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Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What causes a stock to drop in price? ### Answer: A rising tide lifts all ships Most (but not all) stocks trend along with the general market. Some trend right along with the market (and have a bet...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does a disciplined stock investor stick with their original sell strategy, or stay in and make more? ### Answer: Ask yourself a better question: Under my current investment criteria would I buy the st...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does a disciplined stock investor stick with their original sell strategy, or stay in and make more? ### Answer: One of things I've learned about trading on the stock market is not to let your emotion...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Covered calls: How to handle this trade? ### Answer: I would expect that your position will be liquidated when the option expires, but not before. There's probably still some time value so it doesn't ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Covered calls: How to handle this trade? ### Answer: You are NOT responsible for liquidating the position. You will either end up retaining your 100 sh. after expiration, or they will be called away ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Covered calls: How to handle this trade? ### Answer: Your broker likely didn't close your position out because it is a covered position. Why interfere with a trade that has no risk to it, from their p...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does an owner of a bond etf get an income even if he sells before the day of distribution? ### Answer: Your ETF will return the interest as dividends. If you hold the ETF on the day before the Ex-Div...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does an owner of a bond etf get an income even if he sells before the day of distribution? ### Answer: Bond ETFs are traded like normal stock. It just so happens to be that the underlying fund (for w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does an owner of a bond etf get an income even if he sells before the day of distribution? ### Answer: There are two 'dates' relevant to your question: Ex-Dividend and Record. To find out these dates ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do top investors pull out 20% ROI? ### Answer: First of all, the annual returns are an average, there are probably some years where their return was several thousand percent, this can make a deca...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do top investors pull out 20% ROI? ### Answer: Buffet is able to do many things the average investor cannot do. For example: During the 2008 market crash Buffet purchased 5 Billion on Citi prefer...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do top investors pull out 20% ROI? ### Answer: It's called leverage. Here's an example from real estate. The underlying appreciation on a house in certain parts of America is something like 7% a y...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How do top investors pull out 20% ROI? ### Answer: That is absolute rubbish. Warren Buffet follows simple value and GARP tenants that literally anyone could follow if they had the discipline to do so...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What's the appeal of dividends in investing? [duplicate] ### Answer: A dividend is one method of returning value to shareholders, some companies pay richer dividends than others; some companies don't ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What's the appeal of dividends in investing? [duplicate] ### Answer: As mentioned, dividends are a way of returning value to shareholders. It is a conduit of profit as companies don't legitimately con...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buying puts without owning underlying ### Answer: Yes, it's completely normal to buy (and sell) puts and other options without holding the underlying. However, every (US) brokerage I know of only per...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buying puts without owning underlying ### Answer: In the money puts and calls are subject to automatic execution at expiration. Each broker has its own rules and process for this. For example, I am l...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is a stock split (reverse split)? ### Answer: It was actually a reverse split meaning that every 10 shares you had became 1 share and the price should be 10x higher. - Citigroup in reverse split ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the dominant investing advice for individuals to use mutual funds, exchanged traded funds (ETFs), etc ### Answer: Great question! While investing in individual stocks can be very useful as a le...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the dominant investing advice for individuals to use mutual funds, exchanged traded funds (ETFs), etc ### Answer: No. You're lucky, maybe, but not really a successful investor. Warren Buffet is...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the dominant investing advice for individuals to use mutual funds, exchanged traded funds (ETFs), etc ### Answer: Why is that? With all the successful investors (including myself on a not-infre...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the dominant investing advice for individuals to use mutual funds, exchanged traded funds (ETFs), etc ### Answer: I agree with the other answers, but I want to give a slightly different perspec...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the dominant investing advice for individuals to use mutual funds, exchanged traded funds (ETFs), etc ### Answer: Cost. If an investor wanted to diversify his portfolio by investing in the com...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the dominant investing advice for individuals to use mutual funds, exchanged traded funds (ETFs), etc ### Answer: I'll give the TLDR answer. 1) You can't forecast the price direction. If you ge...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why is the dominant investing advice for individuals to use mutual funds, exchanged traded funds (ETFs), etc ### Answer: Funds - especially index funds - are a safe way for beginning investors to get ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Trading: who takes the money from CAC 40 Or DAX ### Answer: I am guessing that when you say "FRENCH40" and "GERMAN30" you are referring to the main French and German stock market indices. The main F...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can anybody explain “cut their exposure to equities” and “fat and flat range” for me, please? ### Answer: Someone's (or, a bank's) "exposure to equities" refers to the amount of value which has a risk...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stock Exchange in US ### Answer: The easiest route for you to go down will be to consult wikipedia, which will provide a comprehensive list of all US stock exchanges (there are plenty more than the on...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Retirement savings vs building lucrative assets ### Answer: Well... (in the US, at least) "making investments and building assets" is how you save for retirement. The investments just happen to be in...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Retirement savings vs building lucrative assets ### Answer: Fahad, in finance we make a distinction between investments that tend to grow in value and assets that hold value. Investments that grow in...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: meaning of qualifying/disqualifying distribution as separate from capital gains implications ### Answer: A qualifying distribution seems guaranteed to fall under long term capital gains. But a disqual...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where to find Vanguard Index Funds? ### Answer: No, some of Vanguard's funds are index funds like their Total Stock Market Index and 500 Index. In contrast, there are funds like Vanguard PRIMECAP and ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where to find Vanguard Index Funds? ### Answer: You cannot actually buy an index in the true sense of the word. An index is created and maintained by a company like Standard and Poor's who licenses t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Brokerage account for charity ### Answer: If the charity accepts stock, you can avoid the tax on the long term cap gain when you donate it. e.g. I donate $10,000 in value of Apple. I write off $10,000...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Brokerage account for charity ### Answer: I don't understand the logic in the other answer, and I think it doesn't make sense, so here is my take: You pay taxes on income, not on sales price. So if yo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When to sell stock losers ### Answer: I found the answer I was looking for. Even though I don't have any capital gains to offset, I can deduct up to $3,000 of that loss against other kinds of income, ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: When to sell stock losers ### Answer: If you have someplace to put the money which you think will yield significantly better returns, by all means sell and buy that. On the other hand, if you think th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Table of how many years it takes to make a specified return on the stock market? ### Answer: Well depends but "on average" the stock market has historically returned somewhere around 10% per year. No...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Table of how many years it takes to make a specified return on the stock market? ### Answer: The Money Chimp site lets you choose two points in time to see the return. i.e. you give it the time (two d...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Table of how many years it takes to make a specified return on the stock market? ### Answer: It depends on what stocks you invest in or whether you invest in an index, as all stocks are not created eq...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do people sell when demand pushes share price up? ### Answer: You are assuming the price increase will continue. The people selling are assuming that the price increase will not continue. Ultimat...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do people sell when demand pushes share price up? ### Answer: If the price has gone up from what it was when the person bought, he may sell to collect his profit and spend the money. If someone in...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why do some expiration dates have more open interest for options? ### Answer: The third Friday of each month is an expiration for the monthly options on each stock. Stock with standardized options ar...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stock not available at home country nor at their local market - where should I buy it ### Answer: Theoretically, it shouldn't matter which one you use. Your return should only depend on the stock ret...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to sell a worthless option ### Answer: The market maker will always take it off your hands. Just enter a market sell order. It will cost you a commission to pull the loss into this year. But that'...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to sell a worthless option ### Answer: Sounds like an illiquid option, if there are actually some bidders, market makers, then sell the option at market price (market sell order). If there are not...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What is the probabiltiy of being assigned if the call expires in the money ### Answer: If you are in the money at expiration you are going to get assigned to the person on the other side of the contra...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stock dividends effect on dividend received by shareholder ### Answer: Dividend rate is "dividend per share" over a specified time period, usually a year. So in the first example, if the company paid ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where can I find closed dates for the New York Stock Exchange for the coming year? ### Answer: The NYSE holidays are listed online here: https://www.nyse.com/markets/hours-calendars ###end
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Where can I find closed dates for the New York Stock Exchange for the coming year? ### Answer: You can find the NYSE holiday dates listed on the exchange's own site (already linked in answer above), w...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What kind of trade is this? ### Answer: A limit order is simply an order to buy at a maximum price or sell at a minimum price. For example, if the price is $100 and you want to sell if the price rises...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: What kind of trade is this? ### Answer: The question mentions a trailing stop. A trailing stop is a type of stop loss order. It allows you to protect your profit on the stock, while "keeping you in th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Starting an investment portfolio with Rs 5,000/- ### Answer: Given that you are starting with a relatively small amount, you want a decent interest rate, and you want flexibility, I would consider fix...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Starting an investment portfolio with Rs 5,000/- ### Answer: I don't think it makes sense to invest in an FD since. 1.) A 30 day FD is not very likely to give you 8-9% 2.) Inflation is so high in Indi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I find hotel properties to buy other than using Google? ### Answer: Probably the easiest way to invest in hotel rooms in the U.S. is to invest in a Real Estate Investment Trust, or REIT. REIT...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Need to change cash to cashier's check without bank account (Just arrived to the US) ### Answer: A cashier's check costs money to get and is not connected to an account. You have cash. You should be...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Need to change cash to cashier's check without bank account (Just arrived to the US) ### Answer: If you have an SSN and foreign passport - it's all you need to open account, so just open it and order ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Need to change cash to cashier's check without bank account (Just arrived to the US) ### Answer: the easiest thing would be to go to walmart and stock up on 1000$ money orders paying a 70 cents fee fo...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does the calculation for percentage profit vary based on whether a position is short vs. long? ### Answer: There are different perspectives from which to calculate the gain, but the way I think it...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does the calculation for percentage profit vary based on whether a position is short vs. long? ### Answer: Simple math: 50-25=25, hence decline from 50 to 25 is a 50% decline (you lose half), whil...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why does the calculation for percentage profit vary based on whether a position is short vs. long? ### Answer: The problem with rate of return calculation on short positions is, that the commonly used...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to invest in stocks without using an intermediary like a broker? Can shares be bought direct? ### Answer: Yes! What you are describing is an "off-exchange" trade and can be done using stock certif...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to invest in stocks without using an intermediary like a broker? Can shares be bought direct? ### Answer: Am I wrong? Yes. The exchanges are most definitely not "good ole boys clubs". They provid...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to invest in stocks without using an intermediary like a broker? Can shares be bought direct? ### Answer: Agree with Michael here. The exchanges help you more than they will hurt. It begs the ques...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How to invest in stocks without using an intermediary like a broker? Can shares be bought direct? ### Answer: In theory you can buy shares directly from someone else who owns them. In practise, if the...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: what is this type of stock trade? ### Answer: try to sell if today's google stock goes above 669$ This is Relative/Pegged-to-Primary Order with a Limit Price of $669 and an offset from National Best O...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: what is this type of stock trade? ### Answer: I think that pattern is impossible, since the attempt to apply the second half would seem to prevent executing the first. Could you rewrite that as "After...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Annualized Rate of Return on Stock Purchased in Tranches ### Answer: So, there is no truly "correct" way to calculate return. Professionals will often calculate many different rates of return dependi...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Why divide by ask rate to get the spread? ### Answer: Mathematically it's arbitrary - you could just as easily use the bid or the midpoint as the denominator, so long as you're consistent when compari...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Short an option - random assignment? ### Answer: You've described the process fairly well. It's tough to answer a question that ultimately is 'how is this fair?' It's fair in that it's part of the kn...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I stop wasting food? ### Answer: You want to combine a set of techniques to avoid throwing food away. Consider setting aside a weekend day or other non-busy time to do some food prep. Check t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I stop wasting food? ### Answer: Try to choose less perishable items. Besides canned and bottled are adequate for some foods, and frozen foods for a wider range, such as vegetables and prepar...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I stop wasting food? ### Answer: Buy products that can be stored for a long time or require thorough thermal processing. For example, you can buy frozen chicken meat in two pounds packs - it c...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I stop wasting food? ### Answer: Let me start out by saying I know your pain. One of the most important things to do is have the basics in stock in your larder. They are the sorts of things th...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I stop wasting food? ### Answer: Make a menu of 15 (or more) things you like to eat. Write a grocery list for what it takes. Divide that list into perishable and non-perishable. Put those it...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I stop wasting food? ### Answer: Most basic tip: Don't go to the grocery store hungry. What we do to minimize food waste: On Sunday when my wife and I go grocery shopping, we figure out what ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: How can I stop wasting food? ### Answer: The best way to stop wasting food is to create a weekly plan. Every weekend, before making your grocery shopping, take 30-60 mins and plan (with your spouse if...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Am I able to conduct a private sale of public shares at a price that I determine? ### Answer: Yes, you can do that, but you have to have the stocks issued in your name (stocks that you're holding thro...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Does 83(b) cause a tax liability when exchanging startup stock for public stock? ### Answer: I was told by the lawyers there was no tax consequence because the two numbers were the same. That is cor...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stock Certificate In two names ### Answer: The DOW is just an index, which is simply a group of stocks meeting the criteria for inclusion. In the case of the DOW, it's the 30 US stocks with the larges...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stock Certificate In two names ### Answer: I'd call it pretty worrisome. HOOB is trading over the counter, in fact, on the pink sheets, so it has been delisted from the major exchanges. It appears t...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Stock Certificate In two names ### Answer: The common way to frame the "should I sell" question is ask yourself "would you buy it today at the current price". If you wouldn't, sell it. Is sounds lik...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: 200K 10-Year Investment Safest 5% Annual Return? ### Answer: I don't think there exists a guaranteed 5% investment vehicle. You have to decide how much risk you're willing to take. Splitting your $200...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: 200K 10-Year Investment Safest 5% Annual Return? ### Answer: Invest in a high quality dividend paying group of stocks. Look up "stock aristocrats" to find longterm quality stocks that have regularly...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I open a Demat account in India from abroad? ### Answer: You need 2 things One a Demat Account and second a Broker Account. If you need to trade online, then an agreement [Power of Attorney] betwe...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I open a Demat account in India from abroad? ### Answer: To trade stocks in India, you need a copy of your pan card, address proof(passport or driving license/electricity bill), income tax return ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Can I open a Demat account in India from abroad? ### Answer: Yes NRIs are allowed to open a DEMAT account in India from abroad. Investments can be made under the Portfolio Investment NRI Scheme (PINS...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are Certificates of Deposit worth it compared to investing in the stock market? ### Answer: Another factor to consider, beyond the fact that growth and volatility go together, is that the times when m...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are Certificates of Deposit worth it compared to investing in the stock market? ### Answer: The difference is downside risk. Your CD, assuming you are in the US and the CD is purchased from a deposit ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are Certificates of Deposit worth it compared to investing in the stock market? ### Answer: A CD is guaranteed to pay its return on maturation. So if you need a certain amount of money at a specific ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are Certificates of Deposit worth it compared to investing in the stock market? ### Answer: Growth is how well the investment will grow on average. In the long term, this is a sure thing. Volatilit...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are Certificates of Deposit worth it compared to investing in the stock market? ### Answer: For the specific example you gave, a CD with a 0.05% rate of return, I'd shop around some more, that's a VER...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are Certificates of Deposit worth it compared to investing in the stock market? ### Answer: Of course CDs are worth it compared to the stock market. In fact, most institutional investors are envious o...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are Certificates of Deposit worth it compared to investing in the stock market? ### Answer: If you want to spend all of your money in the next few years, then a CD protects you from the risk of a bear...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Are Certificates of Deposit worth it compared to investing in the stock market? ### Answer: This all depends on your timeline and net worth. If you're short on time before you plan to start spending ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Risk of buying stock ### Answer: I'd recommend investing in a mutual fund that diversifies your purchase across a number of stocks (and bonds, depending on the fund). Vanguard has some of the lowest f...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Risk of buying stock ### Answer: If you buy stock in established companies, it is vey unlikely that they will lose all their value. Spreading your money across multiple stocks -- diversifying -- reduc...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Risk of buying stock ### Answer: When you buy shares, you are literally buying a share of the company. You become a part-owner of it. Companies are not required to pay dividends in any given year. I...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buying back a covered Call ### Answer: Your three options are: Options 2 and 3 are obviously identical (other than transaction costs), so if you want to keep the stock, go for option 1, otherwise, go ...
Below is an instruction that describes a task. Write a response that appropriately completes the request. ### Question: Buying back a covered Call ### Answer: if you buy back the now ITM calls, then you will have a short term loss. That pair of transactions is independent, from a tax perspective, of your long position ...