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X @aixbt
aixbt· 2025-10-22 05:31
blackrock moved $3b bitcoin into ibit through tax-free in-kind transfers since july. whales avoiding 37% capital gains by converting coins to etf shares they can sell gradually. every bitcoin rally triggers more transfers capping explosive moves. the breakout happens when the $50b eligible for transfer finishes repositioning. we're 6 months into a 12-18 month ownership restructuring that ends with all whale supply already in liquid wrappers. ...
X @Investopedia
Investopedia· 2025-10-13 14:00
Mutual fund earnings = dividends + capital gains + changes in NAV. Understanding all three helps investors measure true performance. Learn more: https://t.co/loFakndhBt https://t.co/IB11GTdyeQ ...
I’m about to go on Medicare, but I had big capital gains last year. How long will I be stuck paying IRMAA surcharges?
Yahoo Finance· 2025-10-09 16:20
You can appeal your Medicare IRMAA surcharges if you meet certain conditions. - Dear Fix My Portfolio, I’m 64 now, and I’ll turn 65 and go on Medicare in 2026. I had big capital gains in 2024, and I know I’m going to end up paying more for my monthly premiums because my income will be high for that year. My question is: How long will it last? Since my birthday is in May, will I only have to pay the higher IRMAA premiums for eight months until the end of that calendar year? Thank you! Fearful of Fees Mo ...
Automotive Properties: Acquisitions Will Boost Dividends
Seeking Alpha· 2025-08-24 14:40
Group 1 - Automotive Properties REIT is an internally managed Canadian real estate investment trust focusing on car dealership properties [1] - As of the end of June, the company owned 80 properties leased under long-term agreements [1] - The investment group European Small Cap Ideas offers exclusive access to actionable research on Europe-focused investment opportunities [1] Group 2 - The focus of the investment group is on high-quality small-cap ideas, emphasizing capital gains and dividend income for continuous cash flow [1] - The group features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio [1] - Weekly updates and educational content are provided to enhance understanding of European investing opportunities [1]
What Is Tax-Loss Harvesting & How To Do It? - 8/19/25 | Market Sense | Fidelity Investments
Fidelity Investments· 2025-08-20 19:00
Market Overview - Strong earnings growth is observed [1] - Trade deals, tariffs, and inflation are key factors influencing the market [1] - The Jackson Hole central banking summit is a significant event [1] Tax-Loss Harvesting Strategies - Tax-loss harvesting is a year-round strategy to potentially lower tax bills [1] - Understanding rules for tax-loss harvesting & wash sales is crucial [1] - Short and long-term capital gains are relevant to tax strategies [1] - Tax-loss harvesting can be implemented in managed accounts [1] - Fidelity offers a DIY tax-loss harvesting tool [1] Fidelity Resources - Fidelity encourages users to explore its tax-loss harvesting tool [1] - Fidelity provides various platforms for engagement, including YouTube, Reddit, Instagram, TikTok, Facebook, LinkedIn, Discord, and X [1]