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Author Question: Research indicates that investors who monitor their portfolios less frequently (Read 56 times)

allywil32

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Question 1

Michelle and Patrick are in the 24% marginal tax bracket.  They bought 100 shares of DJN stock at $45 per share and sold them 4 years later in 2018 at $22 per share?  By how much did their loss reduce their taxes in the year when they sold the stock?
◦ $0
◦ $345
◦ $552
◦ $1,260

Question 2

Research indicates that investors who monitor their portfolios less frequently
◦ outperform those who hold investments for the long-term and trade infrequently.
◦ tend to invest in riskier assets.
◦ earn rates of return similar to those who hold investments for the long-term and trade infrequently.
◦ are more highly educated and in higher income brackets than those who hold investments for the long term and trade infrequently.


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Marked as best answer by allywil32 on Mar 29, 2022

heathercab

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allywil32

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Reply 2 on: Mar 29, 2022
Great answer, keep it coming :)


CAPTAINAMERICA

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Reply 3 on: Yesterday
Thanks for the timely response, appreciate it

 

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