs by changing my auto loan to Pentagon Federal Credit Union, which charges about 4% interest rate (compared to 6% which was the standard about 2 years ago). (for instructions on how to join penfed, loo... |
7565 | What Happens To Stocks During Hyperinflation | [
"384267"
] | [
"Stocks in the Weimar hyperinflation are discussed in When Money Dies. I don't own a copy of the book but here is a link to a blog post about it. Speculation on the stock exchange has spread to all ranks of the population and shares rise like air balloons to limitless heights Basically, the stock market did very ... |
7569 | What will happen to my restricted units? | [
"104188"
] | [
"This should all be covered in your stock grant documentation, or the employee stock program of which your grant is a part. Find those docs and it should specify how or when you can sale your shares, and how the money is paid to you. Generally, vested shares are yours until you take action. If instead you have ... |
757 | How do I tell the Canada Revenue Agency that they're sending someone else's documents to my address? | [
"298179"
] | [
"\"Maybe just put all his correspondence back in the Post Box and mark it \"\"Wrong address\"\"? Precisely. Without opening. Just tell the postman that that person doesn't live there and have it returned to sender. The Revenue will figure it out. Most definitely do not accept any certified or registered mail not ... |
7570 | Should I make more conservative investments in my company 401(K) if I'm going to leave the job in a couple of years? | [
"175252",
"302619",
"449828"
] | [
"My advice would be to invest in the 401k with the same type of funds you'd purchase when you rollover to your IRA. They are both retirement accounts. If the stock market tanks, your 401k balance will be low but you'll also be purchasing stocks at a much cheaper price when you establish your roth. You should create... |
7571 | Investing in income stocks for dividends - worth it? | [
"80844",
"98345",
"142631",
"67253"
] | [
"After looking at your profile, I see your age...28. Still a baby. At your age, and given your profession, there really is no need to build investment income. You are still working and should be working for many years. If I was you, I'd be looking to do a few different things: Eliminating debt reduces risk, and... |
7572 | When is an option a certain number of strikes in the money? e.g. “two strikes in”? | [
"163630"
] | [
"\"I have traded options, but not professionally. I hadn't come across this terminology, but I expect it counts how far in-the-money, as an ordinal, an option is relative to the distinct strike prices offered for the option series — a series being the combination of underlying symbol, expiration date, and option ty... |
7574 | Definition of day trading | [
"340263"
] | [
"\"The American \"\"Security Exchange Commission\"\" has imposed a rule upon all stock trading accounts. This rule is \"\"Regulation-T\"\". This rule specifies that stock trading accounts must be permitted three days after the termination of a trade to settle the account. This is just fancy lingo to justify the gu... |
7576 | Is SIPC coverage on cash as strong as FDIC? | [
"555854"
] | [
"For cash, SIPC insurance is similar to FDIC insurance. Your losses are not covered, but you're covered in case of fraud. Since your cash is supposed to be in a trust account and not commingled with brokerage's funds, in case of bankruptcy you would still have your cash unless there was fraud."
] |
7577 | What's the connection between P/E ratio and growth? | [
"134110"
] | [
"So, the price-earnings ratio is price over earnings, easy enough. But obviously earnings are not static. In the case of a growing company, the earnings will be higher in the future. There will be extra earnings, above and beyond what the stock has right now. You should consider the future earnings in your estimate... |
7578 | Could someone please provide an example of a portfolio similiar to the GFP or Couch potato, but for Australia? | [
"555237"
] | [
"\"The portfolio described in that post has a blend of small slices of Vanguard sector funds, such as Vanguard Pacific Stock Index (VPACX). And the theory is that rebalancing across them will give you a good risk-return tradeoff. (Caveat: I haven't read the book, only the post you link to.) Similar ETFs are avail... |
7579 | Why would someone want to buy an option on the day of expiry | [
"11456",
"23469",
"92695"
] | [
"The short answer to your initial question is: yes. The option doesn't expire until the close of the market on the day of expiration. Because the option is expiring so soon, the time value of the option is quite small. That is why the option, once it is 'in-the-money', will track so closely to the underlying stock... |
758 | Advice on what to do with my equity? | [
"360440",
"63569"
] | [
"\"How will 45K-60K \"\"end up in your pocket\"\"? Are you selling your home? Where are you going to live? You talk about moving to Arizona, what is so magical about that place? Congratulations on making a wise purchase. Some people with new found money use it to correct past mistakes. However, if they do not ... |
7580 | Other ETFs of world bonds and stocks (Alternatives to VT and BND)? | [
"344758"
] | [
"Here is another choice I like, iShares JPMorgan USD Emerging Markets Bond (EMB) Here is the world ETFs"
] |
7581 | Tax liability for stocks vested for a H1B visa holder | [
"511528"
] | [
"You're asking whether the shares you sold while being a US tax resident are taxable in the US. The answer is yes, they are. How you acquired them or what were the circumstances of the sale is irrelevant. When you acquired them is relevant to the determination of the tax treatment - short or long term capital gains... |
7582 | Implied or historical volatility to calculate theoretical options price with black scholes? | [
"543312"
] | [
"\"Option pricing models used by exchanges to calculate settlement prices (premiums) use a volatility measure usually describes as the current actual volatility. This is a historic volatility measure based on standard deviation across a given time period - usually 30 to 90 days. During a trading session, an inve... |
7583 | Is there a generally accepted term for fractions of Currency Units? | [
"193876",
"367047",
"18440"
] | [
"\"of course if you asked me to give you $24.4955 I can't. No, but if I asked you to give me $24.4955 and you gave me a piece of paper saying \"\"I O U $24.4955\"\", and then this happened repeatedly until I had collected 100 of these pieces of paper from you, then I could give them back to you in exchange for $244... |
7584 | Is the financial advice my elderly relative received legal/ethical? | [
"431848"
] | [
"I can't speak about the UK, but here in the US, 1% is on the cheap side for professional management. For example Fidelity will watch your portfolio for that very amount. I doubt you could claim that they took advantage of her for charging that kind of fee. Given that this is grandma's money, no consultation with... |
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