How frequently do you trade?
many trades on average do you execute on a daily, weekly
or monthly basis?
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What types of securities do you trade?
What is your average holding period?
you consider yourself a...
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How many hours per day do you spend watching prices and
the market during market hours of operation? How many
hours per day or week do you spend reading financial publications,
company news, analyzing market or stock action, analyzing
charts, patterns of trading, etc?
Do you have another source of income from employment and
how many hours per week do you spend at that job or business?
is that job and what percentage of your income is generated
from that job and what percentage of your expenses are
met by that income? Please consider all sources of income
from yourself, spouse or other household members.
How long have you been trading?
have been your net results during that time period?
are your results year to date?
What is your average annual trading expenses? Please consider
computer hardware and software, seminars, training, books,
tapes, online services for quotes, data, news, charts,
What is the size of your trading account?
is the size of your total portfolio?
is the approximate percentage of assets traded related
to your total assets?
you have separate brokerage accounts for trading positions
and investment positions?
What was the amount of your dividend and interest income
important is it for you to receive income from your investments?
you purchase a stock for long term capital appreciation?
long do you expect to typically hold a stock when you
Do you use a trading system?
you trade by fundamental or technical analysis or some
Have you ever filed a Schedule C as a trader?
you elected or considered electing IRC Code section 475
Mark-to-Market Accounting Treatment?
Do you trade from home, work or a day trading site?
Are you a floor trader or member of any exchange?