Recent content by mozung

You are stating After the 2 transactions in loss will result in wash sale. But wouldn't they say that I opened another long position just Before ( 30 days before) I would have loss in the coming synthetic long position? I mean my position will be closed in loss before 30 days of me entering in...

can you please elaborate above? I don't want to assume. :) thanks

Hello, I made a synthetic long position (buying call and selling put at same strike) on a stock at 275 strike price expiring January 21st, 2022. Stock is at around 210 which I think might be a bottom. It may or may not hit 275 by Jan 21st, 2022. But I want to add position now by buying more...

You are right. I also felt the same. I think people are just over sensitive about the finances or don't want to take any blame. TBH If someone asks me I tell them what I would do and reason why I would do. And may be recommend to small position as well when I'm at least 90% confident. Purpose is...

Nice to hear that. Is it possible to share that report if it is not personal or anything? How much these advisors usually charge?

Can you please explain what is your investment setup? i.e. how did you hire? how do you manage? what do they do for you?

Don't you think 10 stocks would make too concentrated and vulnerable to margin calls if a crash happens. Do 10 stocks make well diversification?

I'm in the same boat. It is daunting process to manage your investments conservatively with all the fearful negative noises around you. You can't ignore them totally either because you do not want to be too optimistic as well.

Do you have any personal experience with them?

Hi, I'm fairly educated long term investor. I invest in individual stocks and options. Recently, I have realized that I can't pay full attention to my portfolio as I should due to business and job. I know there are advisors, robo-advisors, and automated programs available through many brokers...

I submitted the test and passed it! I enjoyed the test, it helped me gain knowledge and purpose of having PM account (hedging). I only had problem with time constraint of the test, Had I knew I were be able to save the test to stop the time, I would have passed it in first attempt. In first...

Thank you guys, For question 2, basically I didn't attempt. I knew answer be C, as a loss of 12500. I got stuck at word “parity”. I was like may be my answer is too simple. I don’t know why examiner would ask “ buy back at parity”. I wanted to understand the question right. so parity is like...

Hey, I recently applied for portfolio margin account at TD Ameritrade which required to pass a knowledge test. I tried the test but burned my confidence to dust in first attempt. I missed by just one question. I was not sure where I did wrong. So I'm thinking, I should consult with experts like...