All Questions

Filter by
Sorted by
Tagged with
1
vote
1answer
31 views

How do I Calculate this Estimated Weighted Return?

I am trying to figure out how to calculate an estimated weighted return. For example, imagine I have the following portfolio: | ETF | Quantity | Value | Weight | Estimated Return | Estimated ...
-1
votes
0answers
20 views

Is there a tool to track debt mutual maturity date for indian market? [closed]

Is there a tool to track debt mutual maturity date for indian market. Basically, I am trying to find bonds with discount , whose value is more at expiry.
0
votes
1answer
61 views

How can I calculate the total return of my portfolio when it is rebalanced annually?

I have a portfolio and I rebalanced it every year. The portfolio return is 6%, 8%, 3% in years 1,2,3. How can I calculate the total return of the portfolio?
-1
votes
0answers
80 views

Where do I go from creating a software [closed]

i know that this question is very hard to answer but i would be happy to get some advice. I own a little company and recently had a good idea for a program. After some weeks of development I finally ...
6
votes
1answer
1k views

How much mortgage is too much?

I'm buying a house and decided against renting out a place because I feel like it's almost a waste of money, and, most importantly, the rent of a small 40 m^2 apartment in the middle of nowhere is the ...
0
votes
1answer
23 views

Understanding the taxes on covered call ETFs (e.g., QYLD, RYLD and XYLD) whose dividend payments count as ROC: short-term or long-term capital gain?

As a US taxpayer, I am trying to understand the taxes on covered call ETFs (e.g., QYLD, RYLD and XYLD). From projecttheta, with QYLD as the example: Almost all of QYLD’s dividend payments have ...
0
votes
3answers
159 views

Should a freelance programmer charge me for hours spent where a computer was running a script?

This question might be more applicable to the Stackoverflow crowd, but is not a coding question. I recently hired a freelance developer to build a certain script. From there, after the script was run ...
0
votes
2answers
69 views

Will this trade trigger the wash sale rule?

i have an example Step 1: bought 1000 shares at 2$ Step 2: Share price dropped to 1$ the same day and added another 1000 same day(averaging down) Step 3: Next day stock increased to 1.5$ i sold 1000 ...
0
votes
0answers
61 views

Forgot about an accident when signed up for car insurance. What will the insurance company do if I tell them?

I have moved to France, bought a vehicle and signed up for car insurance. I said that I didn't have any car accidents over the past 2 years, but when I got my letters of experience from my previous ...
0
votes
1answer
44 views

Gnucash: Balance Sheet Shows Imbalance Amount

I've been running this GNC file for over two years now. I close the books each year so that I can get YTD totals out of expense & income accounts. (see here). I have one prior year closing for ...
0
votes
0answers
19 views

EU ad-hoc announcements/8-K filings in other countries [closed]

In many countries, companies whose securities are traded on a stock exchange are subject to an ad-hoc disclosure requirement. This ad-hoc announcement publication duty refers to the obligation to ...
0
votes
0answers
45 views

Can you buy shares of an american company being a foreign from another country through internet? [closed]

Not sure if this question is in the scope of this SE, but I couldnt find info on this in internet, probably because I dont know where to look. Can you buy shares of an american company being a foreign ...
-3
votes
1answer
147 views

If my bank account was hacked via an insecure phone, would I be better off if I had warned the bank about it?

For environmental and financial reasons I have always used second hand or grey market mobile telephones. For work purposes I have general purpose computer kept as secure as possible, purchased new ...
0
votes
0answers
22 views

Calculating Effective Annual Interest Rate & Annual Percentage Rate with fees (in R)

Problem How to calculate Effective Annual Interest Rate (EAR) and Annual Percentage Rate (APR) with fees (in R) ? I am interested in getting to know how much I am actually paying interest when fees ...
6
votes
1answer
2k views

What does "GILEAD SCIENCES INC REV NRA W/H ,03/30" mean?

What does the GILEAD SCIENCES INC REV NRA W/H ,03/30 mean in my broker's statement? I mean, the INC REV NRA W/H ,03/30 part. Is that a dividend?
1
vote
2answers
148 views

My credit utilization went down from 19% to 2%. Why did my credit score go down?

According to multiple different credit score trackers, between last month and this month, the only change on my credit report was a significant decrease in my credit utilization (from 19% to 2%), ...
0
votes
1answer
32 views

When on EI what affect does limiting the hours available to work have?

I recently started a job. I was under the impression that this job was not long term. This is important to me because there are certain things (like not having a break room or employee bathroom, ...
2
votes
2answers
113 views

Going back to school: student loans vs borrowing from IRA

Preamble about where I am right now: Late 40s In the USA Modest car loan, no mortgage, no credit card debt No spouse or children About $200,000 in a traditional IRA, another $50,000 in a Roth ...
1
vote
1answer
44 views

Mella Roos Disclosure Requirements (California)

I live in Washington State and I’m in the process of helping my mom purchase a home (I’m paying, but she will be living in it). Given the competitive market, we recently put in a non-contingent offer ...
0
votes
1answer
96 views

What is the standard deviation for a stock?

One suggestion for when to take profits is when a stock rises 1 standard deviation. But what is the standard deviation for a stock looking forward? Is the mean the mean of the SPY, the mean of this ...
0
votes
0answers
34 views

Can I set a ceiling for above which I don't want to execute a short trade

I am wondering how I can achieve the following trading order (all in one). Say that at closing yesterday a stock traded at $10. Now late at night (or early morning) outside of trading hours, I want to ...
29
votes
4answers
5k views

What can I do when a vendor will only refund to the same card I used if I have cancelled that card?

I paid for a conference with a credit card (about 10 months in advance before the event). The amount was taken from my card in a few weeks. About 3 months later, I cancelled this credit card as I ...
0
votes
1answer
38 views

Is there a future tax benefit to selling RSUs in order to exercise-and-hold the stock options?

I have RSUs and in-the-money stock options granted by my company, both vested. I've held the RSUs for over a year, so I understand that when selling, I would pay long-term capital gains tax on the ...
2
votes
0answers
71 views

How much money can a self-employed person put in his IRA

Consider a self-employed person (over 55) who wants to contribute to an IRA. His income from self employment is 8000. That is, on line 31 of his Schedule C, the number 8000 appears. He cannot put into ...
1
vote
1answer
101 views

Germany - How are Acc ETFs taxed after the first year of investing? (confused about how I can apply the calculation formula)

I just started investing in 2021 and upon reading how to calculate the tax I owe for my accumulating ETF, I realised I don't know how to apply the explanations found on the Internet to my situation. ...
0
votes
0answers
36 views

How does US Royalty Trust taxation work?

I'm talking about the US Oil Royalty Trust, such as BPT, SBR,...which are traded on NYSE stock exchange. As far as I know, unit holders typically receive form 1099-MISCs at the end of the year to file ...
0
votes
1answer
45 views

What is UTP (Unlisted trading privileges)

When I search on internet I find two explanation. UTP site - The UTP Plan (Plan) governs the collection, consolidation and dissemination of Quotation and Transaction Information for Nasdaq-listed ...
3
votes
1answer
69 views

Custodian account vs trust for child?

Let's say that a parent wants to give away some of his wealth to his 3 year old child so child could start to use it once he turns 18. What would be the main differences between creating trust or ...
2
votes
1answer
95 views

What happens to the NOT vested balance when my former employer switches 401k companies?

I have a complicated 401k situation. I had a contract job and the contract I was on got cancelled. I did not voluntarily quit, and I was not fired with cause. My contract was cancelled due to a ...
2
votes
1answer
56 views

When is the UK Gift/Inheritance tax levied?

This page sets out the rules for UK "gift tax" (a subset of inheritance tax) UK Gift tax is specifically designed to prevent people circumventing inheritance tax by giving gifts to their ...
0
votes
0answers
30 views

Where can I find the chart for the historical PE ratio of Nasdaq Composite (.IXIC not the company NDAQ) [closed]

I spent lots of time searching for this, but I just couldn't find any charts for the historical PE ratio of Nasdaq composite, by year or by month (not the company NDAQ!), nor can I find historical pe ...
1
vote
3answers
89 views

Understanding diminishing returns for write-offs

Do write-offs become "useless" at a certain point? I assume that if a person's taxable income is at $0 for the year then there's no benefit to keep searching for write offs. Is this the case?...
0
votes
1answer
69 views

When is cash available to be withdrawn from Fidelity after selling stocks?

When is cash available to be withdrawn from Fidelity after selling ETFs and stocks?
11
votes
2answers
4k views

How to avoid taxes when a stock you own is taken over in a cash deal?

I own shares of company A in a personal, non-tax advantaged account. Company A is being acquired by company B at a premium in an all cash deal, but I'd like to avoid the taxes associated with selling ...
-7
votes
1answer
44 views

How could I locate any global corporation which sells to the private sector directly through E-commerce? [closed]

I understood that in recent years there is a tendency for some corporations (such as Coca Cola and Mutti1 at least in some countries) to sell directly to retail customers / private sector, if the ...
1
vote
1answer
29 views

Separate bank account / finances from Schedule C sole-proprietorship for single member "disregarded entity" LLC

If having a Schedule C business and then starting a single member LLC (i.e. which the IRS views as a disregarded entity for tax purposes), should a separate bank account / expense tracking need to be ...
0
votes
1answer
215 views

Buffett believes Bitcoin has no value and no future. Isn't it the same with stocks? [duplicate]

Just listened to Warren Buffett's thoughts on Bitcoin and he claims that Bitcoin is a non-producing asset which has no value. Buffet also points out that it is just the hope that others will be ...
0
votes
0answers
107 views

How do I change the battery in a São Tomé and Príncipe "Millennium in Time" coin? [closed]

I'm hoping I can just about get away with this being on topic... I'm no numismatist so I'm unsure of where else to ask this. I have a "Millennium in Time" 1000 Dobras coin, minted as a ...
0
votes
2answers
38 views

How far from the strike price is an option contract being exercised?

Say I sold a naked put at $30 strike price for an option premium of $1. Would the broker assign 100shares instantly to me when the stock price drops to $30(approximately) or only when price is below $...
1
vote
1answer
38 views

Claiming Educational expenses for my spouse - married filing jointly

My spouse is preparing for the CPA and I am wondering if I can claim her course related expenses while filing 2021 taxes? Q1. In 2021, there were only exam related and books related expenses. Are ...
2
votes
1answer
175 views

If you quit a new job because you're concerned for your health, can you go back on Employment Insurance?

I was on EI. I recently started a new job as an employee. There were 2 phone calls and then I started working the next day. There's a few things that make me concerned for my health (even as simple as ...
0
votes
1answer
23 views

Margin Trading Questions (Reg T, Scaling in, Deposits)`

I'm researching how to effectively trade on margin and I'm having trouble visualizing some scenarios and I haven't been able to find anything online so any help would be greatly appreciated. Here are ...
0
votes
1answer
64 views

Can you substract business expenses that increases good will? [closed]

Can you subtract business expenses that increases good will? Can you gain a tax advantage if you spend money to make a non-profit product that may increase good will for your company? Let's say you're ...
-1
votes
0answers
89 views

Is it rude to not use oil change place for car repair [closed]

When I get my oil changed, sometimes the mechanics tell me that I need to change brake pads or air filter etc. I always tell them no need and talk to my personal mechanics to see if I need them ...
0
votes
3answers
36 views

What is the downside for covered call options?

What is the downside of selling covered calls on the stocks or ETFs you own that have appreciated significantly from their original purchase price?
7
votes
1answer
3k views

Can I pay my partner’s income tax (Canada)

I net approx. twice what my spouse does. At income tax time can I pay her income tax for her so she has more money to invest in her retirement savings account (RRSP)? I know that if I were to give her ...
1
vote
1answer
54 views

Paying cash for home and gifting a percentage to brother

Background: I live in Washington state, but was purchasing a home in California; for my mother to live in (rent-free). I was tentatively planning to gift my brother and his wife $30,000 in equity of ...
1
vote
1answer
73 views

Inflation vs Mortgage - Updated for Inflation

I don't see an exact match to this question although I previously asked when things were calmer. The press is quoting a real YoY inflation rate of 7%. Let's assume there is a mortgage at 4% and a ...
0
votes
0answers
34 views

Are there any trading products which track inflation?

Are there any derivative trading products that track inflation very well? I was thinking for example that there would be something like consumer price index derivatives. Or maybe derivatives for some ...
0
votes
0answers
36 views

Equity curve money management strategy to minimize drawdowns

Some high risk/returns automated trading systems requires an on/off switch as a fail-safe feature and to minimize drawdowns. Besides using a moving average on the equity P&L curve to turn on/off ...

15 30 50 per page
1
2 3 4 5
704