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Re: fung_derf post# 173

Monday, 01/29/2024 2:18:22 PM

Monday, January 29, 2024 2:18:22 PM

Post# of 230
Derf, >> extra tax forms? <<

In my experience, nothing extra has been required for individual foreign stocks that are traded on US exchanges. I've only had smaller positions though, so it might be different for very large positions.

With taxes, an area to watch out for are the energy Ltd partnership investments, which can require a K-1 form. Also, some of the commodity ETNs can be a hassle at tax time. Also the bitcoin / crypto stuff, so just one more reason to avoid those :o)

With zero commissions, it's now possible to put together your own quasi 'ETF' using relatively small positions. Here's the full stock list I came up with, broken down by sector (link below). Most of the stock allocation is in the S+P 500, but these individual stocks / sectors can be interesting and fun to follow -


https://investorshub.advfn.com/5G-Telecom-Sector-37555




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