Capitalist Guidebook | ASX NZX

Investments are important to pave the way for a certain financial freedom or to earn money ($) for those little product treats.

Stock market investors have a certain reluctance or reservation to take the risk of confusing investment.

These are categorised as Low, Medium and High risk investment.

One can invest money in stocks, say AUD $500 ASX: GSW 0.340 per share, plus brokerage fee of AUD $10.

This would result in a total of 1470 Share units of stock holding.

If the share investment falls below the original investment of 0.340 shares, this is called Negative, but can recover and will make a positive return.

You can keep a Negative, as long as the Company stays afloat or unless the Stock market crashes.

A stock market crash is a sudden dramatic decline of stock prices across a significant cross-section of a stock market, resulting in a significant loss of paper wealth. Crashes are driven by panic as much as by underlying economic factors. – Wikipedia

Avoid withdrawing a Negative stake. This is known as a Wash sale.

It is not good for taxes, so wait until it at least returns to your original purchased stake and try to recover the brokerage fee, located in your Seller (offers)’.

What is and was interesting for the observation of volatile movements on the Stock Exchange was the risk.

High stacks are between 10:00 a.m. and 10:30 a.m. and then in a closing time of up to 45 minutes (capitalise).

Stock value, can force the adjustment to Seller (offers)’ and remain negative in rollbacks, until the investment is rebuilt.

This will lower the Company and the Market value, thus even if exchanges rebound, which can or will occur immediately.

Where is the money? Is the question asked by the Buyer and Seller by observing the rebound.

The answer is investor preservation, pending withdrawal.

The worst part of this period is the Seller (offers)’ begin to stack-up, thus in the volume of .000 mantissa and with every effort made for a sum withdrawal.

This will unwittingly choke or suffocate the volatility, and speed of the stimulus effort to recover in Share unit price.

Note: Share units, recover faster or thrive with a given respite between Seller (offers)’.

Avoid overloading the total sum value created for withdrawal.

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Monday and Wednesday are known to be rollback days, these are good for new investment.

Friday can be a great day to Buy and Sell.

This is coined on one hand and a known fact on the other, as the Stock market may start to decline, when weekly trade deals are completed by early afternoon.

One should exercise caution on these days and plan new investment in advance, when and where the Short selling window is limited.

Next: You have to be aware that most people will invest for variable interest periods.

Short | Medium | Long Term

Short term, is a quick investment over a period of days or up to 3 months.

I suggest using the local Stock exchange for short term investment, paying attention to the daily movement.

Big dollar or recycling investors, use short term investment to promote rapid settlement, and to increase larger Stock holding portfolio investments’ or even convert in to fortnightly income.

Medium term, the investment is held over a period of up to 3 years.

This would be used to build an investment portfolio with an interest in a sustainable return on capital gain, similar to a time deposit and a dividend yield per annum.

Long term, the investment is held over a period of 3 years or more.

This is used for Retirement planning in mind, through the interest of capital gain overtime and a dividend yield per annum, provided by the company.

I would recommend getting into some ground floor investments.

This could include new Floats or IPOs to expand the personal Share or Equity portfolio.

In general, focus on companies that are less dependent or less affected by Stock Exchange trade movement.

Note: Observe the strength of the company market value with exchange rate fluctuations, you will gain insight.

Fractional Shares

This is less than a full share.

Fractional shares can result from stock splits, dividend reinvestment plans (DRIPs), and / or similar corporate actions.

As a rule, partial stocks are not available in regular retail. However, one can Buy 0.01% of a trading share through CFDs.

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Active Buyers Book

To view active Buyers in the app, go to the Buy page and review the column segments in the following order:

Bid Vol – Bid Price – Offer Price – Offer Vol

Bids will transmit Bid Vol and Bid Price with an initial delay of 3 to 5 seconds.

Sellers Offers | Buy or Wait

This is equally important in most review areas for a successful purchase.

Seller (offers)’, Volume and No. are stocks available to make the Buy or Wait or Watch decision.

The company trade price is per Share unit and the Volume is the number of shares traded thus far, today.

It’s a good idea to note the Change ($), all accredited Announcements, and the News, under the Watchlist.

New Listing – Companies not yet on the ASX Trade Market with Investment Public Offers (IPOs) to buy at base value.

Recent Listing – Companies new to the ASX Trade Market for interest in early investment on active listings’.

New Listing – Companies not yet on the NZX Trade Market with Investment Public Offers (IPOs) to buy at base value.

Market Dips

I calculated that one should submit to an understanding that stimulated markets can go up and down.

You may have noticed that the Market Index has risen. However the listed companies to make a settlement, either on the same day or the next day.

What does this mean?

To get the best Share value, the daily average of the current stock holding of the company minus (-) 4.4% for the market movement, must be calculated.

This number is a threshold between factor or variable, thus we recognise as a calculated average, daily forecast.

Unfortunately, there are some Indexed companies that have poor forecast and / or bookkeeping skills.

These companies use a chance factor. Thus rely on the actual performance result being positive, which is not necessarily illegal.

The disadvantage for those companies that were caught in the performance forecast or did not reach it by chance, create volatility for all market movement in the next fiscal year (12 months).

One would need to calculate minus (-) 2% more or a combined sum of 6.4% dip variable for stupidity, thereafter the financial reporting is published by the company.

Note: Not all listed companies are so vulnerable to +/- market movements.

Capitalist Profit

I’ve watched you invest money in single and double dollar figures for the increase of short term risk and return of pocket profit or capital gain.

Check the profit / loss ($), what you hope to achieve in capital gain or a capital loss?

The factor is the affordability of the amount of Share units you can buy.

I suggest Buy for AUD $ .00 or AUD $ .000 or AUD $0,000.

Why? The number of shares in the quantity is most important, than the Share price per unit.

Buy a larger number of stocks cheaper or with in affordable range for a higher return.

When making an initial investment, preset at least two buy-in differential limits per company.

Step 1.

Assume the Market value of ASX: GSW is AUD $2.150. One could set a Buy limit of AUD $2.100 or less.

I would preset another at AUD $1.950 or less, where the company dips in the market.

This is called a capitalist interest in security of an Offset for a profitable return or capital gain.

One can then choose to resolve the higher Buy at a time, when market volatility has become fragile (weak).

The cheaper the Market value vs. Shares volume purchase would present the greater risk of loss, thus forfeiting the security of an Offset to balance.

Step 2.

An investment in at least three or four companies should be considered.

In this way, at least one or two of the three will help raise the necessary funds to build a pool of finance for reinvestment.

Step 3.

One has to consider the amount one can invest in each purchase and willing to participate in a threshold of value, per share volume.

An optimal start for building an equity portfolio is AUD $25,000 or higher.

It is divided into a range of three, four or five holding companies at AUD $5,000 per trade share volume.

Our smaller options:

AUD $4,000 at stake in trading volume between 3, 4 or 5 companies or 2 stakes per one company, a total figure equating to AUD $12,000 or AUD $16,000 or AUD $20,000 in portfolio holdings.

AUD $3,500 at stake in trading volume between 3, 4 or 5 companies or 2 stakes per one company, a total figure equating to AUD $10,000 or AUD $14,000 or AUD $17,500 in portfolio holdings.

AUD $3,000 at stake in trading volume between 3, 4 or 5 companies or 2 stakes per one company, a total figure equating to AUD $9,000 or AUD $12,000 or AUD $15,000 in portfolio holdings.

Note: Do not stake in the Stock Market, unless one is ready to take a risk of loss and make an investment of at least AU $9,000 of up to 30 days.

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Step 4.

Selling holdings within a company can be difficult.

When submitting a Seller (offers)’, try to set a Limit on the sale of shares in highly active companies, thus in order to get the best maximum return or capital gain.

A sale at the Market price does not correspond to a defined, Limit.

This can result in the automated broker system selling very quickly in the queue and with a differential variable of Market price at final sale.

Note: One should try to sell in smaller quantities that are easy for others to buy, e.g. AU $5,000. There is No Guarantee of a full sale at a time.

What happens, if I immediately sell stocks and then buy them?

ASX Offset for the difference in value, between a new investment and the old investment now sold.

Offsets are reinstated on the same trading day or the next with a CDIA account. This is called a Contra.

Contra Trading

Suppose, I buy ASX: GSW AUD $2,000 shares at AUD $5.00. Total = AUD $10,000 on Monday (T). On Tuesday (T+1) I have to sell ALL these shares +/- a loss, inclusive of a brokerage fee.

One can Sell 100% of the initial Monday (T) investment on Tuesday (T+2), zeroing and repaying the remaining debt in a capital gain.

Then, Buy again on the same day to get a New fee charge or to start over.

The idea is to fund, refresh or to top-up base investments throughout the process of buying and selling trade stocks.

Funds unclaimed, must be available on Wednesday (T+2) at the open trade, as ASX will charge a 3% fee or a flat fee of AUD $100 per trade.

Note: One could be suspended or excluded from the ASX Stock Exchange in the event of late payment.

Sum: T = Day of trade | T+1 = Next day of trade | T+2 = Settlement of trade

At the opening, I took note of market-independent fluctuations of up to 30 minutes that represent an opportunity.

Beware, company share value was affected by the circumstance of other countries. Seller (T+1 offers)’ had an impact on the share volume.

Brokerage

It is not difficult to overlook or rule out the broker or brokerage fee, if you are interested in the short term selling.

One should avoid personal financial loss.

A broker or brokerage fee calculates either a Flat rate or a Percentage, depending on the Total value per trade.

These are paid for each purchase and sale of a regular trade. One should, research the under Rates & Fees.

Note: Calculate the total value of trade, so one is AUD $1.00 below the brokerage fee threshold.

CFD Trading

You can speculate on rising or falling prices of fast-moving global financial markets, such as Crypto, Indices, Commodities, Government bonds or shares.

What are the spreads, commissions and fees you can expect from a CommSec CFD trading account?

The fee structure of a CFD trading account is slightly different to those found on a regular retail trading account.

There are different levels of commissions that apply, depending on what type of CFDs you’re trading:

Australian share CFDs – Minimum commission of AUD $10.00.

UK share CFDs – Minimum commission of GBP $15.00.

US share CFDs – Minimum commission of USD $15.00.

Forex CFDs – No commission. The cost of trading is included in the spread.

Commodities CFDs – No commission. The cost of trading is included in the spread.

Indices CFDs – No commission. The cost of trading is included in the spread.

There are also a range of fees applied to CFD position that are held overnight and extra borrowing charges are applied when you short a share CFD position.

Depending on your account type, it’s also worth noting that guaranteed stop loss orders will also attract a fee of 0.3% of the transaction value.

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Platform Software

Platforms can offer wealth or financial freedom, such as IC, eToro, City Index, IG Markets, Blueberry Markets, CMC Markets and the Think Market.

They can advertise on the idea of AUD $0 (no commission).

However, these platforms are volatile investment products of which advertise Forex, Commodities and Indices CFDs for the client interest, and not the fees of other CFDs.

These are CFDs that work with No Commission for trading. The fees are included in all trading (spread).

Platform software can sometimes display the local national flag and / or the localised dollar value.

However, they will trade in US dollars at the exchange rate or either way on the platform.

The declaration will be announced on buy-in and is a good time to withdraw from the offer.

Flag branding can be changed to any country that the marketing software focuses on. Therefore, this is a common sales tactic to motivate local buyers.

Do not share credit card or bank details over the phone, no matter how much push sale is required to complete the offer. One should hang up on endurance.

One will receive a text message, email or another call. So to complete the warm offer within a week or so. Block the temptation.

The best option for wealth creation is practical application (hands-on).

However, Investment in a Managed, Mutual or Superannuation fund are the optimal choice for capital gain.

ASX NZX Dividends

Stock dividends are paid annually, so there is no long-term commitment to make a profit in %.

The purchase of shares to qualify must be done before the cutoff date.

Example: ASX: AGL 4.70% 20.03.20

Board Dividends – Companies upcoming dividends on the ASX Trade Market for interest on active listings’.

Board Dividends – Companies upcoming dividends on the NZX Trade Market for interest on active listings’.

Capital Gains Tax (CGT)

Bank brokers or brokerage companies with software are your service and support team.

When you make a new equity investment, you will receive documents in the email, detailing who the company’s primary equity portfolio manager.

In general, Computershare of Australia or New Zealand are often used as equity portfolio managers, but not always.

This would depend solely on the interests of the company.

It is better to register your personal information and tax file number with settlement and receive the documents, rather than to wait for tax time ($).

Capital gains tax (CGT) is the tax you pay on a capital gain. Selling assets such as real estate, crypto, shares or managed fund investments are the most common way to make a capital gain (or a capital loss). – ATO

Note: Share declarations can be downloaded from the company administrator system. However, these will be sent by post.

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Stock Blacklist

One should not invest in the following categorised industries, thus to avoid being exposed to possible financial loss.

Categories are:

Materials

Health Care Equipment and Services

Risk materials are Drilling or Survey product-free interest. The company has a Market capital of less than AUD $100 million.

Transport is a neutral investment for medium to long-term growth, but can take a short-term risk of up to 6.4%.

Stock Whitelist

A good investment is one of the following categorised industries, thus to avoid possible financial loss.

Categories are:

Lithium

Utilities

Pharmaceutical

Technology

CommSec investment:
Total (inc. Brokerage + GST) AUD $47,441

Brett Hutton

== Relevance ==

CommSec – Whether you’re a first time trader or keen to refresh your knowledge, this is a good place to start.

ASX Stock Exchange – A top 10 global securities exchange by value and the largest interest rate derivatives market in Asia. As the first major financial market open every day.

NZX Stock Exchange – New to securities trading or are an expert, there are great free resources available to better understand how it works.