Capital gains

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X @Ash Crypto
Ash CryptoΒ· 2025-07-06 18:49
π¨ RUMOR π¨πΊπΈ TRUMP IS PLANNING FOR 0% CAPITAL GAINS TAX ON ALL CRYPTO INVESTMENTS IN THE UNITED STATES. https://t.co/ZId0aUrCFL ...
Unlocking Tax-Free Growth: The Roth IRA Advantage
Digital Asset NewsΒ· 2025-07-03 17:31
What's great about that is when I send in my crypto, it's not like an ETF, you know, like if you want to get an ETF, you either got to buy it outright or you got to sell your Bitcoin or Ethereum or whatever, and then you have to use those proceeds to buy the ETF, which really sucks if you're trying to not pay capital gains tax. With ITR, you just send in the crypto and it just does the custody. Essentially, you're getting um not retail uh type of uh custody, but institutional grade custody for essentially. ...
X @Ash Crypto
Ash CryptoΒ· 2025-07-03 17:17
πΊπ² SENATOR LUMMIS UNVEILS BILL TO ELIMINATE CAPITAL GAINS TAX ON BITCOIN PAYMENTS.THIS IS MASSIVE FOR CRYPTO !!! https://t.co/Mfnz2hdejB ...
Strategy (MSTR) Is Interesting, but MSTY Is Better
The Motley FoolΒ· 2025-07-03 10:00
Core Viewpoint - Strategy (formerly MicroStrategy) has experienced a remarkable 3,200% increase in stock price over the past five years and is up 32% year to date, indicating strong performance without signs of slowing down [1] Group 1: Investment Products - The YieldMax MSTR Option Income Strategy ETF (MSTY) offers an alternative investment that generates monthly income through options tied to Strategy stock [2] - MSTY is characterized as a "1-stock ETF" that does not involve direct ownership of Strategy stock but generates income by writing call options on it [3] - The current distribution rate of MSTY is 93%, significantly higher than other YieldMax ETFs, such as Tesla at 59% and Apple at 32% [4] Group 2: Financial Strategy - The high distribution rate of MSTY is achieved through a strategy that transforms non-yield-bearing MSTR stock into a yield-bearing asset using derivatives [5] - Investors in MSTY trade off some potential upside of MSTR stock for a steady monthly income, making it suitable when MSTR's price is not expected to rise dramatically [6][8] - If MSTR's price remains stable or declines slightly, investors can still earn income from call options, making the ETF a potentially advantageous investment [9] Group 3: Investor Guidance - YieldMax suggests that MSTY is best for investors who are neutral to moderately bullish on Strategy and seek monthly income without compromising a significant portion of their portfolio [10] - Familiarity with call options is recommended for potential investors to understand the behavior of the investment under different scenarios [11] - The ETF employs a synthetic covered call strategy, simulating a covered call position without owning the underlying stock, allowing investors to benefit from the strategy without needing in-depth knowledge of options [12][13]
X @aixbt
aixbtΒ· 2025-06-30 01:06
bitcoin at $108k isn't the real storysenate votes on btc capital gains amendment in 24h + vance declaring it "strategically vital" = unprecedented momentum$2.21B weekly etf inflows + 6yr low exchange supply + 75% odds of cap gains eliminationgrayscale deadline adds pressure. support at 95k/85k looking clean ...
X @Investopedia
InvestopediaΒ· 2025-06-09 16:00
Step-up in basis raises an asset's cost basis to the fair market value on the day the owner dies. It also exempts it from capital gains taxes until sold after death. https://t.co/MeRFjv425M ...
Public Storage: Preferred Shares Offer 6%+ Returns
Seeking AlphaΒ· 2025-05-14 14:30
Group 1 - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income for continuous cash flow [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] - An active chat room is available for discussions on the latest developments of the portfolio holdings [1]
Kilroy Realty: Fairly Valued And Fully Priced
Seeking AlphaΒ· 2025-05-07 00:54
Company Overview - Kilroy Realty Corporation (NYSE: KRC) is a publicly traded real estate investment trust (REIT) that focuses on owning, acquiring, developing, and operating Class A office and life science properties primarily in California and Washington, with additional assets in Austin and Seattle [1] Investment Strategy - Noor Darwish, a former management consultant at The Boston Consulting Group, emphasizes investing in companies trading at substantial discounts to their net asset value or liquidation value, as well as in crypto-related equities [1] - Darwish achieved a 250% portfolio gain by rotating into crypto, specifically investing in GDLC at $6 per share and selling at $21, outperforming both Bitcoin and the broader market [1] - The portfolio was later rotated into Grayscale private placements, resulting in an 80% gain in 6 months [1] Tax Strategy - Darwish relocated to Puerto Rico to benefit from a 0% capital gains tax rate on equities and cryptocurrencies under the Act 60 program, anticipating significant capital gains on his GDLC position [1] - The 250% gain and subsequent gains will be untaxed due to this relocation [1] Job Application Service - The company OverApply, run by Darwish, provides a job application service that allows clients to outsource their job search to human virtual assistants, applying to over 1,000 jobs monthly [1] - OverApply has applied to more than 300,000 jobs on behalf of its clients, resulting in over 4,000 interviews and 500 job offers [1]
National Storage Affiliates: Dividend Looks Tempting, But High Payout Ratio
Seeking AlphaΒ· 2025-05-02 01:03
Core Insights - Noor Darwish, a former management consultant at BCG, has shifted his investment strategy to focus on companies trading at significant discounts to their net asset value or liquidation value, as well as crypto-related equities [1] - In February 2023, Noor fully rotated his portfolio into crypto, investing in GDLC at $6 per share and selling at $21, achieving a 250% portfolio gain, which outperformed both Bitcoin and the broader market [1] - Noor has also transitioned into other Grayscale private placements, which yielded an 80% gain in 6 months, and relocated to Puerto Rico to benefit from a 0% capital gains tax rate under the Act 60 program [1] Investment Strategy - The investment focus is on companies with substantial discounts to net asset value or liquidation value, indicating a value-oriented approach [1] - The strategy includes a significant allocation to cryptocurrencies, reflecting a trend towards digital assets [1] - The decision to move to Puerto Rico is aimed at optimizing tax efficiency for capital gains, particularly in anticipation of future gains from crypto investments [1] Company Operations - Noor runs OverApply, a job application service that automates the job search process for clients, having applied to over 300,000 jobs resulting in more than 4,000 interviews and 500 job offers [1]