question_id stringlengths 1 5 | question stringlengths 14 158 | pos_item_ids listlengths 1 23 | pos_item_contents listlengths 1 23 |
|---|---|---|---|
8770 | Consequences of not closing an open short sell position? | [
"45065",
"176822"
] | [
"You would generally have to pay interest for everyday you hold the position overnight. If you never close the position and the stock price goes to zero, you will be closed out and credited with your profit. If you never close the position and the stock price keeps going up and up, your potential loss is an unlimi... |
8771 | Non Qualifying Stock Option offered by employer | [
"139387",
"56118"
] | [
"\"A little terminology: Grant: you get a \"\"gift\"\" with strings attached. \"\"Grant\"\" refers to the plan (legal contract) under which you get the stock options. Vesting: these are the strings attached to the grant. As long as you're employed by the company, your options will vest every quarter, proportionally... |
878 | Simple income and expense report in gnucash | [
"554141"
] | [
"\"The official guide can be found here, but that can be a little in depth as well. To make good use of you need at least a little knowledge of double-entry bookkeeping. Double-entry bookkeeping, in accounting, is a system of bookkeeping so named because every entry to an account requires a corresponding and opp... |
8781 | What makes a stock get 40 times avg daily volume without any news? | [
"133204"
] | [
"\"Probably the biggest driver of the increased volumes that day was a change in sentiment towards the healthcare sector as a whole that caused many healthcare companies to experience higher volumes ( https://www.bloomberg.com/press-releases/2017-07-11/asset-acquisitions-accelerate-in-healthcare-sector-boosting-pot... |
8786 | How to reconcile final payment on installment sale for IRS form 6252? | [
"279606"
] | [
"Reading IRS Regulations section 15a.453-1(c) more closely, I see that this was a contingent payment sale with a stated maximum selling price. Therefore, at the time of filing prior years, there was no way of knowing the final contingent payment would not be reached and thus the prior years were filed correctly and... |
8792 | Why do requirements after a margin call vary? | [
"441768",
"479200"
] | [
"Initial Margins and Maintenance margins can be used for both stocks as well as futures. It depends on which broker you use and what services they offer. The initial Margin is used to cover the purchase, the maintenance margin is used to ask additional funds in case the value of the underlying equity changes drasti... |
88 | Which r in perpetuity formula to pricing a business? | [
"415946"
] | [
"In the equity markets, the P/E is usually somewhere around 15. The P/E can be viewed as the inverse of the rate of a perpetuity. Since the average is 15, and the E/P of that would be 6.7%, r should be 6.7% on average. If your business is growing, the growth rate can be incorporated like so: As you can see, a high... |
8801 | How do you find out who the investors are in a U.S. stock? e.g. how ownership may be concentrated? | [
"121490",
"24269"
] | [
"I don't think that you will be able to find a list of every owner for a given stock. There are probably very few people who would know this. One source would be whoever sends out the shareholder meeting mailers. I suspect that the company itself would know this, the exchange to a lesser extent, and possibly the b... |
8802 | Who receives the money when one company buys another? | [
"487439",
"121313",
"572688"
] | [
"Shareholders of Monsanto will get the money from Bayer. Shareholders are independent people or entities. Think of Monsanto as a thing that shareholders had. This thing is now being purchased by Bayer",
"Monsanto is a publicly traded company that trades under the ticker MON. The stock is owned by a wide range o... |
8804 | How to calculate how far a stock price can drop before a broker would issue a margin call? | [
"294095"
] | [
"With your numbers, look at it this way - You borrowed $50. When the stock is $100, you are at 50% margin. What's most important, is that there's margin interest charged, so the amount owed will increase regardless of the stock price. When calculating your return or loss, the interest has to be accounted for or yo... |
8805 | Minor stakes bought at a premium & valuation for target company | [
"582313",
"199917"
] | [
"Imagine that I own 10% of a company, and yesterday my portion was valued at $1 Million, therefore the company is valued at $10 Million. Today the company accepts an offer to sell 1% of the company for $500 Thousand: now my portion is worth $5 Million, and company is worth $50 Million. The latest stock price sets ... |
8806 | Do you pay taxes on stock gains that are just returning to their original purchase price? | [
"102443",
"244061"
] | [
"You don't generally pay capital gains taxes until you sell the stock. If you bought it in 2013 and the price goes up in 2014 but you just hold on to the stock, you won't have to pay any taxes on it. If you then sold it in 2015 for a profit, you'd have to pay capital gains taxes on the profit. Note that this exclud... |
8807 | how do I calculate rate of return on call options that are spread | [
"508405",
"568611"
] | [
"Outside of software that can calculate the returns: You could calculate your possible returns on that leap spread as you ordinarily would, then place the return results of that and the return results for the covered call position side by side for any given price level of the stock you calculate, and net them out.... |
8809 | Is stock trading based more on luck than poker playing? | [
"187675",
"498378",
"85990"
] | [
"I'd say that it cannot be meaningfully calculated or measured because the two are just too different in every way. Poker Stock trading I guess the last point (that someone relying on luck is exploitable in poker but not in stock trading) could be interpreted as stock trading being based more on luck, while the sec... |
881 | US Expatriate, do I have to file for an extension, or do I automatically get it, as in without doing anything? | [
"87987"
] | [
"\"The 2 months extension is automatic, you just need to tell them that you're using it by attaching a statement to the return, as Pete Becker mentioned in the comments. From the IRS pub 54: How to get the extension. To use this automatic 2-month extension, you must attach a statement to your return explaining wh... |
8810 | What is the opposite of a sunk cost? A “sunk gain”? | [
"583165",
"221206",
"34949",
"454409",
"485982",
"84722"
] | [
"\"It is called \"\"Opportunity Cost.\"\" Opportunity cost is the value you lose because of a decision you made. This is the book definition from Investopedia. The difference in return between a chosen investment and one that is necessarily passed up. Say you invest in a stock and it returns a paltry 2% over th... |
8812 | Accepted indicators for stock market valuation | [
"62290"
] | [
"There are several camps for stock valuation, and much of it boils down to your investment style. A growth investor will not consider something with a 50x P/E ratio to be overvalued, but a value investor certainly would. I would recommend looking up the Fama-French n-factor model (it was 3-factor, I believe they h... |
8815 | If you own 1% of a company's stock, are you entitled to 1% of its assets? | [
"315375",
"280111",
"54257"
] | [
"No. You're entitled to 1% of votes at the shareholders' meeting (unless there's class division between shareholders, that is). If more than 50% of the shareholders vote to close the company, sell off its assets and distribute the proceeds to the owners - you'll get 1% share of the distributions.",
"\"No. If the... |
8819 | Is there strategy to qualify stock options with near expiry date for long term capital gain tax? | [
"171819",
"330848"
] | [
"\"There some specific circumstances when you would have a long-term gain. Option 1: If you meet all of these conditions: Then you've got a long-term gain on the stock. The premium on the option gets rolled into the capital gain on the stock and is not taxed separately. From the IRS: If a call you write is exerc... |
882 | Does the CRA reprieve those who have to commute for work? | [
"236122"
] | [
"The answer on the Canadian Government's website is pretty clear: Most employees cannot claim employment expenses. You cannot deduct the cost of travel to and from work, or other expenses, such as most tools and clothing. However, that is most likely related to a personal vehicle. There is a deduction related ... |
8820 | How does the person lending shares to the short selller protect themselves if the short sellers are correct? | [
"125659",
"480949"
] | [
"\"Lending of shares happens in the background. Those who have lent them out are not aware that they have been lent out, nor when they are returned. The borrowers have to pay any dividends to the lenders and in the end the borrowers get their stock back. If you read the fine print on the account agreement for a mar... |
8822 | Where to invest proceeds from home sale to be used to buy new house within five years? | [
"457122"
] | [
"\"For a two year time frame, a good insured savings account or a low-cost short-term government bond fund is most likely the way I would go. Depending on the specific amount, it may also be reasonable to look into directly buying government bonds. The reason for this is simply that in such a short time period, the... |
8828 | How do I handle fund minimums as a beginning investor? | [
"505993",
"68270",
"280719"
] | [
"Buy the minimum of one fund now. (Eg total bond market) Buy the minimum of the next fund next time you have $2500. (Eg large-cap stocks.) Continue with those until you have enough to buy the next fund (eg small-cap stocks). Adjust as you go to balance these funds according to your planned ratios, or as close as y... |
883 | How do you report S-corporation Shareholder loans / capital contributions? | [
"65040"
] | [
"As the owner of the S-corp, it is far easier for you to move money in/out of the company as contributions and distributions rather than making loans to the company. Loans require interest payments, 1099-INT forms, and have tax consequences, whereas the distributions don't need to be reported because you pay taxes ... |
8833 | How To Interpret Share Prices? | [
"46117"
] | [
"The missing information is at the end of the first line: the price is from NASDAQ (most specifically Nasdaq Global Select), which is a stock exchange in the USA, so the price is in US Dollars."
] |
8837 | I am Brasilian resident, how to buy shares on NYSE? | [
"581642",
"478736",
"228044"
] | [
"I am not sure what a Brazilian equivalent is but you could just do an ADR. Keep in mind that when you are investing in a foreign company there are certain currency risks that you may need to consider.",
"There are some brokers in the US who would be happy to open an account for non-US residents, allowing you to... |
8838 | Official site to follow Warren Buffet's Berkshire Hathaway change in investment holdings? | [
"375671",
"369424"
] | [
"Are you looking for this Warren Buffets Stock Portfolio? Or Berkshire Hathaway Portfolio WFC is near the bottom of the BH portfolio but it seems to be a rather large investment for both.",
"\"The official source is the most recent Form 13F that Berkshire Hathaway, which is filed with the Securities & Exchange C... |
884 | Company is late in paying my corporate credit card statement - will it hurt my credit? | [
"59023",
"103970"
] | [
"\"According to an article on Bankrate.com from 2011, yes, it can hurt your credit: With individual liability accounts, the employee holds all responsibility for the charges, even if the company pays the issuer directly. Joint liability means the company and employee share the responsibility for payments, says Mahe... |
8844 | Why don't companies underestimate their earnings to make quarterly reports look better? | [
"509816",
"414649"
] | [
"Stating poor estimates in advance will lower your share price to compensate for thge extras boost it gets later ... And may run afoul of stock manipulation laws. More pain than gain likely.",
"You need to distinguish a company's guidance from analysts' estimates. A company will give a revenue/earnings guidance w... |
8848 | Effect of company issued options on share price | [
"107377",
"525390"
] | [
"The answer to your question as asked is no. Call options, even those issued by the company, cannot create new shares unless they are employee stock options. Company-issued warrants, on the other hand, can create new shares.",
"\"A company has 100,000 shares and 100,000 unexercised call options (company issued).... |
8851 | What causes discontinuities with stock prices | [
"186495"
] | [
"During the 12 plus hours the market was closed news can change investors opinion of the stock. When the market reopens that first trade could be much different than the last trade the day before."
] |
8852 | How much is my position worth after 5-1 stock split? | [
"324916"
] | [
"The average price would be $125 which would be used to compute your basis. You paid $12,500 for the stock that is now worth $4,500 which is a loss of $8,000 overall if you sell at this point."
] |
8854 | Restricted Stock Grants - How to prepare tax return when you sell to cover taxes | [
"227064"
] | [
"You don't. When you sell them - your cost basis would be the price of the stock at which you sold the stocks to cover the taxes, and the difference is your regular capital gain."
] |
8856 | Extra cash - go towards mortgage, or stock? | [
"63883",
"101589"
] | [
"It's six of one a half dozen of another. Investing the cash is a little more risky. You know exactly what you'll get by paying down your mortgage. If you have a solid emergency fund it's probably most advisable to pay down your mortgage. If your mortgage is 3% and your investment makes 3.5% you're talking ab... |
8857 | Is it prudent to sell a stock on a 40% rise in 2 months | [
"471911",
"203873",
"297399"
] | [
"Depends entirely on the stock and your perception of it. Would you buy it at the current price? If so, keep it. Would you buy something else? If so, sell it and buy that.",
"Sell half. If it's as volatile as you say, sell it all and buy on another dip. No one can really offer targeted advice based on the amount ... |
8858 | Dividends and tax withholding for ETF vs Mutual Fund for U.S. Non-Resident Alien? | [
"534391"
] | [
"Does my prior answer here to a slightly different question help at all? Are there capital gains taxes or dividend taxes if I invest in the U.S. stock market from outside of the country?"
] |
886 | How to declare foreign gift of nearly $10,000 | [
"220887"
] | [
"Actually banks aren't required to (and don't) report on 8300 because they already report $10k+ cash transactions to FinCEN as a Currency Transaction Report (CTR), which is substantively similar; see the first item under Exceptions in the second column of page 3 of the actual form. Yes, 8300 is for businesses, that... |
8862 | How credible is Stansberry's video “End of America”? | [
"245198",
"457390",
"140643",
"484055",
"54916",
"5470"
] | [
"\"I listened to about 15 minutes of the video, but then I read your other link, which gives a much better summary. This guy is an idiot. Just consider this statement: \"\"If everyone was taxed at 100%, it wouldn't be enough to balance the federal budget.\"\" This is true to some extent. It wouldn't be enough to ba... |
8863 | How can I figure out when I'll be able to write call options of a stock? | [
"508492",
"105775"
] | [
"Call the CBOE, the Chicago Board of Options Exchange I've requested options on several IPOs in the past. You mainly have to convince them that there is a market for them (or they won't be inclined to provide liquidity). The CBOE could talk to the company in question to help convince them, or the CBOE will just tel... |
8864 | How do I find an ideal single fund to invest all my money in? | [
"322725",
"20140",
"185443",
"429929",
"511455",
"241996"
] | [
"In the past 10 years there have been mutual funds that would act as a single bucket of stocks and bonds. A good example is Fidelity's Four In One. The trade off was a management fee for the fund in exchange for having to manage the portfolio itself and pay separate commissions and fees. These days though it is ver... |
8867 | What are some of the key identifiers/characters of an undervalued stock? | [
"239172",
"94591"
] | [
"You can't. If there was a reliable way to identify an undervalued stock, then people would immediately buy it, its price would rise and it wouldn't be undervalued any more.",
"P/E = price per earnings. low P/E (P/E < 4) means stock is undervalued."
] |
8869 | How much does the volatility change for a 1$ move in the underlying | [
"580108"
] | [
"The volatility measures how fast the stock moves, not how much. So you need to know the period during which that change occurred. Then the volatility naturally is higher the faster is the change."
] |
887 | Should I pay myself a dividend or a salary? | [
"68190"
] | [
"In cases like this you should be aware that tax treaties may exist and that countries are generally willing to enter into them. Their purpose is to help prevent double taxation. Tax treaties often times give you a better tax rate than even being a resident of the countries in question! (For instance, the Italy to ... |
8870 | ETF holding shares in itself | [
"240640"
] | [
"\"Lindsell Train Investment Trust could be different than the \"\"Lindsell Train Limited\"\", the company that runs the fund and thus you are mixing apples and oranges here since the bank isn't a listed stock.\""
] |
8871 | historical stock data starting from 1900 | [
"226749",
"299109"
] | [
"Robert Shiller published US Stock Market data from 1871. Ken French also has historical data on his website. Damodaran has a bunch of historical data, here is some historical S&P data.",
"Good day! Did a little research by using oldest public company (Dutch East India Company, VOC, traded in Amsterdam Stock Ex... |
8873 | If a stock has only buyers and no sellers how does its price go up? | [
"100590",
"391929",
"472298"
] | [
"\"You are interpreting things wrong. Indian Infotech and Software Ltd (BOM:509051) clearly has volume and trades. The MoneyControl site says Your words like \"\"Nobody is selling the stock\"\" and \"\"no trade going on\"\" are completely unfounded.\"",
"You can, in theory, have the stock price go up without a... |
888 | Capital gains and flow through tax treatment | [
"93205"
] | [
"For some reason this can result in either the flow through income being UNTAXED or the flow through income being taxed as a capital gains. Either way this allows a lower tax rate for LLC profits. I'm not sure that correct. I know it has something to do with capital accounts. This is incorrect. As to capita... |
8881 | What is a good investment vehicle for introducing kids to investing? | [
"450848",
"157729",
"482955",
"311568"
] | [
"\"I'd also look into index funds (eg Vanguard) as they have low management fees. you can buy these as ETFs as well - so you can buy in at a very low starting amount. An index fund can also be a talking point for your kids about what an industry index is and how it relates to the companies that fall into it. Also a... |
8885 | How would I prove my claim in a class action settlement on a “stock misconduct” case when I shorted the stock? | [
"202960"
] | [
"No. You shorted the stock so you are not a shareholder. If you covered your short, again you are not a shareholder as you statement of account must show. You cannot participate in the net settlement fund."
] |
8886 | Is it possible to sell a stock at a higher value than the market price? | [
"480964",
"130303",
"361238"
] | [
"You can ask for 305rs, but as long as shares are available at lower prices you won't sell. Only when your ask becomes the lowest available price will someone buy from you. See many past questions about how buyers and sellers are matched by the market.",
"The core issue is to understand what 'selling a share' mea... |
8893 | Beginner dividend investor - first steps | [
"243931",
"25753",
"495600"
] | [
"\"This has been answered countless times before: One example you may want to look at is DGRO. It is an iShares ETF that many discount brokers trade for free. This ETF: offers \"\"exposure to U.S. stocks focused on dividend growth\"\".\"",
"How do I start? (What broker do I use?) We don't make specific recomme... |
8894 | Any Experience with the Gone Fishin' Portfolio? | [
"70072"
] | [
"\"Yes, the \"\"based on\"\" claim appears to be true – but the Nobel laureate did not personally design that specific investment portfolio ;-) It looks like the Gone Fishin' Portfolio is made up of a selection of low-fee stock and bond index funds, diversified by geography and market-capitalization, and regularly ... |
8895 | Why does the biotechnology industry have such a high PE ratio? | [
"326020",
"491716",
"421248",
"420556"
] | [
"\"If you look at the biotech breakdown, you'll find a lot of NAs when it comes to P/E since there are many young biotech companies that have yet to make a profit. Thus, there may be something to be said for how is the entire industry stat computed. Biotechnology can include pharmaceutical companies that can have ... |
8896 | Should I sell when my stocks are growing? | [
"27015",
"573612",
"310683",
"251536",
"504235",
"273565",
"303724",
"295912"
] | [
"If you feel comfortable taking an 8% gain on your stocks, then yes, you should sell. It is generally a good idea to know when you want to sell (either a price or %) before you ever actually buy the stocks. That helps from getting emotional and making poor decisions.",
"\"I reread your question. You are not askin... |
8899 | What does it really mean to buy a share? | [
"313437",
"160028"
] | [
"I have been careful here to cover both shares in companies and in ETFs (Exchange Traded Funds). Some information such as around corporate actions and AGMs is only applicable for company shares and not ETFs. The shares that you own are registered to you through the broker that you bought them via but are verified b... |
8900 | Should I set a stop loss for long term investments? | [
"472741",
"315012",
"295031",
"401598",
"203638",
"173680",
"30425",
"276082",
"202552"
] | [
"If they are truly long term investments I would not put a stop loss on them. The recent market dive related to the Brexit vote is a prime example of why not to have one. That was a brief dive that may have stopped you out of any or all of your positions and it was quite short lived. You would likely have bought yo... |
8902 | Discussing stock and stock index movement: clarifying percentage vs. points? | [
"144005",
"575169",
"599651"
] | [
"As I write this, the NASDAQ Composite is at 2790.00, down 6.14 points from yesterday. To calculate the percentage, you take 6.14 and divide by yesterday's close of 2796.14 to yield 0.22%. In your example, if SPY drops from 133.68 to 133.32, you use the difference of -0.36 and divide by the original, i.e. -0.36/133... |
8904 | How is options implied volatility for a stock determined? | [
"237499"
] | [
"\"There are a few different \"\"kinds\"\" of implied volatility. They are all based on the IVs obtained from the option pricing model you use. (1) Basically, given a few different values (current stock price, time until expiration, right of option, exercise style, strike of the option, interest rates, dividends, e... |
8915 | Recommendation on Options Back Testing tool please | [
"478469",
"574732",
"88105"
] | [
"Power Options is one such example of what you seek, not cheap, but one good trade will recover a year's fee. There's a lot you can do with the stock price alone as most options pricing will follow Black Scholes. Keep in mind, this is a niche, these questions, while interesting to me, generate little response her... |
8919 | Variable Annuity inside a Roth IRA? What is this and how can I switch it to something else? | [
"161008",
"410542"
] | [
"\"This answer is provided mostly to answer your question \"\"what is it?\"\" A variable annuity is a contract between you and an insurance company. The insurance company takes a bunch of money up front as a lump sum, and will pay you some money yearly - like earning interest. (In this case, they will probably be p... |
892 | Precedent and models for 100% equity available via initial offering? | [
"177528",
"102375"
] | [
"Founder makes available 100% equity, but uses a reasonable amount of the proceeds to pay him/herself a salary (or wage) and from that salary invests in the same initial offering to acquire shares for him/herself. I see several problems. What is a reasonable salary? Also, this leaves the door open to the foll... |
8920 | Is investing into real estate a good move for a risk-averse person at the moment | [
"357590",
"554522",
"110624",
"73649"
] | [
"Real estate is never a low-risk investment. I'd keep your money in the bank, and make sure that you don't have more in any one bank than is guaranteed in the event of bank failure. If your bank account is in Greece, Italy, Spain, Portugal or Ireland, I'd consider moving it to Eurozone country that's in better shap... |
8921 | Are there capital gains taxes or dividend taxes if I invest in the U.S. stock market from outside of the country? | [
"575899",
"552138",
"9158"
] | [
"Found a great article (with bibliography) that covers taxation on investment activity by non resident aliens - even covers the special 15% tax on dividends for Canadian residents. It's (dividend tax rate) generally 30% for other NRAs (your 2nd question). And it confirmed my suspicion that there are no capital gai... |
8922 | What are the scenarios if mining company around 4c decides to halt stock trading due to capital raising? | [
"340791"
] | [
"\"It appears that the company in question is raising money to invest in expanding its operations (specifically lithium production but that is off topic for here). The stock price was rising on the back of (perceived) increases in demand for the company's products but in order to fulfil demand they need to either i... |
8925 | Low Fee Income Generating Investments for a Trust | [
"434592"
] | [
"If your primary goal is no / minimized fees, there are 3 general options, as I see it: Based on the fact that you want some risk, interest-only investments would not be great. Consider - 2% interest equals only $1,500 annually, and since the trust can only distribute income, that may be limited. Based on the fact... |
8929 | Best ISA alternative | [
"206298"
] | [
"Your question is actually quite broad, so will try to split it into it's key parts: Yes, standard bank ISAs pay very poor rates of interest at the moment. They are however basically risk free and should track inflation. Any investment in the 6-7% return range at the moment will be linked to stock. Stock always ca... |
893 | Can stock market gains be better protected under an LLC arrangement? | [
"492401",
"144563"
] | [
"All corporate gains are taxed at the same rate as corporate income, for the corporate entity, so this actually can be WORSE than the individual capital gains tax rates. There are a lot of things you can do with trading certain asset classes, like opening you up to like-kind re-investment tax perks, but I can't thi... |
8931 | The spread goes to the market maker, is the market maker the exchange? | [
"78053",
"53041"
] | [
"\"Joke warning: These days, it seems that rogue trading programs are the big market makers (this concludes the joke) Historically, exchange members were market makers. One or more members guaranteed a market in a particular stock, and would buy whatever you wanted to sell (or vice-versa). In a balanced market -- o... |
8933 | Would an ESOP issue physical shares or stock options (call options) to participating employees? | [
"1001"
] | [
"\"Not necessarily. The abbreviation \"\"ESOP\"\" is ambiguous. There are at least 8 variations I know of: You'll find references on Google to each of those, some more than others. For fun you can even substitute the word \"\"Executive\"\" for \"\"Employee\"\" and I'm sure you'll find more. Really. So you may b... |
8935 | Is it better to buy US stocks on US stock exchanges as a European? | [
"255097",
"125568"
] | [
"Liquidity on dual listed equities is rarely the same on both exchanges. More liquidity means you would typically get a better price assuming you execute the trades using the same order types. It's recommended to trade where the liquidity is greater unless your trading method benefits somehow from it being lower. I... |
8936 | How to use stocks certificate as a gift to a teenager? | [
"328703"
] | [
"Yes, depending on what you're trying to achieve. If its just a symbolic gift - you can use a service like this. There are several companies providing this service, look them up, but the prices are fairly the same. You'll end up getting a real stock certificate, but it will cost a lot of overhead (around $40 to get... |
8938 | Investing in stocks with gross income (not yet taxed) cash from contract work? | [
"290045",
"598596",
"41509"
] | [
"You should get a 1099-MISC for the $5000 you got. And your broker should send you a 1099-B for the $5500 sale of Google stock. These are two totally separate things as far as the US IRS is concerned. 1) You made $5000 in wages. You will pay income tax on this as well as FICA and other state and local taxes. 2) Yo... |
8939 | Wash sale rules between tax advantaged and regular accounts | [
"132966"
] | [
"From the IRS Section 1091. Loss from Wash Sales of Stock or Securities Section 1091(a) provides that in the case of any loss claimed to have been sustained from any sale or other disposition of shares of stock or securities where it appears that, within a period beginning 30 days before the date of such sale or d... |
894 | Owned house for less than 2 years - 1031 exchange? | [
"263591"
] | [
"Yes, your realtor is a moron. (I am a realtor, and sorry you have such a bad one) Every industry has its good and bad. You really should find a new realtor, a good one. You know the 1031 exchange is for rental property only. And that saving $2000 isn't worth staying in the house to complete the two years required... |
8940 | TD Webbroker.ca did not execute my limit sell order even though my stock went .02 over limit | [
"315871",
"317434",
"444505"
] | [
"TD will only sell the stock for you if there's a buyer. There was a buyer, for at least one transaction of at least one stock at 96.66. But who said there were more? Obviously, the stocks later fell, i.e.: there were not that many buyers as there were sellers. What I'm saying is that once the stock passed/reached ... |
8941 | Price Earnings Ratio | [
"562238",
"278582"
] | [
"The P/E ratio is a measure of historic (the previous financial year) earnings against the current share price. If the P/E is high, this means that the market perceives a big increase in future earnings per share. In other words, the perception is that this is a fast growing company. Higher earnings may also equa... |
8942 | How did my number of shares get reduced? | [
"152097",
"512355"
] | [
"How can they reduce the number of shares I hold? They may have purchased them. You don't say what stock it is, so we can only speculate. Let's say that the stock is called PENNY. So they may have taken your 1600 PENNY shares and renamed them to 1600 PENNYOLD shares. Then they created a new $5 PENNY share and g... |
8949 | What is the difference between FINRA share volume and NASDAQ share volume? | [
"533075"
] | [
"Assuming the data you're referring to is this line: the difference might be related to the different exchanges on which the stock trades. FINRA could be listing the reported volume from one exchange, while the NASDAQ data might be listing the volume on all exchanges. This is an important distinction because AAV i... |
8952 | What risk of a diversified portfolio can be specifically offset by options? | [
"166597",
"291600"
] | [
"Options are contractual instruments. Most options you'll run into are contracts which allow you to buy or sell stock at a given price at some time in the future, if you feel like it (it gives you the option). These are Call and Put options, respectively (for buying the stock and selling the stock). If you have a l... |
8954 | Can a buy market order be matched with a sell market order in Forex trading? | [
"286328",
"56315"
] | [
"\"If there are no limit orders on the opposite side of the book when your market order gets its turn for execution, it should be rejected by the market. A market order should generally not \"\"sit on the book\"\" like your question suggests waiting for another order to arrive. Thus, the situation that you descri... |
8955 | Can institutional, quant, or other professional traders “prey on” (make money from) retail investors? | [
"550992",
"478060"
] | [
"\"I can address what it means to \"\"pick off\"\" all those trades... As quantycuenta & littleadv have said, it is absolutely true that professionals \"\"prey\"\" on less-sophisticated market participants. They aren't in the market for charity's sake. If you're not familiar with the definition of the word \"\"arb... |
896 | How do I handle taxes on a very large “gift” from my employers? | [
"422436",
"164392"
] | [
"\"You're right about your suspicions. I'm not a professional (I suggest you talk to a real one, a one with CPA, EA or Attorney credentials and license in your State), but I would be very cautious in this case. The IRS will look at all the facts and circumstances to make a claim, but my guess would be that the init... |
8960 | How can put options be used to buy shares at a lower price? | [
"345851",
"423513"
] | [
"\"Cart's answer describes well one aspects of puts: protective puts; which means using puts as insurance against a decline in the price of shares that you own. That's a popular use of puts. But I think the wording of your question is angling for another strategy: Writing puts. Consider: Cart's strategy refers to... |
8961 | super confused about bid and ask size. help | [
"177926",
"19196",
"175831"
] | [
"In the stock market many participants enter orders that are not necessarily set at the current market price of the stock (i.e. they are not market orders, they are limit orders). They can be lower than the market price (if they want to buy) or they can be higher than the market price (if they want to sell). The se... |
8975 | Comparing IRA vs 401K's rate-of-return with dollar cost averaging | [
"475426",
"198606"
] | [
"\"Google Docs spreadsheets have a function for filling in stock and fund prices. You can use that data to graph (fund1 / fund2) over some time period. Syntax: =GoogleFinance(\"\"symbol\"\", \"\"attribute\"\", \"\"start_date\"\", \"\"num_days|end_date\"\", \"\"interval\"\") where: This analysis won’t include divid... |
8976 | Is Cash Value Life Insurance (“whole life” insurance) a good idea for my future? | [
"221698",
"26307",
"391243"
] | [
"I am of the strong opinion that life insurance should be purchased as a term product and nothing more. The internal expense is usually high, the returns, poor and the product disclosure is often incomprehensible. The only purpose Cash Value Life Insurance serves, in my opinion, is to fund the retirement and colleg... |
8978 | When are investments taxed? | [
"438119",
"264820",
"337993"
] | [
"Unless your investments are held within a special tax-free account, then every sale transaction is a taxable event, meaning a gain or loss (capital gain/loss or income gain/loss, depending on various circumstances) is calculated at that moment in time. Gains may also accrue on unrealized amounts at year-end, for s... |
898 | Online Return Policies | [
"382838"
] | [
"If you paid by credit card, file a dispute with the credit card company. They will credit you the money immediately while they investigate. The burden of proof will then be on the merchant. Keep your documents handy in case you need them: USPS receipt, proof of delivery, copies of all correspondance, etc. File the... |
8980 | Is there any evidence that “growth”-style indexes and growth ETFs outperform their respective base indexes? | [
"78837",
"237305",
"178875"
] | [
"The value premium would state the opposite in fact if one looks at the work of Fama and French. The Investment Entertainment Pricing Theory (INEPT) shows a graph with the rates on small-cap/large-cap and growth/value combinations that may be of interest as well for another article noting the same research. Index f... |
8985 | How are Share Awards and Sales Treated? | [
"204388",
"361482"
] | [
"You likely received the shares as ordinary income for services of $10k, since they withheld taxes at granting. Separately, you likely had a short term capital loss on sale of $2k, since your holding period seems to have been under one year.",
"Stock awards by employers are treated and taxed as salary. I.e.: you... |
899 | How can I set up a recurring payment to an individual (avoiding fees)? | [
"148288",
"73505",
"397679",
"408043"
] | [
"I think about as close as you're going to get is to use a personal PayPal account, and set up a reminder to yourself to log in and send the money. (Because, as you said, setting up a recurring payment is a business account thing.) From PayPal's website: Sending money – Personal payments: It's free within the U.S.... |
8992 | Is gold subject to inflation? [duplicate] | [
"257881",
"55054",
"10578",
"520769"
] | [
"\"The general argument put forward by gold lovers isn't that you get the same gold per dollar (or dollars per ounce of gold), but that you get the same consumable product per ounce of gold. In other words the claim is that the inflation-adjusted price of gold is more-or-less constant. See zerohedge.com link for a ... |
8995 | Option Theta: What conditions are needed for Theta > P/N, where P = option price, and N = days to expiration? | [
"480337"
] | [
"\"So, if an out-of-the-money option (all time value) has a price P (say $3.00), and there are N days... The extrinsic value isn't solely determined by time value as your quote suggests. It's also based on volatility and demand. Here is a quote from http://www.tradingmarkets.com/options/trading-lessons/the-mystery-... |
8997 | As a young adult, what can I be doing with my excess income? | [
"237265",
"528418",
"70558",
"578597"
] | [
"I also have approx. £6000 in debt Just a note: you're guaranteed to get a return on whatever debt you pay off quickly. Even if your debt is only 2%, you get a guaranteed return of 2% - which is higher than most of the savings here in the US (not sure about the UK). You mention saving for a house, which is also a ... |
9 | Hobby vs. Business | [
"509122",
"184698"
] | [
"Miscellaneous income -- same category used for hobbies.",
"\"You can list it as other income reported on line 21 of form 1040. In TurboTax, enter at: - Federal Taxes tab (Personal in Home & Business) - Wages & Income -“I’ll choose what I work on” Button Scroll down to: -Less Common Income -Misc Income, 1099-A,... |
900 | How can a freelancer get a credit card? (India) | [
"432116",
"169978",
"190941"
] | [
"Typically Banks look for a steady source of income or savings based on which they issue a credit card. If you can't show that build a cash balance and show it. For Example if you have an PPF account with say SBI, they issue you a card with a limit of around 50% of the balance in PPF. No other documentation is requ... |
9003 | Protecting Gains: Buying a Put vs. Leveraged Bear Market vs. Liquidating Long Positions? | [
"526574"
] | [
"Buying a put is hedging. You won't lose as much if the market goes down, but you'll still lose capital: lower value of your long positions. Buying an ultrashort like QID is safer than shorting a stock because you don't have the unlimited losses you could have when you short a stock. It is volatile. It's not a w... |
9006 | Why would a company with a bad balance sheet be paying dividends? | [
"502965",
"42892",
"9876",
"234893",
"507128"
] | [
"\"A simple response is that it's a good political/strategic move. Ford have effectively said, \"\"We know we still have debt, but we think the long term future is so good we can go back to paying dividends.\"\" It builds investor confidence and attracts new money. It can also be seen as a way of Ford indicating th... |
901 | How to teach personal reconciliation and book balancing | [
"141235"
] | [
"\"If you are wanting to teach your kids basic accounting principles there is some good stuff on Khan Academy. However most of the stuff takes practice to really make it hit home and its kinda boring (Especially to kids who may or may not care about it). Maybe if you help them set up an account on Mint so that they... |
9016 | What makes a Company's Stock prices go up or down? | [
"401818",
"580920",
"421371",
"469916"
] | [
"There are many things that can make a company's share price go up or down. Generally, over the long term, the more consistently profitable a company is the more its share price will go up. However, there are times when a company may not be making any profits yet but its share price still goes up. This can be due t... |
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