Blog Archive

Monday, August 16, 2021

Humble trader weekly cover

 BNTX

MRNA

HOOD 

AMD

WISH

PLTR

ZIP

ACY


BTBT


wash sale

 repurchase stock 

holding period 

many tax concept

first example ( 100 ) 

                        ( 90)

more or fewer stock

repurchase 

how do you think the cost basic

10 lost per share 

investor 

link of the 

30days of the sale 

wash sale could be more complex

reporting wash sale 

reporting requirement

for investment 


investment long and short term

 simple example 

( the price going to drop)

you sell them 

after a few week cover the short position 

keep the buy price and sell price 

you decide to close the position 

margin account 

sell -buy back the  close position

buy at 

capital gain 

tax and impact 

learn strategies

taxes can be complex

tax professional understand the situation

you buy the share stock 

you gain 10 dollar unrealized gain 

the prices 

unless you don't close the position

you may not be consider the capital gain 

taxable event 

focusing on the stock video

short term or long term 

same rate 

marginal tax rates -10 to 37 percent 

morethan a year 

specific rate 

2020 long term rate 

rate can change all the time 

could increase 

consider holding periods 

quickly buying and selling 

long term investment tax lower rate 

retirement 

you may be able to buy and sell without 

intentionally realize loss 


EOSE day trade study

EOSE  sold on 09/30/2024 gained 101.03  buy back 2.68 20 share on 10/01/2024 gained= 5 $   

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