Member Info for JG68

Question is, dependent on outcome of Fed statement later and impact on tech stocks, will tech tank further tomorrow after initial dividend discount on this one.

That's exactly what I'm doing with this, having fun!!!!

Mary Br
I'm in now at 239 on the second leg of the formula lol
And theoretically should drop tomorrow , so may be an opportunity to buy in on the third leg.

Still waiting as it's dropping 50 every 5 or so minutes

I'm doing the famous Mary Formula on this one, waiting for 240!!!

Typical

3% in an hour???

Fingers crossed the market sees it that way!

Hi again guys,
What I meant by maxed out is say most of your funds in the ISA are invested, and you're showing a loss on some, don't want to sell, so unable to trade within your ISA, you would have to trade outside of your ISA or wait until April.
I guess it's all relevant to individual circumstances.

Just to clarify, you do not have to report deals made within your ISA on your tax return?
Jason

@MikeM14
Mike I can't tell you how much I appreciate you taking the time to prepare this example for us, and although I will try the cgtcalculator eventually, like you I want to understand exactly how the calculations are made, and I would do them myself to ensure they're correct and there is no comeback from HMRC.

I will go through your new example , bedtime reading!!! And then try and work through one of my stocks.
Although I also have an ISA, I tend not to trade that frequently in it, because I dont like to sell at a loss and after 20k you're maxed out, hence dealing frequently outside.

One last question, with reference to stamp duty paid in an ISA, surely this can't be an expense on your tax return, can it?

Thanks again
Jason

@MrMath
That is really helpful too, the format was confusing me a little.
One question, does the calculator allow for the 30 day rule?

@fairy1
I think all gains under an ISA are tax free, and I guess we will have plenty of time during a stay cation!!
The cgtcalculator @camglen1960 suggested might be the answer, I've had a quick look at it.

Hi @ Fairy1
My ISA is with HL but I don't think the statements from general share dealing accounts can accommodate 30 day rule etc.

Thanks @camglen1960

Yeah Fairy
We should have kept track as we went along. I've traded NEX and MICRO F about 12 -15 times, different quanties, including 30 day rule, and its gonna take an age!!
I guess for us newbies, having made profit, the above is a good problem to have.

Mike
That is great but I don't see how the total cost on the initial 2 purchases are 6600?
Am I missing something because I make it 5700?

Also, I have been regularly trading a share over the last few months, buy/sell several times, etc
Do you have to report these transactions individually to HMRC on tax return or can you bulk report them after you have done all the calculations you described below?
Is there an online calculator, this is going to take weeks!!!
Jason

Think he's on PFC at the mo!!!

Hes blabbing rubbish on PFC!!

Is x dividend date tomorrow or Friday?
Every financial website says tomorrow but they stated 12th in results.

Also seems an exceptional volume of after hours sales tonight just before x dividend, seems a bit odd!

What impact does the sale and flotation in Germany have for Vodafone shareholders/sp ?