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It's only for spouses, and it's not profit transfer, but share transfer. As an example, when I was working 100% of my investments were in my spouses name (apart from locked in share and fund grants and options), as she was not working at the time and so had much lower marginal tax rates. Then...

It would make no difference. But you can also transfer between spouses with no CGT crystallization: not possible with a joint account. Also you can apportion dividends differently if the rates there are different. Just gives you more flexibility generally. GAT

No flexibility in splitting profits between eg spouses with a joint account has to be 50%. So a problem if you pay different CGT rates. GAT

Very briefly (I'm on holiday, on and off, for a few more weeks) I've traded these professionally in the past (fixed income space), but they require a fair amount of implementation effort. GAT

Update time. Performance wise, nothing to write home about eithier way. For the calendar year I'm up 4.4%, so a smidgen on my last update. For the financial year I'm up 6.3%. For context, gere's some extracted bullet points from my last couple of updates: Right now I'm working on adding...

Copied and pasted from https://www.forex.com/en-uk/education/education-themes/trading-concepts/tips-for-beginners-forex/ and https://www.thebalance.com/finding-forex-broker-1031018 GAT

Yes just keeping adding leverage what could possibly go wrong... GAT

Many swap! - Interest rate swap - Constant maturity swap - Amortizing swap - Basis swap - Credit default swap - Variance swap - Forward swap - Currency swap - Quanto swap - Commodity swap - Total return on swap - Inflation swap - Equity swap - Range accrual swap - Option on swap (swaption) If...

And apparently he's always a 'He' because as everyone knows women are rubbish at trading :-) GAT PS most of these apply to me but only because I'm a boring git, not because I'm a good trader.

I didn't say there was no noticeable difference, I said there was no statistically significant difference. Not the same thing at all; you need a massive Sharpe Ratio difference for statistical significance. GAT

Not easily and I'm not sure how valuable an exercise it would be. For starters, even with 40 years of data from a backtest, I don't see any statistically significant differences in performance between different instruments; so using a mere 7 years would be a total waste of time. Secondly, the...

Oh okay that's interesting. GAT

Sorry I'm probably being dumb, what's the use case for this? GAT

I was just going off the comparision table on the IB website. I'd never heard of IB Lite until 58 minutes ago... GAT

Lite has no API access, so a complete non starter for me. (Doesn't have web trader eithier - WTF? You have to use TWS. I only ever use the API or web trader for emergencies / testing, haven't even downloaded a copy of the bloatware that is TWS for about 7 years...) GAT

I got an email from IB confirming this (I have a small account I use for testing which is often inactive for months) GAT

More sellers than buyers GAT

I also use (Max Capital - current drawdown) as my divisor, because that's what my system is using to calculate exposures. The reason I use that is I'm not compounding. For most people it's fine to use the current system account value, because they are also using that as their figure for...

Oh I'd call that the IRR: internal rate of return. My capital employed already accounts for deposits and withdrawals, so effectively it's always an IRR. For me time weighted is the CAGR, which since I don't compound is just return*365/D where D is the daycount fraction. GAT

Oh we're doing this are we...so you've unilateraly decided it's time for a performance update.... whose thread is this exactly again??!? :-) I don't really look at calendar years, and certainly not at half calendar years, and can never get these images to work, they used to, but here goes...