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Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the standard deviation and mean return of oil? ### Answer: Oil as a commodity or investing in oil companies as a stock? As a commodity, I'd recommend none. The article Commodities – They Have...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the standard deviation and mean return of oil? ### Answer: Your question is a moving target. And my answer will be subject to revision. I disagree with the votes to close, as you are asking (i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is selling only shares you bought with margin on a margin/unsettled cash purchase free ride? ### Answer: I'm not 100% sure, but I don't think it would be considered a free ride. The idea of a free rid...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is selling only shares you bought with margin on a margin/unsettled cash purchase free ride? ### Answer: There is no free ride at most brokers. You will likely be charged a margin fee for that trade e...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a way to create a limit order with both an upper and lower limit ### Answer: Yes there is, it is called a One-Cancels-the-Other Order (OCO). Investopedia defines a OCO order as: Definition of...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a way to create a limit order with both an upper and lower limit ### Answer: In a way yes but I doubt you'd want that. A "Stop-Limit" order has both stop and limit components to it but I doub...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Ideas for patenting/selling a trading strategy ### Answer: If you have a great technical trading system that gets you winning trading 80-85% of the time in backtesting, the question should be why are ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Feasibility of using long term pattern on short term investments ### Answer: When structures recur at different scales, they're called "fractals", and there is something called the "fractal markets hy...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Feasibility of using long term pattern on short term investments ### Answer: Most patterns can be used on various time frames. For example you could use candle stick reversal patterns on monthly chart...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Feasibility of using long term pattern on short term investments ### Answer: There are Patterns inside of Patterns. You will see short term patterns (flags / pennants) inside of long term patterns (tr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Technical Analysis: the concepts of overbought / oversold don't make sense ### Answer: Some technical indicators (e.g. Williams %R) indicate whether the market is overbought or oversold. ... Every t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Technical Analysis: the concepts of overbought / oversold don't make sense ### Answer: You are right that every transaction involves a seller and a buyer. The difference is the level of willingness fr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Technical Analysis: the concepts of overbought / oversold don't make sense ### Answer: Investopedia's explanation of overbought: An asset that has experienced sharp upward movements over a very short ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When can we exercice an option? ### Answer: American options (like those on ADBE) can be exercised by the holder anytime before expiration. They will be exercised automatically at expiration if they a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When can we exercice an option? ### Answer: Owners of American-style options may exercise at any time before the option expires, while owners of European-style options may exercise only at expirat...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When can we exercice an option? ### Answer: If you're talking about ADBE options, that is an American style option, which can be exercised at any time before expiration. You can exercise your options ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Capital Gains and Tax Brackets ### Answer: It will definitely be added to your AGI, but not necessarily bump your ordinary income tax bracket. You will have to use the Capital Gains Computation worksh...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: In a reverse split, what happens to odd lots? ### Answer: Usually five shares and some cash. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: In a reverse split, what happens to odd lots? ### Answer: There are two reasons to do a reverse split. Those partial shares will then be turned into cash and returned to the investors. For large inst...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I find a good mutual fund to invest 5K in with a moderately high amount of risk? ### Answer: Just find a low cost S&P 500 index fund, and spend your time reading The Great Mutual Fund Trap inst...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I find a good mutual fund to invest 5K in with a moderately high amount of risk? ### Answer: The "Money 70" is a fine list: http://money.cnn.com/magazines/moneymag/bestfunds/index.html Money ma...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I find a good mutual fund to invest 5K in with a moderately high amount of risk? ### Answer: Vanguard has a lot of mutual fund offerings. (I have an account there.) Within the members' sectio...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Placing bid in market price ### Answer: Market price is just the bid or offer price of the last sell or buy order in the market. The price that you actually receive or pay will be the price that the p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it easier for brokers to find shares to short in premarket? ### Answer: The shares available to short are a portion of those shares held by the longs. This number is actually much easier to determi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it easier for brokers to find shares to short in premarket? ### Answer: I don't think that the trading volume would impact a broker's ability to find shares to short. You might think that a lot mo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will capital gains affect my tax bracket? ### Answer: 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 w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will capital gains affect my tax bracket? ### Answer: I'm not sure where you are, but in the United States capital gains are taxed at a lower rate than other types of income. On the 1040, captial gain...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do brokers execute every trade on the exchange? ### Answer: There are two terms that are related, but separate here: Broker and Market Maker. The former is who goes and finds a buyer/seller to buy/se...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Taking Losses To Save On Tax ### Answer: 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 ra...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Taking Losses To Save On Tax ### Answer: As Dilip said, if you want actual concrete, based in tax law, answers, please add the country (and if applicable, state) where you pay income tax. Also, knowin...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Taking Losses To Save On Tax ### Answer: No, if you are taking a loss solely and purely to reduce the tax you have to pay, then it is not a good strategy, in fact it is a very bad strategy, no matter ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Online resource to get expense ratios for mutual funds, index funds & ETFs? ### Answer: If you want the answer from the horse's mouth, go to the website of the ETF or mutual find, and the expense rat...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does Implied Volatilty factor in all known future events? ### Answer: In short, yes. Implied volatility will capture any expected upcoming material announcements. There is also supply/demand impact bu...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does Implied Volatilty factor in all known future events? ### Answer: From every article I've encountered, the chicken and egg aspect suggests that IV is produced by looking at options pricing, and ca...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Understanding about Williams' Alligator Indicator? ### Answer: Is that indicator can only be used for short-term trade? First of all, indicator works perfect during trends and oscillator works perfect...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do stocks gap up after a buyout is announced? ### Answer: 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...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do stocks gap up after a buyout is announced? ### Answer: The "random walk" that you describe reflects the nature of the information flow about the value of a stock. If the flow is just little bi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are dividends, when are they paid, and how do they affect my position? ### Answer: Dividends are normally paid in cash, so don't generally affect your portfolio aside from a slight increase to 'c...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are dividends, when are they paid, and how do they affect my position? ### Answer: Dividends are declared by the board of directors of a corporation on date A, to stock holders of record on date ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are dividends, when are they paid, and how do they affect my position? ### Answer: Dividends can also be automatically reinvested in your stock holding through a DRIP plan (see the wikipedia link...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why the need for human brokers while there are computers? ### Answer: There are still human brokers on the floor primarily due to tradition. Their numbers have certainly dwindled, however, and it's re...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: About dividend percentage ### Answer: 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 sha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a standard for naming stocks exchanges? Is there a list of abbreviated names? ### Answer: Wikipedia is your friend: http://en.wikipedia.org/wiki/List_of_stock_exchanges ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Single investment across multiple accounts… good, bad, indifferent? ### Answer: The main restrictions you see with IRA's involve contributions, and not the actual investments themselves. I would be in...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Single investment across multiple accounts… good, bad, indifferent? ### Answer: One implication is the added fees if you are investing in something with a trading cost or commission, such as your stoc...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Single investment across multiple accounts… good, bad, indifferent? ### Answer: The other issue you could run into is that each deferred account is going to be subject to its own RMD's (Required Minim...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Shorting versus selling to hedge risk ### Answer: 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 ac...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Shorting versus selling to hedge risk ### Answer: If you already own shares in a company and sell some, you won't be short selling these shares if sold from the same brokerage account, because your ex...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Shorting versus selling to hedge risk ### Answer: The word 'hedge' emerges from early agriculture when farmers would ask the market for a minimum buy price for each crop they planted. They used this m...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Shorting versus selling to hedge risk ### Answer: It's not quite identical, due to fees, stock rights, and reporting & tax obligations. But the primary difference is that a person could have voting r...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to trade CFD without leverage? ### Answer: Generally not, however some brokers may allow it. My previous CFD Broker - CMC Markets, used to allow you to adjust the leverage from the maxi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to trade CFD without leverage? ### Answer: If you don't need leverage, then it's a better idea to just buy the underlying sock itself. This will net you the following benefits: Leverage...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to trade CFD without leverage? ### Answer: Yes, just set aside the amount of money. If you buy a cfd long in a stock for a 1000$, set aside 1000$. If you buy a cfd short, set aside the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it possible to trade CFD without leverage? ### Answer: You can but there is no point trading CFD's seeing you may still lose more than your investment due to slippage ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do share buybacks work? ### Answer: 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 i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do share buybacks work? ### Answer: The short version of JB King's excellent answer is that the company will typically buy back shares from the open market at market price. Sometimes, it will spec...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Exercise a put option when shorting is not possible ### Answer: 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 yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Exercise a put option when shorting is not possible ### Answer: You are the one lending yourself the shares to sell;you purchase the stock at market price and sell at the strike price of the option to...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where is my dividend? ### Answer: 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 additio...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are “trailing 12-month total returns”? ### Answer: ( 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. Th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are “trailing 12-month total returns”? ### Answer: Total Return is the percent change in value (including andy dividends) of an instrument. The "trailing 12-month" means that your starting point...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Using Euros to buy and sell NASDAQ stocks ### Answer: 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 li...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Using Euros to buy and sell NASDAQ stocks ### Answer: Either way you'll be converting to US Dollars somewhere along the line. You are seeking something that is very redundant ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Using Euros to buy and sell NASDAQ stocks ### Answer: You can check whether the company whose stock you want to buy is present on an european market. For instance this is the case for Apple at Frankfu...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How is the Dow divisor calculated? ### Answer: Have you actually read the Wikipedia article? To calculate the DJIA, the sum of the prices of all 30 stocks is divided by a divisor, the Dow Divisor. The...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How is the Dow divisor calculated? ### Answer: The details of the DJIA methodology is outlined in the official methodology document on their website. In addition, you will need their index mathematic...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What do these numbers mean? (futures) ### Answer: No, it means that is only the notional value of that underlying asset of that contract, generally. The contract specification itself is listed on the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What do these numbers mean? (futures) ### Answer: The other answer covers the mechanics of how to buy/sell a future contract. You seem however to be under the impression that you can buy the contract ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What do these numbers mean? (futures) ### Answer: The two answers given previously provide excellent information. In relation to your statement: If I buy the above future contract, does that mean I pa...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do Transfer Agents/Share Registrars get the names of beneficiary shareholders ### Answer: In the United States, the stock certificate is updated to include beneficiary information. I expect it to...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Pros and cons of bond ETF versus traditional bond mutual fund? ### Answer: 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,...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I buy an ETF? ### Answer: Usually, you can buy ETFs through brokerages. I looked at London to see if there's any familiar brokerage names, and it appears that the address below is to Fidelity...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I buy an ETF? ### Answer: First of all, you'll need a securities account. Nowadays, most large banks offer this as a standard product for all their customers, though it may require some extra ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Estimating the impact of tax-loss harvesting ### Answer: 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 ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does one interpret financial data for stocks listed on multiple exchanges? ### Answer: First and foremost you need to be aware of what you are comparing. In this case, HSBC as traded on the NYSE e...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Relationship between liquidity and an efficient market ### Answer: Liquidity is highly correlated to efficiency primarily because if an asset's price is not sampled during the time of a trade, it's pr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I withdraw unsettled funds? ### Answer: 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, a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the opposite of a hedge? ### Answer: 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 ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the opposite of a hedge? ### Answer: The opposite of a hedge is nothing. Because if you don't want to hedge you bets, you don't, therefore you merely have the original bet. The opposite state...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the opposite of a hedge? ### Answer: I guess the opposite of being hedged is being unhedged. Typically, a hedge is an additional position that you would take on in order to mitigate the potent...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the opposite of a hedge? ### Answer: There is no opposite of a hedge, except not having a hedge at all. A "hedge" isn't directional. If you are short, you hedge by having something that minimi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the opposite of a hedge? ### Answer: I'd say the opposite of hedging is speculating. If you are convinced an asset will appreciate in value, or rather the probability of gains is enough to in...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: At what price are dividends re-invested? ### Answer: 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 ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: At what price are dividends re-invested? ### Answer: If a stock is trading for $11 per share just before a $1 per share dividend is declared, then the share price drops to $10 per share immediately fo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What's the justification for the DJIA being share-price weighted? ### Answer: The share-price weighting of the DJIA is a historical artifact. The DJIA remains share-price weighted today because that'...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What will happen when a bid price is higher than an ask price? ### Answer: It depends on the sequence in which the order [bid and ask] were placed. Please read the below question to understand how the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What will happen when a bid price is higher than an ask price? ### Answer: The situation you're proposing is an over-simplification that wouldn't occur in practice. Orders occur in a sequence over tim...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why don't brokerages charge commissions on forex trades? ### Answer: Investopedia has a section in their article about currency trading that states: The FX market does not have commissions. Unlike exc...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why don't brokerages charge commissions on forex trades? ### Answer: Simply because forex brokers earn money from the spread that they offer you. Spread is the difference between buyers and sellers. I...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can foreign investor (residing outside US) invest in US company stocks? ### Answer: As other people have said they should register with a broker in the country they reside in that can deal in US s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can foreign investor (residing outside US) invest in US company stocks? ### Answer: Instead of SSN, foreign person should get a ITIN from the IRS. Instead of W9 a foreigner should fill W8-BEN. For...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can foreign investor (residing outside US) invest in US company stocks? ### Answer: (Note: out of my depth here, but in case this helps...) While not a direct answer to your question, I'll point o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens to the put option (longer expiration) of a collar if the call gets assigned? ### Answer: The put will expire and you will need to purchase a new one. My advise will be that the best thing...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How splits and dividends affect option prices ### Answer: Investopedia explains how a stock split impacts the stock's options: Each option contract is typically in control of 100 shares of an underlyi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: On what dates do the U.S. and Canada release their respective federal budgets? ### Answer: In the US there is no set date. If all goes well there are multiple dates of importance. If it doesn't go wel...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: On what dates do the U.S. and Canada release their respective federal budgets? ### Answer: Canada does not have a set date on which a (Federal) budget plan is unveiled. In 2011 it was June 6th. In 201...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: On what dates do the U.S. and Canada release their respective federal budgets? ### Answer: To the best of my knowledge, there's no firm date requirement. The fiscal year for the US Federal Government ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Which is the most liquid market for trading? ### Answer: 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. ##...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Which is the most liquid market for trading? ### Answer: Depends on how you measure liquidity. There's papers out there that approach this very question. Measured in order book spreads for a consolid...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buying an option in the money, at the money, or out of the money ### Answer: I look for buying a call option only at the money, but first understand the background above: Let's suppose X stock is bein...