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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: You can do some very crafty hedging with the variety of options. For instance, deep out of the money options are affected ...
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: 1 reason is Leverage.... If you are buying out of the money options you get much more bang for your buck if the stock move...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are founders of a company paid dividends? ### Answer: Depends on if the stock pays a dividend or not. Some companies in their early years may choose to not pay dividends. Your calculations are off as ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What kind of technical analysis and indicators available for mutual fund navs ### Answer: A general mutual fund's exact holdings are not known on a day-to-day basis, and so technical tools must work w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to safely exit a falling security? ### Answer: If the stock is below its purchase price, there is no way to exit the position immediately without taking losses. Since presumably you had Good Reaso...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can anyone help me figure out what my monthly take-home salary will be? ### Answer: If you are not taking any of the options in the Flexible Benefit Plan, then everything is taxable. Check about "Reti...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are BID and ASK the minimum and maximum? ### Answer: So in your screenshot, someone or some group of someones is willing to buy 3,000 shares at $3.45, and someone or some group of someones is willing ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks to reduce my debt? ### Answer: Simply put, the interest you're paying on your loans is eating into any gains you have in the stock market. So, figure out how much you're payin...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks to reduce my debt? ### Answer: Put yourself in this position - if you had no debts and no investments, would you borrow money at those rates to invest in the stock market? If ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks to reduce my debt? ### Answer: I'd get rid of the debt with the stock money. Stocks are at a high for the year. Get out while the getting's good and get your financial house ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks to reduce my debt? ### Answer: Obviously, you should not buy stock when the option is to pay down your debt. However, your question is different. Should you sell to reduce debt...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks to reduce my debt? ### Answer: Depends from your general overall situation, but for what we know i would say: Definetely get rid of the high interest loan (10%) since average s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Should I sell my stocks to reduce my debt? ### Answer: I'm surprised no one has picked up on this, but the student loan is an exception to the rule. It's inflation bound (for now), you only have to pa...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Investments - Huge drop in bid price versus last close ### Answer: Depends on when you are seeing these bids & asks-- off hours, many market makers pull their bid & ask prices entirely. In a lightly ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What type of returns Vanguard is quoting? ### Answer: From the Vanguard page - This seemed the easiest one as S&P data is simple to find. I use MoneyChimp to get - which confirms that Vanguard's pag...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Index funds with dividends? ### Answer: nan ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Index funds with dividends? ### Answer: I assume that when you say 'the DOW' that you actually mean the general market. The ticker symbol for the general market is SPY (called a 'Spider'). The ticker...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: DJIA components multipliers ### Answer: You can create something like that by: You'll have to determine the PE ratio manually from the financial statements. To get the PE ratio for each company, you ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the “Short sale circuit breaker rule”? ### Answer: Summary: The phrase "short sale circuit breaker" rule normally refers to the SEC's recent adoption of a new version of the uptick rule. The n...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What are the tax implications of dividends that I receive from stocks (equity) that I hold? ### Answer: Note the above is only for shares. There are different rules for other assets like House, Jewell...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are limit orders safe? ### Answer: I assume you're talking about a sell order, not a buy order. When you place a limit sell order, your order is guaranteed to be placed at that price or higher. If th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are limit orders safe? ### Answer: Limit orders are generally safer than market orders. Market orders take whatever most-favorable price is being offered. This can be especially dangerous in highly vo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a “reverse wash sale” rule? ### Answer: Yes, the newly bought shares will have a long-term holding period, regardless of when you sell them. In addition, it's only a wash sale if you sold t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: After Hours S&P 500 ### Answer: The futures market trades 24 hours a day, 5.5 days a week. S&P 500 futures market continues trading, and this gives pricing exposure and influences the individual stock...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: After Hours S&P 500 ### Answer: My original answer contained a fundamental error: it turns out that it is not true that any exchange can create its own product to track any underlying index. If the u...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is my wash sale being calculated incorrectly? ### Answer: According to Wikipedia this is still a wash sale: In the USA wash sale rules are codified in "26 USC § 1091 - Loss from wash sales of stock ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is my wash sale being calculated incorrectly? ### Answer: You add the wash sale loss to your cost basis for the other transaction so you would have two entries in your schedule d reporting 1.) Listing...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is my wash sale being calculated incorrectly? ### Answer: Strangely enough, you have a wash sale, but, for the fact that you sold the shares and then more than 30 days passed, you can take the loss. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to trade large number of shares? ### Answer: I think if you are only trading stocks with average volume greater than 1M you should not have any trouble entering a 10,000 size trade. If you are you...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to trade large number of shares? ### Answer: If you really did have a large share size, a market order would move the price more so in your desired direction. Although your cost basis would be les...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to trade large number of shares? ### Answer: You need to negotiate with your broker to allow you to do more exotic order types. One in particular I recommend is a "hidden" aka iceberg order. You...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: I'm in the U.S. What are vehicles to invest in international stocks? ### Answer: You can look into specific market targeted mutual funds or ETF's. For Norway, for example, look at NORW. If you want t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: I'm in the U.S. What are vehicles to invest in international stocks? ### Answer: Interactive Brokers offers many foreign markets (19 countries) for US based investors. You can trade all these local m...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Day trading definition ### Answer: If I buy 10 stocks on Monday and sell the same on Tuesday (different trading day) would I be considered a day trader? No. It is only counting if you buy something an...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Bid price… sudden Drop ### Answer: An option gives you the option rather than the obligation to buy (or sell) the underlying so you don't have to exercise you can just let the option expire (so long i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does it take two weeks (from ex-date) for dividends to pay out? ### Answer: Why does it take two weeks (from ex-date) for dividends to pay out? For logistical and accounting purposes. This article...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does it take two weeks (from ex-date) for dividends to pay out? ### Answer: So from Investopedia - Who actually declares a dividend states that the Board of Directors of a company sets the 4 key d...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax ID for an international student investing in U.S stocks ### Answer: You need an ITIN. Follow the instructions on the IRS page to apply. You might be better off getting an on-campus employment auth...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When a company reports it earnings, when does the SEC EDGAR system show the report online? ### Answer: IT appears the company you're talking about did not report as you expected them to, which is not ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How (or is it necessary) to rebalance a 401k with only one index fund? ### Answer: There's nothing to rebalance, the index fund rebalances itself to continue matching the index. However, you need to u...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How (or is it necessary) to rebalance a 401k with only one index fund? ### Answer: Rebalance is across asset-classes which are mutually independent [like stocks and bonds; they may be inversely correl...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can buying REIT's be compared to investing in Real Estate? ### Answer: A couple of distinctions. First, if you were to "invest in real estate" were you planning to buy a home to live in, or buy a home...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can buying REIT's be compared to investing in Real Estate? ### Answer: well yes but you should also begin to understand the sectoral component of real estate as a market too in that there can be comme...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax treatment of dividends paid on short positions ### Answer: In the USA there are two ways this situation can be treated. First, if your short position was held less than 45 days. You have to (when ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does a Dividend “will not be quoted ex” mean? ### Answer: The ex indicator is meant to be a help for market participants. On the ex-day orders will go into a different order book, the ex order b...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does a Dividend “will not be quoted ex” mean? ### Answer: One occastion where "will not be quoted ex" is used is when a corporate action is occurring such as a spin-off. In such a case, the righ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Get financial reports on Canadian companies ### Answer: www.sedar.com is the official site that provides access to most public securities documents and information filed by public companies and invest...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What tax law loophole is Buffet referring to? ### Answer: A Section 1256 contract is any: Non-equity options include debt options, commodity futures options, currency options, and broad-based stock in...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Limits and taxation of receiving gift money, in India, from a friend in Italy? ### Answer: He wants to send me money, as a gift. Do you know this friend? It could easily be a scam. What I don't know i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a legal deadline for when your bank/brokerage has to send your tax forms to you? ### Answer: I got notice from Charles Schwab that the forms weren't being mailed out until the middle of Febru...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a legal deadline for when your bank/brokerage has to send your tax forms to you? ### Answer: Many of the custodians (ie. Schwab) file for an extension on 1099s. They file for an extension as...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a legal deadline for when your bank/brokerage has to send your tax forms to you? ### Answer: I can't find specific information for Form 1099-DIV for this tax year. However, I found this quot...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can you recommend some good websites/brokers for buying/selling stocks in India? ### Answer: Indiabulls. Low brokerage (If you bargain) I'm user of it and I'm getting 25paisa for delivery and 5 paisa...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can you recommend some good websites/brokers for buying/selling stocks in India? ### Answer: API wise there's just one at the retail level: Interactive Brokers (India). Brokerage is high though - 3.5...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can you recommend some good websites/brokers for buying/selling stocks in India? ### Answer: There are quite a few online brokers ... All of these have different pricing structure and the right one w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can you recommend some good websites/brokers for buying/selling stocks in India? ### Answer: Most of the Indian Brokers started offering API's to retail client these days. And NSE Exchange also suppo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a widely recognized bond index? ### Answer: Multiple overlapping indices exist covering various investment universes. Almost all of the widely followed indices were originally created by Leh...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a widely recognized bond index? ### Answer: The iShares Barclays Aggregate Bond - ticker AGG, is a ETF that may fit the bill for you. It's an intermediate term fund with annual expenses of .2...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a widely recognized bond index? ### Answer: Keep in mind that the bond market is dominated by US Treasury securities... if there were an S&P 500 for bonds, the US would take positions 1-400. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does a bond etf drop by the amount of the dividend just like an equity etf ### Answer: No, they do not. Stock funds and bonds funds collect income dividends in different ways. Stock funds collect di...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does a bond etf drop by the amount of the dividend just like an equity etf ### Answer: Most bond ETFs have switched to monthly dividends paid on the first of each month, in an attempt to standardize a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does a bond etf drop by the amount of the dividend just like an equity etf ### Answer: It may be true for a bond fund. But it is not true for bond etf. Bond etf will drop by the same amount when it ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why exercise ISO/QSO early? ### Answer: You are thinking about it this way: "The longer I wait to exericse, the more knowledge and information I'll have, thus the more confidence I can have that I'll ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: why would closing price of a stock be different from different sources, and which would you take as the real price? ### Answer: There is more than one exchange where stock can be traded. For example...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Calculating profits on a covered call. What method do you use? ### Answer: yes, you are double counting. Your profit is between ($7.25 and $8) OR ($7.75 and $8.50). in other words, you bought the stoc...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Calculating profits on a covered call. What method do you use? ### Answer: at $8.50: total profit = $120.00 *basis of stock, not paid in cash, so not included in "total paid" at $8.50: total profit =...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where can I find information on the percentage of volume is contributed by shorts? ### Answer: I believe that it's not possible for the public to know what shares are being exchanged as shorts because...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where can I find information on the percentage of volume is contributed by shorts? ### Answer: You can do a lot of deduction FINRA keeps a "REG-SHO" list created daily that tells what the daily short ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I log a Canadian NR4 form to my income taxes ### Answer: Income code 09 is dividends, so yes - it is the same as line 1 of the US form 1099-DIV. 1a or 1b however depends on whether the requirem...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I determine if my portfolio's rate of return has been “good”, or not? ### Answer: It's important to realize that any portfolio, if sufficiently diversified should track overall GDP growth, and...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I determine if my portfolio's rate of return has been “good”, or not? ### Answer: There isn't really enough information here to go on. Without knowing when you invested that money we can't fi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I determine if my portfolio's rate of return has been “good”, or not? ### Answer: Historically, the market's average rate of return has been about 8%. (Serakfalcon's "6% to 10%" is essentially...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to calculate a mutual fund's yield ### Answer: If the expense ratio of the fund is 0.00% then yes. However, if the fund has expenses of 1% then if the NAV of the fund is $10/share the expenses wo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Zero volatility stocks in intraday trading in India ### Answer: Find a stock screener that has data for the BSE and NSE. You may be able to look directly at volatility but a good stock screener will h...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Zero volatility stocks in intraday trading in India ### Answer: you need to use easy programming language to imply onto a scan where you enter Scan all stocks display if volume < (less than) 100 ###...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why online brokerages sometimes allow free ETF buying ### Answer: The same reason a company would offer coupons. I'd guess they're just doing it as a way to entice people to do their investing with th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I cash in a small number of delisted US shares? TLAB ### Answer: If you held the shares directly, the transfer agent, Computershare, should have had you registered and your address from some p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A University student wondering if investing in stocks is a good idea? ### Answer: The power of compounding interest and returns is an amazing thing. Start educating yourself about investing, and do i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A University student wondering if investing in stocks is a good idea? ### Answer: There isn't really a clear way to answer this question objectively. I'd offer my opinion that yes it is a good idea. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A University student wondering if investing in stocks is a good idea? ### Answer: For most people, investing in the stock market directly is one of the last things to do. That's not to say you should...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A University student wondering if investing in stocks is a good idea? ### Answer: Investing in the stock market early is a good thing. However, it does have a learning curve, and that curve can, and ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A University student wondering if investing in stocks is a good idea? ### Answer: Contrary to most other advise given here, I'd recommend (in your situation) not to invest in stock (yet). There are so...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A University student wondering if investing in stocks is a good idea? ### Answer: I say, before investing your real capital into the Stock Market, play around on the virtual stock exchange game. It le...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A University student wondering if investing in stocks is a good idea? ### Answer: You can start investing with any amount. You can use the ShareBuilder account to purchase "partial" stocks through the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: In a buy order with a trigger, will I pay the current ask or the buy price in the order? ### Answer: If you want to buy once the price goes up to $101 or above you can place a conditional order to be ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: In a buy order with a trigger, will I pay the current ask or the buy price in the order? ### Answer: I think that if the price does not go very far up, then your order will open on 101, because you ar...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Equity - date of offer, or date of joining? ### Answer: Options or Shares vest by date they are granted. It would strike me as odd for anyone to say their shares were given with 4 year vesting, but th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Equity - date of offer, or date of joining? ### Answer: TL;DR: The date they were granted. (Usually, this follows both an offer and acceptance.) It's not uncommon for a new vesting clock to start whe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Judge market efficiency from raw price action ### Answer: The shortest-hand yet most reliable metric is daily volume / total shares outstanding. A security with a high turnover rate will be more effi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I find a report of dividend earned in a FY? ### Answer: I know this question is old. I also have a kotak trading account. There is no way to get the dividend report from the trading account. T...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I find a report of dividend earned in a FY? ### Answer: Log in to kotak securities demat account. THere, you can find statement of your sell purchase and dividend received. ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where can I find a good online fundamental data provider for Hong Kong stocks? ### Answer: If you check out China Stock Markets Web provides details on all things that trade on there. It covers the Ha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where can I find a good online fundamental data provider for Hong Kong stocks? ### Answer: Check out WorldCap.org. They provide fundamental data for Hong Kong stocks in combination with an iPad app. D...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Pay off mortgage or invest in high value saving account ### Answer: Basically, the easiest way to do this is to chart out the "what-ifs". Applying the amortization formula (see here) using the numbers...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buy Php in Malaysia and sell to Philippines ### Answer: I noticed the buy/sell board table. Where did you notice this. Generally for a pair of currencies, there is Unit associated along with directio...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buy Php in Malaysia and sell to Philippines ### Answer: basically the selling (for banks) means you will exchange PHP to MYR buying simply MYR to PHP the bank will buy your MYR in exchange to PHP. and...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Question on buying selling and buying again ### Answer: Firstly 795 is not even. Secondly - generally you would pay tax on the sale of the 122 shares, whether you buy them back or not, even one minute...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Do online repositories of publicly traded companies' financial statements exist? ### Answer: You can use the Securities Exchange Commission's EDGAR search engine to search all available SEC related fi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: If a fund holds stocks paying dividends and doesn't give a payout, is it necessarily re investing those dividends? ### Answer: It is not necessary that the mutual fund pays out the dividend. The money...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How are proceeds from writing covered calls taxed? ### Answer: The tax comes when you close the position. If the option expires worthless it's as if you bought it back for $0. There's a short-term cap...