An investing strategy in which a trader doubles his or her current position in an asset when an adverse price movement occurs. By doubling the risk, the trader hopes to earn a larger return when the security moves in a favorable direction. Taobiz explains Double Up When executing a double-up strategy, the investor believes that the latest adverse price fluctuation is only temporary and will shortly correct itself. To capitalize on the price reversal, the investor amplifies his or her current position. Doubling up is a risky strategy, but it can yield large returns.
A tax reduction strategy that is typically used by people with highly volatile incomes to reduce the overall marginal tax rate paid on a large sum of income. This strategy involves particularly large sources of income and dividing the amount realized over a period of years in order to reduce the overall amount of taxes paid. Professional sport stars and actors in the entertainment industry are examples of people who may want to employ some sort of income-spreading strategy in order to smooth out the volatility of their income streams. Another use of non-retirement related income spreading in Canada is to place a portion of income into an RRSP and then withdraw the amount when the person decides to return for more schooling. Because RRSPs do not penalize people for withdrawing funds early if they are used for educational purposes, a person would effectively be paying less tax on the sum because, as a student, the person's marginal tax rate would be lower.
A market cap weighted stock index of 400 publicly traded companies that have met certain standards of social and environmental excellence. Potential candidates for this index will have positive records on issues such as employee and human relations, product safety, environmental safety, and corporate governance. Companies engaged in the business of alcohol, tobacco, firearms, gambling, nuclear power and military weapons are automatically excluded. This relatively new index was designed to help socially conscious investors weigh social and environmental factors in their investment choices. Taobiz explains Domini 400 Social Index Socially conscious investing is a growing trend across many demographic and geographic areas, and having a social conscience may become a competitive advantage for corporations through their relationships with shareholders. The index is independently maintained by research firm KLD Research & Analytics, and aims to be comprised of chiefly large cap stocks in the S&P 500; the ranges break down as follows: 1. Approximately 250 companies in the S&P 500 2. 100 companies not in the S&P 500, but providing sector diversification and exceeding pre-determined market cap limitations 3. 50 companies that have shown excellence in their social and environmental dealings
A tax reduction strategy employed by families living in areas that are subject to bracketed tax regulations. The goal of using an income-splitting strategy is to reduce the family's gross tax level, at the expense of some family members paying higher taxes than they otherwise would. An example of income splitting is a higher income family member transferring a portion of his or her income to a lower income family member through some legal means, such as hiring the lower income family member and deducting the cost of the labor as a legitimate business expense. Although the family still earns the same amount of money, the overall amount of tax it must pay is reduced. Another example is the transfer of tax credits from a lower income family member to a higher income family member. This can be done by transferring tuition credits from students to parents funding their children's post-secondary educations.In Canada, an income-splitting technique can be used to reduce tax liability through RRSP contributions because money contributed to RRSPs is tax deductible. A higher income family member can contribute to a lower income family member's RRSP, thus lowering the higher income person's overall tax liability and potentially moving the higher income family member into a lower tax bracket.
A strategy of moving a person's income from a high income bracket or tax rate to a lower one. One popular form of income shifting is applying some of a person's income to his or her child.
A market capitalization-weighted index of 50 of the largest multinational companies in the world. The stock universe used for selection is the Dow Jones World Index, which includes approximately 95% of developed and emerging markets by market capitalization. The index members are chosen based on a ranking system that takes into account the free-float market cap, company sales and revenues, and net income levels. The 50 highest-ranking companies are included in the index for that year as long as they earn revenue both domestically and internationally. The index is reconstituted annually, and weightings are recalculated quarterly to account for changes in the float of member stocks. The index is calculated and reported in both U.S. dollars and euros. Taobiz explains Dow Jones Global Titans 50 Index As one might expect, U.S.-based companies dominate the index. For companies that trade on international exchanges, the price used to calculate the index on an intraday basis will be the previous closing price or current price of any American depositary receipts trading that day. Because the companies in the Global Titans 50 Index are known for their size and stability, the earnings valuation of the index as a whole tends to be lower than major market averages such as the S&P 500. As of March 2007, the index traded for less than 13-times forward earnings estimates while paying an above-market dividend yield.
A document published by the Internal Revenue Service (IRS) outlining the available deductions that tax payers can claim for moving expenses related to starting a new job or relocating because of a transfer. IRS Publication 521 provides guidance as to what types of expenses are deductible and not deductible, how to take into account reimbursements made by employers, as well as rules applying to deductions for members of the military. Form 3903 (Moving Expenses) is used to claim any deductions related to moving expenses and is filed as an attachment to Form 1040 or Form 1040R. A new Form 3903 must be used for each qualifying move made. Deductions for moves to a workplace outside of the United States can only be made by citizens or resident aliens.
A stock index that measures the financial performance of leading Eurozone companies as measured by their sustainability and environmental practices. The stock universe is the Dow Jones STOXX Sustainability Index, from which only companies operating in Eurozone nations (countries that have transitioned to the Euro) are chosen. Companies are given a sustainability score based on a comprehensive review by research firm SAM Group; annual surveys are conducted on all potential companies so that company progress and new initiatives can be constantly measured and compared against industry peers. The index is weighted based on free-float market capitalization and changes to the index are made annually after updated company sustainability scores have been obtained. Quarterly weighting adjustments are also made as the market caps of member companies fluctuate. Taobiz explains Dow Jones EURO STOXX Sustainability Index The sustainability score for each company is calculated using a comprehensive weighting system that looks at company efforts in areas such as climate change, energy efficiency, knowledge management, shareholder relations and corporate governance. In addition, companies are evaluated compared to their own industry, as each industry has its own parameters and inherent environmental issues. Sustainability is a long-term company strategy, and includes both economic and social costs that typically cannot be measured within a quarterly or annual time frame.
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