question_id stringlengths 1 5 | question stringlengths 14 158 | pos_item_ids sequencelengths 1 23 | pos_item_contents sequencelengths 1 23 |
|---|---|---|---|
0 | What is considered a business expense on a business trip? | [
"18850"
] | [
"The IRS Guidance pertaining to the subject. In general the best I can say is your business expense may be deductible. But it depends on the circumstances and what it is you want to deduct. Travel Taxpayers who travel away from home on business may deduct related expenses, including the cost of reaching their d... |
10002 | How is a probability cone read? | [
"433843"
] | [
"A number of ways exist to calculate the chances of a particular outcome. Options, for example, use current price, cost of money, and volatility among other factors to price the chance of an underlying asset reaching a certain price in a certain timeframe. A graphical forecast simply puts these calculations into a... |
10003 | Does an industry 'standard' have any affect on when a stock might split? | [
"169308"
] | [
"You ask if Tesla being a car company should feel a pressure to split their stock because their share price is much higher than the other car companies. But is Tesla a car company? It was founded by Elon Musk who founded PayPal and SpaceX. He sees him self as the next generation of entrepreneurs that came after Job... |
10005 | What can a CPA do that an EA cannot, and vice versa? | [
"283396",
"330630"
] | [
"Enrolled Agents typically specialize only in tax matters. Their status allows them to represent clients before the IRS (which a CPA can also do) See the IRS site regarding Enrolled Agents Their focus is much narrower than a CPA and you would only hire them for advice or representation with tax related matters. (... |
10007 | Ex-dividend date: How long do I have to hold a stock in order to get the next dividend? | [
"20116"
] | [
"You only have to own it for a day (or rather for some amount of time before the close of trading the day before the ex-dividend date). This is governed by exchange rules based on the date of record and payable date set by the company. You might want to look at this article or this one for more details. It should... |
10009 | When can you use existing real estate as collateral to buy more? | [
"141876",
"198007",
"519296",
"378189"
] | [
"You put 20% down and already owe the 80% or $80k, so you don't have the ability to borrow $100k or even $20k for that matter. As LittleAdv stated, the banks have really tightened their lending criteria. Borrowing out more than 80% carries a high premium if you can get it at all. In your example, you want the prop... |
1001 | What suggested supplemental income opportunities exist for a 70 year old Canadian retiree? | [
"468733"
] | [
"My initial thoughts would be an ESL teacher or a private tutor for various subjects would likely be the easiest ones to consider. Possibly there are some people that could use the help in their education that would work well."
] |
10010 | Are buying and selling futures based on objective data? | [
"228438",
"396738",
"369031",
"307675"
] | [
"\"If you're simply a futures speculator, then yes, it does seem like gambling. If you're a farmer producing a few thousand bushels of wheat, futures can be a mechanism for you to hedge against certain kinds of market risk. Same if you're running a heating oil company, etc. I just read somewhere that the bad spring... |
10011 | When I google a ticker like XLE or something, I see a price which updates frequently (about every second or so), where can I find this for options? | [
"96467",
"375544"
] | [
"you can try CME DataSuite. Your broker gives you real time options quotes. If you do not have one you can open a scottrade account with just $500 deposit. When I moved my money from scottrade to ameritrade they did not close my account even till this day I can access my scottrade account and see real time quotes a... |
10018 | Using Fibonacci Extensions to set profit targets? | [
"206895",
"282373"
] | [
"fibonacci levels (retracements,expansions, arcs) are all arbitrary numbers with no statistical significance. that said thousands of traders world over use, view and depend on fib numbers in their trading ranging from forex, stock commodities etc the point is if it's traded a fibonacci number has been used on it, b... |
10020 | What numbers to look for investment returns | [
"170652"
] | [
"\"(Value of shares+Dividends received)/(Initial investment) would be the typical formula though this is more of a percentage where 1 would indicate that you broke even, assuming no inflation to be factored. No, you don't have to estimate the share price based on revenues as I would question how well did anyone est... |
10021 | Reducing taxable income in US in December | [
"176105",
"177736",
"443757"
] | [
"Assuming that what you want to do is to counter the capital gains tax on the short term and long term gains, and that doing so will avoid any underpayment penalties, it is relatively simple to do so. Figure out the tax on the capital gains by determining your tax bracket. Lets say 25% short term and 15% long term ... |
10023 | Missing opportunity cost of mortgage prepayment | [
"435576",
"383682",
"41052"
] | [
"\"You seem to really have your financial act together. Your combination of assets, and ongoing savings makes you the ideal candidate for paying it off. One way to look at it is that your mortgage offers you a place to 'invest' at a fixed 2-7/8% rate. \"\"I'd really like to not have a house payment\"\" is all I ne... |
10028 | Is it possible to make money by getting a mortgage? | [
"560872",
"42430",
"458235",
"160416",
"322816",
"373966",
"179262",
"212673",
"49170",
"558057"
] | [
"To keep the math simple, say you are in the 25% federal tax bracket. Your 4% mortgage effectively costs you 3%. Did Mr Advisor tell you what he suggests investing the money in? Borrowing at 3% net to put the money in .1% CDs makes little sense. And for most people, investing it in the stock market hoping to come o... |
10030 | Downside to temporarily lowering interest rates? | [
"437143",
"596473",
"506132"
] | [
"This bit of marketing, like the zero-percent introductory rates some banks offer, is intended to make you more willing to carry a balance, and they're hoping you'll continue that bad habit after the rate goes back up. If you don't think you'll be tempted by the lower rate, yhere's no reason not to accept (unless t... |
10031 | Moving from India to Europe - Bank accounts and Mutual funds | [
"467169"
] | [
"Once you become NRI or know for sure you would be one, you can't hold ordinary accounts. Convert existing savings account into NRO. Open new NRE account so it's easier to move funds. In simple terms an NRE type of account means you can repatriate the funds outside of India anytime without any paperwork, there are ... |
10036 | Is This Money Laundering? | [
"510680",
"498357",
"254999"
] | [
"This is price-setting algorithms running amok. From the page you link, follow the '2 new from $49,991.11' link and you will see that (at the time of writing), there are two vendors offering this item for $49991.11 (plus $16.37 shipping) and $49999.99. These are clearly not 'real' prices and yet they are suspicious... |
10037 | Pay cash for a home, get a reverse mortgage, and buy stock | [
"379859"
] | [
"I think you're missing a couple of things. First - why do you think its a reverse mortgage? More likely than not its a regular mortgage - home equity loan. If so, if they expect the stock market to rise significantly more than the amount of interest they pay on the loan - then its a totally sensible course of acti... |
10038 | Asking price went through the roof | [
"381310"
] | [
"As folks have explained in the comments:"
] |
10040 | Odds of early assignment for a short in the money call | [
"352700"
] | [
"It depends how deep in the money it is, compared to the dividend. Even an in the money call has some time premium. As the call holder, if I exercise instead of selling the call, I am trading the potential for a dividend, which I won't receive, for getting that time premium back by selling. Given the above, you'l... |
10041 | Options liquidity and trading positions larger than the daily volume? | [
"165669",
"118389"
] | [
"You definitely cannot be guaranteed to get the bid or ask if you are selling more than are available/desired at those prices. What prices you do get depends on who is watching that contract and how willing they are to trade with you. This question is not much different from the question of whether you can easily g... |
10045 | How do I establish the cost basis of shares bought in an employee stock purchase program? | [
"581127"
] | [
"A public company should have a link for investor relations, which should help provide a trail of basis if this is a matter of company buyout, takeover, etc. This gets you close, but if you don't have an exact date, it will just be close, not exact. One clean way out of this, assuming the goal is to get rid of th... |
10047 | Is the ESPP discount profit? | [
"178614"
] | [
"The difference is ordinary income. If the price drops and you sell for exactly what you paid, you have an income of D and a capital loss of D which usually cancel each other, but not always. For example, if you already have over $3000 in losses, this loss won't help you, it will carry forward. The above changes a... |
10049 | E*Trade commission | [
"236507"
] | [
"The commission is per trade, there is likely a different commission based on the type of security you're trading, stock, options, bonds, over the internet, on the phone, etc. It's not likely that they charge an account maintenance fee, but without knowing what kind of account you have it's hard to say. What you m... |
10050 | Types of investments with built-in puts or similar safety features | [
"103959",
"227748"
] | [
"\"An index annuity is almost the same as Indexed Universal Life, except the equity-index annuity is an investment with a guaranteed minimum return, with sometimes a higher return that is a function of the gain in the stock market, but is not associated with a life insurance policy. After a time, you can convert t... |
10051 | What type of investments should be in a TFSA, given its tax-free growth and withdrawal benefits? | [
"261983",
"176885"
] | [
"A questoin that I deal with almost every day. Like most investments it comes down to.....What is the purpose for this money? If it is truly a rainy day savings account that you may need in the short term, then fixed income investments like savings accounts, GIC's, Bonds, Bond funds and Fixed Income ETF's are ide... |
10056 | Where can I get AEX historical data - Amsterdam? | [
"468490"
] | [
"\"Try the general stock exchange web page. http://www.aex.nl I did a quick trial myself and was able to download historical data for the AEX index for the last few years. To get to the data, I went to the menu point \"\"Koersen\"\" on the main page and chose \"\"Indices\"\". I then entered into the sub page for t... |
10059 | Why is the buy price different from the sell price of a stock? [duplicate] | [
"554207",
"104652"
] | [
"When there is a difference between the two ... no trading occurs. Let's look at an example: Investor A, B, C, and D all buy/sell shares of company X. Investor A wants to sell 10 shares at $20 a share (Ask price $20 x10). Investor B wants to buy 15 shares at $10 a share (Bid price $10 x15). Since the bid price and ... |
10060 | What type of low-cost stock index exchange-traded fund (ETF) would give the best long-term total return? | [
"196992"
] | [
"Small cap and mid cap shares tend to outperform large cap shares in a bull market, but they tend to underperform large cap shares in a bear market. Since the stock markets tend to go up in the long term, this suggests that a low cost small and mid cap index ETF should offer the best long term returns. Having sai... |
10065 | What is the meaning of the net worth of a person? | [
"461614"
] | [
"\"An individual's net worth is the value of the person's assets minus his debt. To find your net worth, add up the value of everything that you own: your house, your cars, your bank accounts, your retirement investments, etc. Then subtract all of your debt: mortgage, student loans, credit card debt, car loans, et... |
10070 | How to calculate/reconcile conflicting P/E ratios? | [
"188346"
] | [
"The user who wrote the Zerohedge item: The CBS article: The Quora estimate is similar to the Zerohedge one (estimated a round value of 1000 PE and a price of 70-80). Note that it was 30 days after the first 2 items you quoted. You used the CBS numbers except you used the zerohedge price. It depends on which earni... |
10076 | Moving Coin Collection to Stapled Coin Pockets | [
"313015",
"51136"
] | [
"\"I would be wary of having coins in containers with cardboard. Ideally you want the coins to be in an airtight envelope made of plastic to minimize any chance of oxidation or reaction with chemicals in the air. Cheap, retail coins like you would find in a Whitman collection are not generally going to hold value w... |
10078 | Can I place a stock limit order to buy above the current price? Can I place a stock limit order to sell below the current price? | [
"507108",
"199084",
"303448",
"119637"
] | [
"You are better off just placing a market order if you want to buy or sell straight away and avoid the queues. A market order will guarantee the purchase or sale of your shares, but it won't guarantee the price.",
"I have done this, and the reason is to make sure that I don't run out of money in my account to pla... |
10080 | Valuation, pricing, and analysis of securities | [
"441300",
"146628"
] | [
"Pricing would just be another way to describe valuation. I guess if you want to get technical, pricing - is the act of getting somethings valuation. While valuation - is the estimate of somethings worth. Security analysis - An examination and evaluation of the various factors affecting the value of a security. Si... |
10083 | Why buy SPY when there is S&P500? | [
"173967"
] | [
"The S&P500 is an index, not an investment by itself. The index lists a large number of stocks, and the value of the index is the price of all the stocks added together. If you want to make an investment that tracks the S&P500, you could buy some shares of each stock in the index, in the same proportions as the in... |
10085 | Calculation of Loss for GM Bonds and Cost Basis of New Issues | [
"111391"
] | [
"\"I will say in advance this is not a great answer, but I had a similar experience when I owned a CIT bond that defaulted. I ended up getting stock plus 5 newly issued bonds as a replacement for my defaulted bond. My broker had no clue on cost basis and didn't even try for the new securities, I called the \"\"hotl... |
10086 | Using Loan to Invest - Paying Monthly Installments by Selling Originally Bought Shares | [
"159840",
"30238",
"322311"
] | [
"In addition to the answer from CQM, let me answer your 'am I missing anything?' question. Then I'll talk about how your approach of simplifying this is making it both harder and easier for you. Last I'll show what my model for this would look like, but if you aren't capable of stacking this up yourself, then you R... |
10088 | Why are some funds only recommended for investors starting out? | [
"9512",
"571913",
"451598",
"142320"
] | [
"\"A suitable mix of index funds IS a great option if you don't want to spend a lot of time and effort micromanaging your money. If you find amusement in pushing numbers around, you may be able to do better. Notice: MAY. If you have multiple millions, you can hire someone of that sort to push the numbers around for... |
10089 | When to start investing in an index fund? Wait for a bear market, use dollar cost-averaging, or another approach? | [
"243457",
"384893"
] | [
"\"First: what's your risk tolerance? How long is your investment going to last? If it's a short-term investment (a few years) and you expect to break even (or better) then your risk tolerance is low. You should not invest much money in stocks, even index funds and \"\"defensive\"\" stocks. If, however, you're look... |
10092 | Do I have to sell worthless stock to claim a loss and clean up? | [
"207704"
] | [
"Generally, to be able to write off worthless securities, you need to show that they're indeed worthless. It's not necessarily easy, as you need to prove that there's no way they will regain any value in the future. What is usually done, instead, is very simple: you sell them. Many brokers are aware of this problem... |
10094 | Efficient markets hypothesis and performance of IPO shares after lock-up period | [
"595171",
"529864",
"12917"
] | [
"There are rules that prevent two of the reactive measures you suggest from occurring. First, on the date of and shortly following an IPO, there is no stock available to borrow for shorting. Second, there are no put options available for purchase. At least, none that are listed, of the sort you probably have in min... |
10101 | Is the stock market too risky for long term retirement funds? Why should a 20- or 30-something person invest in stocks? | [
"159137",
"133380",
"256349",
"286567",
"524142"
] | [
"\"I would start with long term data. It would show how 40 years worth of stock investing puts the investor so far ahead of the \"\"safe\"\" investor that they can afford to lose half and still be ahead. But - then I would explain about asset allocation, and how the soon to be retired person had better be properly ... |
10102 | Cons of withdrawing money from an Roth IRA account? | [
"84334",
"595042",
"122404"
] | [
"First thing to note is that contributions (i.e. the total of all the amounts that you directly contributed into Roth IRA at any point in time) to a Roth IRA can be withdrawn at any time, without needing any reason, without any tax or penalty. Early withdrawal (early because you are under 59.5) of earnings, on the ... |
10103 | Income tax laibility in India for Stock traded in USA as a resident Indian | [
"241804"
] | [
"my tax liabilities in India on my stock profit in US You would need to pay tax on the profit in India as well after you have become resident Indian. India and US have a double tax avoidance treaty. Hence if you have already paid tax in US, you can claim benefit and pay balance if any. For example if you US tax li... |
10108 | Borrowing money to buy shares for cashflow? | [
"88428",
"417964",
"71219",
"559718",
"309393"
] | [
"Buying individual/small basket of high dividend shares is exposing you to 50%+ and very fast potential downswings in capital/margin calls. There is no free lunch in returns in this respect: nothing that pays enough to help you pay your mortgage at a high rate won’t expose you to a lot of potential volatility. Main... |
10110 | Calculating a stock's price target | [
"597653"
] | [
"The price-earnings ratio is calculated as the market value per share divided by the earnings per share over the past 12 months. In your example, you state that the company earned $0.35 over the past quarter. That is insufficient to calculate the price-earnings ratio, and probably why the PE is just given as 20. So... |
10111 | Is it better to buy U.S ADRs or stock in native stock exchange for a foreigner? | [
"275777"
] | [
"It depends. An ADR might be exposed to a larger market (let's say American) with more volume and thus lower spreads, and thus cheaper. But it can also be the other way around, that the ADR serves a smaller market than the home market. I would go for the largest market, with the most volume so it's quicker and chea... |
10115 | Exercise an out of the money option | [
"538054",
"41967"
] | [
"It is possible to exercise an out of the money option contract. Reasons to do this: You want a large stake of voting shares at any price without moving the market and could not get enough options contracts at a near the money strike price, so you decided to go out of the money. Then exercised all the contracts and... |
10118 | Why is there so much variability on interest rate accounts | [
"457989",
"130128",
"335774",
"203201"
] | [
"\"In answering your question as it's written: I don't think you're really \"\"missing\"\" something. Different banks offer different rates. Online banks, or eBanking solutions, such as CapitalOne, Ally, Barclays, etc., typically offer higher interest rates on basic savings accounts. There are differences between ... |
10119 | Gold futures' margin | [
"474487",
"326335"
] | [
"The initial margin is $5940 and maintenance margin $5400. A simple search of Comex Gold Margin gives the CME group site. You then need to specify CMX metals to see the margins. Gold is currently about $1300. A gold future is 100 oz. So the full contract is worth $130K. You want to 'go long' so you enter into a c... |
1012 | Filling Balance sheet in ITR4 for freelancers | [
"14609"
] | [
"\"ITR-4 is for incorporated business. For freelancing, You can fill ITR 2 and declare the freelancing income as \"\"income from other source\"\". Refer to the Income Tax website for more details\""
] |
10120 | What happens to personal data I disclose for joining an employee stock plan? | [
"339106"
] | [
"You aren't getting a straight answer because nobody knows why those regulations are the way they are. Everyone has to give this information to open the brokerage account or for any access to the US financial system whether it is with a bank account, or a brokerage account. Everyone also typically gives this inform... |
10124 | Why are index funds called index funds? | [
"214522"
] | [
"\"Because they track an index. Edited: The definition of the word in this case meaning \"\"something used or serving to point out; a sign, token, or indication\"\" from Meaning #3 I presume therefore you are asking what an index is? There are many variations of what makes up an Index but in short it is a represen... |
10125 | How do investment banks evaluate a private firm going public? Is it based on the assets owned by the company? | [
"132180",
"569111"
] | [
"\"Will the investment bank evaluate the worth of my company more than or less than 50 crs. Assuming the salvage value of the assets of 50 crs (meaning that's what you could sell them for to someone else), that would be the minimum value of your company (less any outstanding debts). There are many ways to calculate... |
10131 | Invest in ESPP Single Stock or General Market | [
"35575",
"371821"
] | [
"Other than the guaranteed 5% bonus (assuming you sell it right away), no benefits. Keep in mind that the price from which the discount is calculated is not necessarily the market price at the date of the ESPP purchase, so the actual discount may be more than 5% (depending on the volatility of the stock - much more... |
10133 | Why do I see multiple trades of very small quantities? | [
"460241",
"390819",
"325393"
] | [
"\"Or it could be a Robinhood user just messing around with their free commissions. I've seen \"\"people that work for organizations\"\" and other analysts go crazy over some completely benign activity. It is like playing poker with a newbie, unpredictable.\"",
"Probing for hidden limit orders usually involves se... |
10134 | What is the meaning of “Closed Short” ,“Opened Long” ,“Scaled Out” and “Scaled In”? | [
"154665"
] | [
"Opened Long - is when you open a long position. Long means that you buy to open the position, so you are trying to profit as the price rises. So if you were closing a long position you would sell it. Closed Short - is when you close out a short position. Short means that you sell to open and buy back to close. Wit... |
10135 | Do I pay taxes on a gift of mutual funds? | [
"478802",
"318716"
] | [
"I gift my daughter stock worth $1000. No tax issue. She sells it for $2000, and has a taxable gain of $1000 that shows up on her return. Yes, you need to find out the date of the gift, as that is the date you value the fund for cost basis. The $3500 isn't a concern, as the gift seems to have been given well befor... |
10140 | Buy US ETF as foreigner — a bad idea? | [
"528880",
"141585"
] | [
"Here're some findings upon researches: Two main things to watch out for: Estate tax and the 30% tax withholding. These 2 could be get around by investing in Luxembourg or Ireland domiciled ETF. For instance there's no tax withholding on Ireland domiciled ETF dividend, and the estate tax is not as high. (source: B... |
10142 | How are dividends for shareholders of banks paid? | [
"345400",
"558701"
] | [
"Why? Balance sheet is balance sheet, why is it complicated? Bank shareholders get dividends in exactly the same way as any other company shareholders do: the company ends up with net profits, which the board of directors decides to distribute to shareholders based on certain amount per share. If at all. Not all th... |
10144 | Less than a year at my first job out of college, what do I save for first? | [
"123013",
"16388",
"3059",
"45353",
"477552"
] | [
"On paper the whole 6 months living costs sounds (and is) great, but in real life there are a lot of things that you need to consider. For example, my first car was constantly falling apart and was an SUV that got 16MPG. I have to travel for work (about 300 miles per week) so getting a sedan that averages close to ... |
10146 | Do US mutual funds and ETFs pay taxes on dividends? | [
"407185"
] | [
"\"Mutual funds don't pay taxes themselves, they distribute any dividends or capital gains to the shareholders. Thus, if you hold a mutual fund in a tax-advantaged account like a 401k or IRA then the distribution isn't a taxable event while in a regular taxable account you would have to pay taxes on the distributio... |
10148 | Open Interest vs Volume for Stock Options | [
"132430",
"380951",
"73846"
] | [
"What if there is only one trading day and the volume is smaller than the open interest on that one trading day. This is assuming there is no open interest before that day? I pulled this from a comment. This can't happen. We have zero open interest on day one. On day 2, I buy 10 contracts. Volume is 10 and now ... |
10150 | Does an Executed Limit Order Imply a Spot Price? | [
"335241",
"286698"
] | [
"Think of all the limit orders waiting in line, first organized by price, and then by the time the order was placed (earlier orders are closer to the front of the line). In order for your buy order to trade, there must be no other limit orders of 10.01 or higher, or the sellers order would have matched with them i... |
10153 | What is the role of a manager in a passively managed index fund? | [
"454596",
"315044"
] | [
"\"There still is some buying and selling to do in a passively-managed fund. The stocks might pay dividends. If the fund manager didn't reinvest these dividends, the fund would begin to accumulate a cash position, which would cause it to stray from being an index fund. Stocks come and go from an index as well; i... |
10160 | What are good Monthly Income Funds? [Canada] | [
"4666"
] | [
"@sharam - big question. I am going to answer part of it, but not as directly as you might like. You mention 4-6 cents per unit per month, but fail to give a unit price, so it is hard to tell how much return you are really looking for. Given the amount you have to invest, depending on your time horizon, you will d... |
10161 | Are there any benefits to investing with a group of friends vs. by myself? | [
"149153",
"148661"
] | [
"In most markets, there are fixed fees known as commissions. For instance, with a retail broker in the stock market, you can expect every trade to cost you $7.00 as an example, it is $7.00 regardless of if you place a trade for $25 or $25,000. You will see that just opening the trade, with a smaller amount, will ea... |
10166 | Is it a good idea to put everything in the S&P500? | [
"571579",
"425793"
] | [
"At a very high-level, the answer is yes, that's a good idea. For money that you want to invest on the scale of decades, putting money into a broad, market-based fund has historically given the best returns. Something like the Vanguard S&P 500 automatically gives you a diverse portfolio, with super low expenses. As... |
10168 | Can heavy demand for options drive up or down a stock price? | [
"223687"
] | [
"You will tend to find as options get closer to expiry (within 2 months of expiry) they tend to be traded more. Also the closer they are to being in the money they more they are traded. So there tends to be more demand for these options than long dated ones that are far out of the money. When there is this higher d... |
10169 | What is this type of risk-free investment called? | [
"534471",
"173973",
"95246",
"453524",
"350901"
] | [
"This sounds a lot like an Equity-indexed Annuity. They date from about 1996 (there is a bit of skepticism about them, as they are tricky to understand for the typical investor). For instance, an equity indexed annuity pays a portion of the gain in an index (like S&P 500) when the stock market rises, and guarante... |
10173 | Getting (historical) Standard & Poor Stock Guides | [
"326724",
"303649"
] | [
"I haven't seen one of these in quite some time. Back in the 1970s, maybe the 1980s, stock brokers would occasionally send their retail clients a complimentary copy once in a while. Also, I remember the local newspaper would offer a year-end edition for a few dollars (maybe $3) and that edition would include the ne... |
10177 | What is the most effective saving money method? | [
"67322",
"579473",
"317050",
"337779",
"147745",
"19107"
] | [
"In a word: budgeting. In order to have money left over at the end of the month, you need to be intentional about how you spend it. That is all a budget is: a plan for spending your money. Few people have the discipline and abundance of income necessary to just wing it and not overspend. By making a plan at home a... |
10181 | How can I find stocks with very active options chains? | [
"399885",
"315334",
"425561"
] | [
"\"Just as a matter of research, apparently there is a way to find high option volumes such as a site here: https://www.barchart.com/options/volume-leaders/stocks However, that information is going to be heavily skewed by \"\"underlying security that moved a lot more than expected and probably got a lot of position... |
10182 | Approximation of equity value for company in default | [
"541219"
] | [
"\"Generally \"\"default\"\" means that the company cannot pay off their debts, and since debt holders get paid before equity holders, their equity would be effectively worthless. That said, companies can emerge from Chapter 11 bankruptcy (reorganization) and retain equity value, but it is rare. Most times, stocks ... |
10186 | What are the differences between a REIT and an MLP? | [
"390751"
] | [
"\"A REIT is a real estate investment trust. It is a company that derives most of its gross income from and holds most of its assets in real estate investments, which, in this case, include either real property, mortgages, or both. They provide a way for investors to get broad exposure in a real estate market with... |
10187 | Using pivot points to trade in the short term | [
"577585",
"352346"
] | [
"Pivots Points are significant levels technical analysts can use to determine directional movement, support and resistance. Pivot Points use the prior period's high, low and close to formulate future support and resistance. In this regard, Pivot Points are predictive or leading indicators. There are at least five d... |
1019 | Lump Sum Investing vs. Dollar Cost Averaging (as a Long Term Investor) | [
"193396"
] | [
"I think you're not applying the right time scale here. ESPP (Employee Stock Purchase Plan) is usually vesting every 6 months. So every half a year you receive a chunk of stocks based on your salary deduction, with the 15% discount. Every half a year you have a chunk of money from the sale of these stocks that you'... |
10190 | A good investment vehicle for saving for a mortgage down payment? | [
"82159",
"446770"
] | [
"When you are saving for money you need in 5 years or less the only real option is a savings account. I know the return is nothing at this point, but if you cannot take the risk of losing all of your money that's the only thing I would recommend. Now you could try a good growth stock mutual fund if, when you look ... |
10191 | Does it make sense to talk about an ETF or index in terms of technical indicators? | [
"560538",
"109639"
] | [
"Yes, it makes sense. Like Lagerbaer says, the usefulness of technical indicators can not be answered with a simple yes or no. Some people gain something from it, others do not. Aside from this, applying technical indicators (or any other form of technical analysis - like order flow) to instruments which are compos... |
10194 | Is there data and proof that a diversified portfolio can generate higher returns than the S&P 500 Index? | [
"291601",
"279396",
"296567",
"146637"
] | [
"Is it POSSIBLE? Of course. I don't even need to do any research to prove that. Just some mathematical reasoning: Take the S&P 500. Find the performance of each stock in that list over whatever time period you want to use for your experiment. Now select some number of the best-performing stocks from the list -- any... |
10195 | Why do mutual fund trading limitations exist? e.g. 90 day transfer limits? | [
"522759"
] | [
"Mutual funds (that are not exchange-traded funds) often need to sell some of their securities to get cash when a shareholder redeems some shares. Such transactions incur costs that are paid (proportionally) by all the shareholders in the fund, not just the person requesting redemption, and thus the remaining shar... |
10198 | How to chose index funds, mutual funds from a plethora of options (TD Ameritrade) | [
"586029",
"526346"
] | [
"I agree with others here that suggest that you should be taking higher risk since it is repaid with higher returns. You have 40 years or so to go before you might switch to safer but lower return funds. I suggest that you look at the Morningstar rating for the funds you are considering: http://www.morningstar.com/... |
102 | Maintaining “Woman Owned Business” while taking on investor | [
"494264",
"187073"
] | [
"To qualify as a woman owned business, a woman or group of women must own shares worth 51% of the business. If your investor was a woman, the entire 5% could come from her share of the company without affecting the 51% ownership requirement. Could you find a woman to add as an investor? If you each had your shares ... |
10203 | Commencing a Pension from an SMSF | [
"118594"
] | [
"No. Disclaimer - As a US educated fellow, I needed to search a bit. I found an article 7 Common SMSF Pension Errors. It implied that there are minimum payments required each year as with our US retirement accounts. These minimums are unrelated to the assets within the account, just based on the total value. The wa... |
10204 | Index ETF or Index mutual fund - standard brokerage account | [
"153112",
"106863"
] | [
"The ETF is likely better in this case. The ETF will generally generate less capital gains taxes along the way. In order to pay off investors who leave a mutual fund, the manager will have to sell the fund's assets. This creates a capital gain, which must be distributed to shareholders at the end of the year. Th... |
10209 | Pay off entire mortgage or put into investments | [
"595436",
"493336",
"278626"
] | [
"I like this option, rather than exposing all 600k to market risk, I'd think of paying off the mortgage as a way to diversify my portfolio. Expose 400k to market risk, and get a guaranteed 3.75% return on that 200k (in essence). Then you can invest the money you were putting towards your mortgage each month. The p... |
1021 | How to save money for future expenses | [
"149669",
"494815",
"487861",
"223103"
] | [
"First, talk to your husband about this. You really need to persuade him that you need to be saving, and get him to agree on how and how much. Second, if you husband is not good at saving, work on getting something set aside automatically - ideally deducted from a paycheck or transferred to a savings account automa... |
10211 | Changing the price in a limit order | [
"175504"
] | [
"This depends on the stock exchange in question. Generally if you modify an existing order [including GTC], these are internally treated as Cancel/Replace Orders. Depending on the action, you may lose the time priority position and a new position would get assigned. More here. (f) Cancel/Replace Orders. Depending o... |
10212 | Do algorithmic trading platforms typically have live-data access to stock data? | [
"350460",
"38545"
] | [
"\"Algorithmic trading doesn't necessarily require live feeds. It is a very generic term describing trading based on the decisions made by a machine and not a person. One very prominent type of algo-trading is \"\"high frequency trading\"\". For HFT to be effective, not only do you need live feeds (which are provid... |
10214 | Warrant shares/UNIT | [
"800"
] | [
"\"A warrant is similar to a call option (the right to buy stock at a certain price), with the difference that warrants are filled by the issuing company with new shares, diluting the existing shareholders' ownership. The language is a bit confusing, but how I interpret it is: So your 9,000 shares will get you 3,00... |
10215 | US Taxes - Handling Capital Losses from previous years with current capital gains | [
"306460"
] | [
"No one can advise you on whether to hold this stock or sell it. Your carried losses can offset short or long term gains, but the long term losses have to be applied to offset long term gains before any remaining losses can offset short term gains. Your question doesn't indicate how long you have to hold before the... |
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