Jake Freeman
  • Member for 2 years, 8 months
  • Last seen more than a month ago
  • NJ, United States
Can I hedge my household expenses using the financial markets?
9 votes

In theory (but not practical in reality), you could hedge each of those expenses with various inflation swaps, futures, and other OTC products. Housing costs can be hedged by exposing to REITs ...

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50% portfolio in single stock, JPM - appropriate for 80 year old?
5 votes

Given the capital gains basis on the stock, it would be practical for her to continue to hold it. It is potentially possible that JPM grow so much over the past 10 years that it went from a moderately ...

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Could the UK be subject to hyperinflation following a No Deal Brexit?
Accepted answer
3 votes

This would proceed in a course that will have price growth in line with "regular" inflation. Hyperinflation requires inflation to rise by 50%. The UK does do a lot of exporting, so as the pound drops ...

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Can ETF be short-squeezed?
Accepted answer
2 votes

A short squeeze on SPY or similar large index ETFs will never work as Authorized Participants will exploit the pricing difference to prevent the ETF from straying from the NAV. Since the underlying is ...

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Can ETF be inefficient?
Accepted answer
2 votes

An ETF can be inefficient, however, it is structured to be efficient. Every ETF has Authorized Participants (AP) who basically profit off of the difference until the difference is 0. While a large ...

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Is money from a trust account considered a gift?
1 votes

A donation/contribution to a trust is not considered a gift as long as the beneficiary has a future interest in the gift. If you are referring to a payable on death account than it is the same as ...

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Taxes on selling stocks
Accepted answer
1 votes

You would not pay any taxes on losing money. Depending on how long you take before selling you will either have a capital loss or short-term capital loss (ordinary loss). You can net these against ...

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SEC institutional pre-IPO disclosure
1 votes

The Form 13-F requires managers to report their 13(f) security holdings. As per the SEC, 13(f) securities are available for general transactions amongst the public, as such pre-IPO securities would ...

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Currency option case
1 votes

FOREX Options only trade on one pair. For EUR/USD u can only make options EUR/USD. You can exercise a long call at any given price at maturity. It only makes sense, however, to exercise when you would ...

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Can a software or app you developed be classified as an "Asset"? If its generating revenue or turning into something big or both
0 votes

Any piece of intellectual property is an asset. How much that is worth can very extremely and could cost more than it's worth. For example, Facebook bought Instagram for billions of dollars. That ...

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IPO Lock up trade
0 votes

The number of locked-up shares are generally found in regulatory filings and many research platforms will provide this--i.e. Bloomberg. Your guess is generally good; however, your number will include ...

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Using 401k loan to payoff higher interest loan, how much am I saving?
0 votes

If you take a 401(k) loan which you pay yourself, and we assume your 401(k) makes 8% interest per year. Then your net savings are as follows: If you do borrow: Your change in wealth in the 401(k) is $...

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Write off accrued interest from interest income
-1 votes

Your 1099-INT should have a line item for the accrued interest which will be deducted from the interest paid. This will be netted on Schedule B on 1040.

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