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Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does FIFO cost basis applies across multiple accounts? ### Answer: You decide on a cost bases attribution yourself, per transaction (except for averaging for mutual funds, which if I remember correctl...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does FIFO cost basis applies across multiple accounts? ### Answer: To sum up: My question came from misunderstanding what cost basis applies to. Now I get it that it applies to stocks as physical enti...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What do these options trading terms mean? ### Answer: Can anyone explain what each of them mean and how they're different from each other? When you "buy to open", you are purchasing an option and open...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What do these options trading terms mean? ### Answer: With stocks, you can buy or sell. If you sell first, that's called 'shorting.' As in "I think linkedin is too high, I'm going to short it." With o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What do these options trading terms mean? ### Answer: The two dimensions are to open the trade (creating a position) and to buy or sell (becoming long or short the option). If you already own an optio...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: TFSA over-contributions: How would the penalty apply in this scenario? ### Answer: First, if your stock is trading at $1 and you transfer the 5000 shares in-kind to your TFSA on August 2, 2011, you ar...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: why do energy stocks trade at lower prices compared to other sectors? ### Answer: Large-scale price range of a stock isn't directly meaningful; that reflects how many shares exist, not just how desira...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: why do energy stocks trade at lower prices compared to other sectors? ### Answer: I don't know why stocks in some industries tend to have lower prices per share than others. It doesn't really matter m...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it better to use DRIP or invest when stock drops before ex-date? ### Answer: The benefit of a dividend reinvestment program is you, generally, don't pay transaction costs or commissions and you don...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it better to use DRIP or invest when stock drops before ex-date? ### Answer: Unless you suffer from the illusion that you can time the market, it honestly doesn't matter much; the difference is los...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is it better to use DRIP or invest when stock drops before ex-date? ### Answer: Yes you can do that and it it wise to do so. However, you should make sure that the general trend of the stock is upward...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is an “Options Account”? ### Answer: Options are a derivative product, and in this case, derive their value from an underlying security, a traded stock. An option gives you the right, but not the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can the risk of investing in an asset be different for different investors? ### Answer: The other example I'd offer is the case for diversification. If one buys 10 well chosen stocks, i.e. stocks spre...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can the risk of investing in an asset be different for different investors? ### Answer: The risk of the particular share moving up or down is same for both. however in terms of mitigating the risk, ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can the risk of investing in an asset be different for different investors? ### Answer: In a perfect market, share prices are by definition a perfect reflection of the true value of a share. Hence, yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can the risk of investing in an asset be different for different investors? ### Answer: Capping the upside while playing with unlimited downside is a less disciplined investment strategy vis-a-vis a s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: stock(paper) delivery to home ### Answer: Getting "physical stocks" will in most cases only be for the "fun of it". Most stocks nowadays are registered electronically and thus the physical stock will ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do stocks like INL (traded in Frankfurt) work? ### Answer: A "stock price" is nothing but the price at which some shares of that stock were sold on an exchange from someone willing to sell those s...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do stocks like INL (traded in Frankfurt) work? ### Answer: They don't have to track each other, it could just be listed on more than one exchange. The price on one exchange does not have to match...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Strategies to recover from a bad short-term call options purchase where the underlying dropped instead? ### Answer: For personal investing, and speculative/ highly risky securities ("wasting assets", ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Strategies to recover from a bad short-term call options purchase where the underlying dropped instead? ### Answer: The nature of options requires you to understand that they are essentially a bet. In...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is the Investopedia simulator an accurate representation of real stock trading? ### Answer: Using any simulator will never be exactly the same as real trading. One reason is that a simulator will alw...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What to do with your savings in Japan ### Answer: The reason for these low interests is that the Japanese central bank is giving away money at negative interests to banks. Yes, negative. So, short of ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What to do with your savings in Japan ### Answer: Been here in Japan 12 years mate, and you're right, the investment options here suck. Be very wary of them, they will take all your money in outrageou...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What to do with your savings in Japan ### Answer: As an alternative to investing you'll find at least some banks eg. Rakuten that will give you preferential interest rates(still 0.1% though) just for ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Expiring 401(k) Stock Option and Liquidation Implications ### Answer: Is the parent company's common stock public? If not, then there will be absolutely no pressure from everyone liquidating at the ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Expiring 401(k) Stock Option and Liquidation Implications ### Answer: I have had this happen a couple of times because of splits or sales of portions of the company. The general timeline was to annou...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Expiring 401(k) Stock Option and Liquidation Implications ### Answer: It might go down a bit, or it might not. That is nearly impossible to predict, as the relative volumes are unknown, and the exact ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to explain quick price changes early in the morning ### Answer: http://www.marketwatch.com/optionscenter/calendar would note some options expiration this week that may be a clue as this would be t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to explain quick price changes early in the morning ### Answer: You may simply be asking why stocks 'gap up' or 'gap down' when the stock market opens. This is because the price adjusts to news th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to explain quick price changes early in the morning ### Answer: There are lots of good answers on here already. There are actually lots of answers for this question. Lots. I have years of exper...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to explain quick price changes early in the morning ### Answer: The gap up/down and rapid movement immediately following market open is due to overnight futures activity. In your example, SP500 on...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens to internal stock when a company goes public? ### Answer: You'd likely be subject to a lock-up period before you could sell the shares along with possibly having other rules about how you...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A stock just dropped 8% in minutes and now all of a sudden the only way to buy is on the ask, what does this mean? ### Answer: It doesn't sound fishy at all to me. Just seems like you may be dealing w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: A stock just dropped 8% in minutes and now all of a sudden the only way to buy is on the ask, what does this mean? ### Answer: You have to look at stocks just like you would look at smaller and more i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is my next step with investing, given a signing bonus of restricted stock units? ### Answer: Coincidentally just read a nice post on this topic: http://thefinancebuff.com/no-tax-advantage-in-rsu....
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is Insider Trading Illegal? ### Answer: A practical issue is that insider trading transfers wealth from most investors to the few insiders. If this were permitted, non-insiders would rarely make a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is Insider Trading Illegal? ### Answer: @sdg - If you can be flippant, I can be pedantic. Insider Trading is not illegal. Any employee of a company can be an insider, yet most of their trades are ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is Insider Trading Illegal? ### Answer: I'm surprised at the tone of the answers to this question! Trading with insider information is corruption and encourages fraud. As in many areas, there's an...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is Insider Trading Illegal? ### Answer: To be flippant: it is illegal because it is against the law; there is no considered involved, it just is. To elaborate, part of the illusion of the stock ex...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is Insider Trading Illegal? ### Answer: Capitalism works best when there is transparency. Your secret formula for wealth in the stocks should be based on a fair and free market, as sdg said, it i...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is Insider Trading Illegal? ### Answer: Illusions of transparency. Mitigation of risk. Emotion. The system. Short answer per sdg's post - it's the law. Long answer which I wont get into - it's a ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is Insider Trading Illegal? ### Answer: Secret formulas are legal, "privileged information" is not. And that may be the whole point. People are allowed to trade stocks profitably if doing so resul...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is Insider Trading Illegal? ### Answer: It is illegal because laws are written by people, and laws of stock trade are written, in part, to make it appear "fair" and thus contribute to the willingn...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does a dividend announcement affect a option straddle position ### Answer: When dividend is announced the stock and option price may react to that news, but the actual payout of the dividend on th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buy stock in Canadian dollars or US? ### Answer: From a purely financial standpoint, you should invest using whatever dollars get you the best rate. The general rule of thumb that I've come across is ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buy stock in Canadian dollars or US? ### Answer: General advice for novice investors is to have the majority of your holdings be denominated in your home currency as this reduces volatility which can ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I invest my $100? ### Answer: What is your investing goal? And what do you mean by investing? Do you necessarily mean investing in the stock market or are you just looking to grow your money? ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I invest my $100? ### Answer: Sure. For starters, you can put it in a savings account. Don't laugh, they used to pay noticeable interest. You know, back in the olden days. You could buy an I-...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I invest my $100? ### Answer: You could also start a business. I ran a project called the Thousand Rand Challenge a few years ago in South Africa where we supported people in starting a busin...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I invest my $100? ### Answer: Yes, it is. Got to start somewhere. Typically directly through a company itself. Check out this site that lists a bunch of them and their minimum requirements. ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I invest my $100? ### Answer: There are websites out there that let people apply for micro-loans, and let other people fund those loans, and get a percent of the interest back as the loans are...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I invest my $100? ### Answer: A safe investment would be to get a 5-year CD from Ally Bank. No minimum deposit and no monthly maintenance fees. 1.74% APY at the moment. I would choose a 5-y...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Historically how do share prices perform after mass selling after an employee reward scheme? ### Answer: Like others have already said, it may cause an immediate dip due to a large and sudden move in ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: BATS/Chi-X Europe Smart Order routing ### Answer: It is explained on their website. Just look for the word "routing" on the Features page: Choose Your Venues Liquidity Pools Group 1: Bats Europe Gro...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Diversification reduces risk, but does this base on the assumption that expected return of each asset is always in proportion to its risk? ### Answer: Diversifying your portfolio between asset A and a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Diversification reduces risk, but does this base on the assumption that expected return of each asset is always in proportion to its risk? ### Answer: if I have a asset A with expected return of 100% ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Diversification reduces risk, but does this base on the assumption that expected return of each asset is always in proportion to its risk? ### Answer: If you have 100% of your money in one security th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Diversification reduces risk, but does this base on the assumption that expected return of each asset is always in proportion to its risk? ### Answer: If you are diversifying just for diversification ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Diversification reduces risk, but does this base on the assumption that expected return of each asset is always in proportion to its risk? ### Answer: if I have a asset A with expected return of 100% ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Will I receive a 1099-B if I bought stocks but didn't sell? ### Answer: A purchase of a stock is not a taxable event. No 1099 to worry about. Welcome to Money.SE ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Analysis of Valuation-Informed Indexing? ### Answer: My reaction to this is that your observation @D.W. is spot on correct: It sounds like long-term market timing: trying to do a better job than the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Analysis of Valuation-Informed Indexing? ### Answer: This is Rob Bennett, the fellow who developed the Valuation-Informed Indexing strategy and the fellow who is discussed in the comment above. The fa...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can a dividend reinvestment plan (DRIP) and share purchase plan (SPP) be used with a TFSA? ### Answer: You can hold a wide variety of investments in your TFSA account, including stocks such as SLF. Bu...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How does a stock operate when it is listed between two exchanges? ### Answer: Say a stock is listed in Nasdaq, and the same company has a stock listed in Tsx. Does the Nasdaq price affect the Tsx pric...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: why would someone buy or sell just a few shares in stocks ### Answer: Simple, there is no magic price adjustment after sales - why do you expect the stock price to change? The listed price of a stock...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: why would someone buy or sell just a few shares in stocks ### Answer: I buy or sell a few shares whenever I have a small amount of money to transfer into out of my mutual funds. Since I'm not paying ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a government-mandated resource that lists the shareholders of a public company? ### Answer: The list of the public companies is available on the regulatory agencies' sites usually (for exampl...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a government-mandated resource that lists the shareholders of a public company? ### Answer: There are several problems with trying to get this data: ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a government-mandated resource that lists the shareholders of a public company? ### Answer: There are several such "lists." The one that is maintained by the company is called the shareholder...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a government-mandated resource that lists the shareholders of a public company? ### Answer: No, there is no such list, as the other answers mention it is practically impossible to compile one...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is there a government-mandated resource that lists the shareholders of a public company? ### Answer: You can obtain a stocklist if you file a lawsuit as a shareholder against the company demanding tha...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What does volume and huge daily price increases say about stock prices? ### Answer: Stock B could be considered to be more risky because it seems to be more volatile - sharp rises on large volume incr...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Auto balancing portfolio through new purchases ### Answer: Finding the "optimal" solution (and even defining what optimal is) would probably take a lot of searching of all the possible combinations of...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Is Peter Lynch talking about the Dividend Adjusted PEG Ratio in this quote? ### Answer: Essentially, yes, Peter Lynch is talking about the PEG Ratio. The Price/Earnings to Growth (PEG) Ratio is where ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax implications of exercising ISOs and using proceeds to exercise more ISOs ### Answer: That is a weird one. Typically one never needs to layout cash to exercise an option. One would only choose to...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax implications of exercising ISOs and using proceeds to exercise more ISOs ### Answer: This may be a good or a bad deal, depending on the fair market value (FMV) of the stock at the time of exercise...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Tax implications of exercising ISOs and using proceeds to exercise more ISOs ### Answer: I've never heard of an employer offering this kind of arrangement before, so my answer assumes there is no spe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I calculate how much an option would be worth after X days if the underlying stock changed by +/- $Y? ### Answer: You'd need to know the delta and the theta of the option. You can either calcu...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I buy stock of a company that just IPO ### Answer: Yes, you could buy a stock on the day of its IPO. I'm a college student, and I wonder if I can buy stock from a company right after it finishes...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why did my number of shares of stock decrease? ### Answer: During a stock split the only thing that changes is the number of shares outstanding. Typically a stock splits to lower its price per share....
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the stock market closed on the weekend? ### Answer: While a lot of trading is executed by computers, a substantial amount is still done at the behest of humans. Brokers managing accounts, Port...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the stock market closed on the weekend? ### Answer: After-hours trading and alternate venues allow one to trade outside of regular market hours. However there are a few reasons why you would no...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the stock market closed on the weekend? ### Answer: The answer is 7-fold: BOTTOM LINES: Bubble; bursting bubble; Great Depression; Victory in WWII; All work and no play makes Jack (& Jill) ve...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the stock market closed on the weekend? ### Answer: The stock markets are closed on week-ends and public holidays because the Banks are closed. The Banking is a must to settle the payment oblig...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the stock market closed on the weekend? ### Answer: There are a number of factors here. 1) It's important that there is human oversight on the system. At one level someone needs to be monitorin...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the stock market closed on the weekend? ### Answer: Simply, most of the above given 'answers' are mere 'justifications' for a practice that has become anachronistic. It did make sense once in t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How a company can afford to give away so many shares as part of its ESOP ### Answer: This question is very open ended. But I'll try to answer parts of it. An employer can offer shares as part of a com...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How a company can afford to give away so many shares as part of its ESOP ### Answer: There are two sources for shares that employees buy through ESOPs. A company can simply buy the shares on the open ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How a company can afford to give away so many shares as part of its ESOP ### Answer: Companies theoretically have an infinite number of equity units at their disposal. Issuance must be approved accor...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does it make any sense to have individual stocks, bonds, preferred shares ### Answer: Sure, with some general rules of thumb: what is the minimum portfolio balance to avoid paying too much for transac...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What happens to unvested RSUs when a public company is bought out by private firm? ### Answer: I would ask your HR or benefits department to be certain, but here's how I read that without any specific...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I invest in the S&P 500? ### Answer: The S&P 500 is a stock market index, which is a list of 500 stocks from the largest companies in America. You could open a brokerage account with a broker a...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do I invest in the S&P 500? ### Answer: Buy the ETF with ticker "SPY". This will give you exposure to exactly the S&P 500 stocks, This is similar to the mutual fund suggestion by Ben Miller, exc...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why don't forced buy-ins of short sold stock happen much more frequently? ### Answer: Nobody is going to short sell stocks through a lender that forces people to buy in as soon as it is getting good f...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why don't forced buy-ins of short sold stock happen much more frequently? ### Answer: For the lenders to sell their positions they need buyers on the other side. For a large brokerage that means they ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why don't forced buy-ins of short sold stock happen much more frequently? ### Answer: Many investors don't invest for the short term and so a stock "nose-diving" in the short run will not affect their...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How converted stock is taxed due to an acquisition ### Answer: I don't think its a taxable event since no income has been constructively received (talking about the RSU shareholders here). I believe y...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Little hazy on how the entire RSU's and etrade works ### Answer: Is the remaining amount tax free? As in, if the amount shown (which I can sell) on etrade is $5000 then if I sell the entire shares wil...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Little hazy on how the entire RSU's and etrade works ### Answer: (I'm assuming the tag of United-states is accurate) Yes, the remaining amount is tax free -- at the current price. If you sell at exac...