g*****u
发帖数: 14294 | 1 He's probably taking on a very very small position. |
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r***k
发帖数: 13586 | 2 好啊，终于可以从short FAS/FAZ改为short TQQQ/SQQQ了。 |
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E**O
发帖数: 1980 | 3 The new ProShares ETFs are: Short FTSE/Xinhua China 25 (YXI), Short Real
Estate (REK) and Short Basic Materials (SBM). The ETFs will list today on
NYSE Arca. |
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w*******o
发帖数: 6125 | 4 You might only want to consider those with high liquid.
Such as the following:
TLT: iShares Lehman 20+ Year Treasury Bond Fund
TBT: ProShares UltraShort 20+ Year Treasury Bond ETF
TIP: iShares Lehman TIPS Bond Fund
LQD: iShares iBoxx US Dollar Investment Grade Corporate Bond Fund
SHY: iShares Lehman 1-3 Year Treasury Bond Fund
HYG: iShares iBoxx $ High Yield Corporate Bond Fund
JNK: SPDR Lehman High Yield Bond ETF |
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p******g
发帖数: 68 | 5 ProShares UltraShort FTSE/Xinhua China 25, 这个应该可以 |
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b***y
发帖数: 374 | 6 http://etfdailynews.com/blog/2010/06/08/do-you-trade-like-mr-x-with-
triple-x-etfs-fas-sds-tza/
Need read above:
Do You Trade Like ‘Mr. X’ With ‘Triple X ETFs’? (FAS, SDS, TZA)
quote: “This is the wrong way to approach the leveraged ETF industry — or
any type of investing, for that matter. Leveraged ETFs, like Direxion’s
Daily Financial Bull 3X (NYSE:FAS), or the ProShares UltraShort S&P 500
ETF (NYSE:SDS) are designed for sophisticated investors making short-term
trades. In some portfolio strat |
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m******l
发帖数: 1690 | 8
TZA也可以，不过是其他公司。SRTY和TWM都是Proshare的。 |
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P*B
发帖数: 2876 | 9 ProShares UltraShort Russell200
(NYSEArca: TWM )
After Hours: 47.00 Up 0.24 (0.51%) 6:18PM EST
Last Trade: 46.76
far beyond 18 |
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a********h
发帖数: 819 | 10 Hi Rim,
what's the most cost effective to short the general market?
ProShares Short S&P500 (SH)? no time decay with this one?
I guess double short ETFs or put options requires more on timing. |
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K********g
发帖数: 9389 | 11 很多版上的兄弟姐妹们吃了无数亏，到现在还没反应过来。
这样的股票千万别Hold,这些股票总是要清零的，纯粹是赌博股哦。
FAS/FAZ，大家看看，TZA，大家看看。哪个不是最后终归要清零的。
其他的正经股票，你Hold还是可能回来的。 |
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v*******n
发帖数: 8995 | 14 ProShares Ultra DJ-UBS Crude Oil (Public, NYSE:UCO) Watch this stock
Find more results for uco
Dow Jones 12,610.66 -0.89%
S&P 500 1,337.95 -0.70%
UCO 47.57 -18.47%
47.57
-10.78 (-18.47%) |
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G*******m
发帖数: 16326 | 15 可以仔细读一读ProShare的风险说明指南。 |
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T**********e
发帖数: 29576 | 16 那些几倍于商品的ETF，像proshare leveraged ETF （UGL，SSO)应该大体属于#2吧。 |
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o****d
发帖数: 2835 | 17 FXP
ProShares的 做空 2x杠杆
track港交所上市的一些大的中国公司 |
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f******y
发帖数: 830 | 18 Looking today at week-over-week shares outstanding changes among the
universe of ETFs covered at ETF Channel, one standout is the Proshares Ultra
Silver (AMEX: AGQ) where we have detected an approximate $64.0 million
dollar inflow — that’s a 6.9% increase week over week in outstanding units
(from 13,800,028 to 14,750,028).
Why the inflow made price drop so much? |
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B*******n
发帖数: 20645 | 20 You need the following forms:
1040 schedule E
form 6781
1040 schedule D (K-1 short-term or long-term gain/loss)
and
perhaps form 8582
Just my 2 cents. |
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p********y
发帖数: 5044 | 21 我也收到了, 可是我都报完税了. 看了一下那张表, 貌似是关于split的, 不知道怎么
弄现在 |
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B*******n
发帖数: 20645 | 22 As long as the split had no cash received(sometimes the reverse-split isn't
even), you're okay. |
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p********y
发帖数: 5044 | 23 明白了, 多谢! 那就跟我没关系了, 我是split后才买入的. 表上也是写着金额为0来着
t |
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B******y
发帖数: 2255 | 24 谢了，版大显然有经验。
我的交易收益有一个1099B的表，乖乖缴税。
可是现在有冒出一堆k-1,上面的收益不是1099B上的交易收益的重复，数字完全不一样
，这个收益我从来没进口袋，交易商也没给我，那为啥我交完交易收益的税后还要要为
这个K1缴税呢？
给指点下迷津吧，头大！
t |
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B*******n
发帖数: 20645 | 25 You need to adjust your cost basis, too offset the amount showing on K-1.
Usually it should have minimal impact on the total taxable income. |
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t******e
发帖数: 1293 | 26 版大能再具体说说怎么offset吗？
我也收到这个SCHEDULE K-1。莫名其妙的都出7K的gain
打电话过去，也说是pass through。
其实只有75 share是split之前的，好奇这个7K怎么算出来的。 |
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B******y
发帖数: 2255 | 27 If I have a loss from 1099B already, then I received a K-1 which shows a
different loss, can I report both losses on proper forms, without using K-1
to adjust the cost basis?
My CPA did this way, I got a bigger loss. Will IRS find out this is not
right? |
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B*******n
发帖数: 20645 | 28 I have traded UNG, USO, UCO and SCO. In the last section of K-1, where your
trades were listed; there should be a column about the basis adjustment.
Sometimes there is small discrepancy less than 50 USD, but nowhere near 7k! |
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B******y
发帖数: 2255 | 29 TurboTax will not adjust the cost basis for ETF sales, it simply import
1099B from your stock broker company, take the loss/gain, then import the K-
1 from the ETF company, add the loss/gain. It does not adjust the cost basis
from 1099B.
Therefore, your gain/loss on Schedule D from TurboTax could be very
different from your 1099B.
And some CPAs don't even understand this. I think my CPA is not as good as
Banlangen.
So be careful, you could pay thousands more than you should. |
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B*******n
发帖数: 20645 | 30 I am better in this K-1 stuff simply because this is related to my wallet.
CPAs don't care about it since it is not their interest.
K-
basis |
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t******e
发帖数: 1293 | 31 SCHEDULE K-1上面L那栏写了是tax basis。
capital contributed during the year: 44xxx
current year increase (decrease): 10xxx
withdrawals & distributions: 19xxx
ending capital account: 34xxx
Part III
8: 7xxx
11: C 3xxx
13: K 1xx
用turbotax走了一遍，要多交3k的税。可能是10k * 30%
有个疑问，这些公司做的税表有可能出错吗？打电话过去问，他们就说我们要为他们
交税（他们自己不用交税），如果他们挣钱了。
我觉得这个要多交3k的税很不合理。是不是要交呢？
your |
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b***y
发帖数: 372 | 32 昨晚化时间研究了一下我的schedule K1。基本搞明白怎么回事。你收到的ishare K1中
有个sale schedule（最后一页的背面，很容易被忽视）很重要。那一页告诉你怎么算
gain(loss)。
（5）+（6） = （7）
（4）- （7） = (8) gain (loss)
我的case是虽然我在AGQ上挣了钱，可是(8)算出来还是负。
这个负数放回shedule D line 3.然后schedule K1 8放到shedule D line 5. 重算
shedule D gain or loss.这个数字就很接近真实值。
我的case schedule K1 5, 11, 13都不是0.结果还需要改1040 income, capital gain,
itemized deduction, etc..
最终schedule K1导致我的AGI 2.x$的差异。
你妹！ 我都不知道有没有必要file 1040X了。也许等一等看IRS是不是找我麻烦了。。
。
其他几张k1数字是0而且sale schedule (6)也是0就可以直接忽视（前提是你已经在1099里... 阅读全帖 |
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B*******n
发帖数: 20645 | 33 This is a very good summary of K-1.
I did the same thing for last two years, no problem from IRS whatsoever.
gain, |
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t******e
发帖数: 1293 | 34 谢谢，我是过这么做了，不过最后得出来的(8)上面的数字要放哪里呢？
(1) - (8)
#1 m/d/2011 m/d/2011 3906 3214 1328 4542 -635
#2 m/d/2011 m/d/2011 4679 3919 1316 5235 -556
#3 m/d/2011 m/d/2011 454 403 49 452 1
#4 m/d/2011 m/d/2011 4565 4207 0 4207 358
#5 m/d/2011 m/d/2011 5404 4117 -266 3851 1552
按照你说的，我要把(8): 720放到schedule D line3
然后把schedule k1 8: 7000放到schedule D line5,重算schedule D gain,那就是
要多出7720.这个数字还是比真实值(from 1099),多出4700.
我哪里算错了呢?
gain, |
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t******e
发帖数: 1293 | 35 RE: 还有算schedule D line 1的时候remove ishare ETFs （schedule k1 will cover
them)。
是不是说把原来1099里面已经被k1包括的那些(我的就是UCO)都要去掉,以免double tax?
另外,里面有一次交易,买入了300 UCO @ 10.xx,卖出是75 UCO @ 5x.xx.这期间有
reverse
split.我怀疑是不是这里他们弄错了什么导致对我的gain超过实际很多
gain, |
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b***y
发帖数: 372 | 36 我不知道你这些数字是什么意思。
如果是sale schedule，我估计你没有按我的公式。 sale schedule有很详细的说明。
你加上(6) "cumulative adjustment to tax basis"以后你的cost basis就变多了，能
抵消很多schedule k1 8。 |
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t******e
发帖数: 1293 | 37 这些数字就是sale schedule。
我的1099里面和这个UCO ETF有关的gain是3100
按照你的公式，column (6)的总和是2400。column (8)的总和是700
所以，我想(8)应该是等于1099的gain - (6)
我的schedule k1 8是7300，这个7300和上面的700都要放到schedule D，
另外k1 11有3000，这个也要放到6781的，然后再进入1040变成gain
那就是说schedule D从3100(from 1099)变为7300+700+3000=11000(from schedule k1)
所以，我的收入多出了不知道哪里来的7900 |
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b***y
发帖数: 372 | 38 “column (6)的总和是2400” 这个看起来不大对头。这个数字应该很接近schedule k1
8。否则不可能算出正确的gain(loss)。还有如果年底以前你还有share，这个数字(6)
可能就不接近schedule k1 8。那么你自己需要算basis。我不大清楚怎么搞了。我是
short term， 没有到年底。
k1) |
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t******e
发帖数: 1293 | 39 2011年最后一天还有710 share的，2011年只是卖了400-500 share
这样要怎么算basis呢？我们也应该是short term，没有持有超过一年
如果只是按照broker的1099来报，可行吗？
k1
6) |
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t******e
发帖数: 1293 | 40 谢谢
我也一直觉得是他们弄错了K1表格，再打电话过去看看。
你下面的这句话的出处在哪里？我想再仔细看看
II
., |
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a**e
发帖数: 5794 | 41 你今年忍了，然后明年人家改成realized gain/loss，你怎么办？
outstanding
on
gain, |
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b***y
发帖数: 372 | 42 如果我是你。已经报完税后才收到这个schedule k1， 我会选择忽视它。IRS会看你实
际的gain/loss。这些在1099上都可以看到。如果IRS感觉不对， 他们会找你。到时再
file 1040x也不迟。我觉得IRS对这个shedule k1也搞不大懂。只要大数字出入不大，
就成了。
当然这是我个人的看法。我职业也与报税不相干。你自己看着办了。出问题别赖我:-) |
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t******e
发帖数: 1293 | 43 好的。谢谢，起码我现在知道正常的K-1要怎么报税了 |
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s*********a
发帖数: 418 | 44 给个IB的答案：http://ibkb.interactivebrokers.com/node/930
If you hold shares or units in a publicly traded partnership such as a
master limited partnership or a royalty trust, you will receive Schedule K-1
directly from the general partner or trust.
The K-1 reports your pro rata share of the partnership’s taxable income,
gain, loss and deductions. This information is required to be reported on a
Schedule K-1 by the partnership. Any income or expense, as well as
distribution, from the partnership wil... 阅读全帖 |
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n*******d
发帖数: 115 | 46 谢谢你的经验分享。我猜赚钱的唯一办法是自己发行UVXY，不知道proshare是不是只要
发行share就行了，是不是真的在全额资金地操作买进卖出vix futures。如果不用全额
资金操作，那它就可以光发行，就给你个担保就行了，你可以随时以nav的价格来兑现
，但事实上没有很多人会去兑现，有那功夫在二级市场上卖了岂不是更方便。UVXY的
time decay非常厉害，我估算了一下每个月15%，所以如果监管机构不管的话，它是可
以空手套白狼的。
goes
associated
it.
contango
. |
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p********6
发帖数: 994 | 48 link :
http://etfdailynews.com/2012/07/10/19-major-sources-warning-abo
July 10th, 2012
Michael Snyder:
Global leaders have tried just about everything that they can think of, but
the coming global financial catastrophe continues to march steadily toward
us. We have seen “stimulus packages”, quantitative easing, bond buying,
interest rate cuts, emergency economic summits, bailout packages for banks,
bailout packages for entire nations, “Operation Twist”, unprecedented
government intervention in ... 阅读全帖 |
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y******z
发帖数: 491 | 50 IBCS: UVXY@ARCA (Name: PROSHARES ULTRA VIX ST FUTUR) announced a reverse
split effective 20120907. The terms of the split are 1 : 10. |
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