Talking stocks, trading, and investing in general

[patrickBOOTH]

I wonder how it is coded on a W-2 to see if it would affect regular income.

It looks like your salary just goes up, so it means you're kind of just getting paid more.

 

[Omega Male]

Relative equity valuations not looking so great.

 

[brokencycle]

Finally holding the dog of my minerals & metals fund will start looking good again!

 

[jbarwick]

Stocks are within 5% of ATHs and people have a lot of fear. This is all driven by Piob transitioning to Gold and Bonds pumping up the price.

 

[stimulacra]

Anyone check the YTD on their bond funds recently?

While Wall St. Talks of Recession, Bond Investors Make a Killing (Published 2019)

You should have bought bonds. They’re doing great.

nyti.ms

 

[jcman311]

No, it is considered income. If I sell the stock a year later at a higher basis then I will be taxed on the gain at a different rate.

That's an interesting transaction. So they sell you shares but report it as income on your W2? And it increases your gross? But it's on a discount? Too many moving parts. ?

 

[brokencycle]

That's an interesting transaction. So they sell you shares but report it as income on your W2? And it increases your gross? But it's on a discount? Too many moving parts. ?

Plot-twist: his company is run by former Enron execs.

 

[otc]

Sounds to me like something akin to bonus shares. You buy 100 and they hand you an extra 15... But you have to pay taxes on those.

 

[jcman311]

Plot-twist: his company is run by former Enron execs.

Or the Mets. Bobby Bonilla day is one of my favorite holidays.

 

[jbarwick]

Anyone check the YTD on their bond funds recently?

While Wall St. Talks of Recession, Bond Investors Make a Killing (Published 2019)

You should have bought bonds. They’re doing great.

nyti.ms

I am in VBTLX which is a Total Bond Market fund and is up 9% YTD. The LT Treasury fund is up 22%.

I plan for 0.5% real bond growth over the long-term in my planning model so this year has been nice.

 

[patrickBOOTH]

That's an interesting transaction. So they sell you shares but report it as income on your W2? And it increases your gross? But it's on a discount? Too many moving parts. ?

Damn, you people are really dense.

Sounds to me like something akin to bonus shares. You buy 100 and they hand you an extra 15... But you have to pay taxes on those.

Yes. This.

 

[cross22]

Even with the discounted ESPPs you pay ordinary income tax on the discounted portion at the time of purchase.

 

[Piobaire]

Anyone check the YTD on their bond funds recently?

When I looked last week the fund I went into about three months ago has given me a 5.5% return during my holding period and has paid .35% in dividends every month.

 

[Omega Male]

Negative yielding bonds rule.

Positive yielding bonds drool.

 

[jbarwick]

Decided I wanted some cash in my accounts so I sold most of my Emerging Markets position. I am sitting on roughly 3% cash. Since all moves should have a plan for re-entry, here are my 3 triggers.
1. EM up 10% from my sell price.
2. EM down 20% from sell price.
3. S&P down 15%.
2 of these will trigger putting the money back into EM while the other will be directed at the S&P. The reason for the bigger EM price trigger is because EMs are usually more volatile.