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qb_source t1_iuionrj wrote

It might be helpful to show if the underlying has dividends and if the underlying is a partnership or not, if you are going for efficiency in taxes.

Edit: corrected typo

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mytendies OP t1_iuir354 wrote

school me on the relevance of a partnership. Had not heard of that one.

I wanted to add ex dividend date, div yield, and next earnings date.

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qb_source t1_iuis46t wrote

By partnership I'm referring to LLPs, like REITs. I stay away from them because of the extra tax paperwork and the expenses that come with it.

I only mention them because of your focus on efficiency, specifically that as far as option trading goes, they are not worth it.

How the underlyings are taxed and how earnings are returned are additional ways to measure efficiency.

Indicating which underlyings offer dividends and how often and how much would be good too.

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mytendies OP t1_iuisi0s wrote

But if someone day trades an option on a REIT and day trades an option on SPY the gains/losses are subject to different tax treatments?

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qb_source t1_iuispyw wrote

I don't think so but there is a risk of getting assigned and then it suddenly becomes relevant

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mytendies OP t1_iuivg7v wrote

yeah fair, I figured it would only matter if you ended up with shares. Thanks for explaining

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