When I enter a sell trade on Schwab.com (not the mobile app), and choose the Tax Lot Optimizer method, is there a way to view which lots/shares will be sold before placing the trade?
thx!
Search found 4 matches
- Fri Apr 07, 2023 2:12 pm
- Forum: Personal Investments
- Topic: Schhwab-Tax Lot Optimizer - able to see which lots chosen before placing trade?
- Replies: 10
- Views: 886
- Thu Oct 23, 2014 10:54 pm
- Forum: Investing - Theory, News & General
- Topic: Historical corp bond annual returns?
- Replies: 7
- Views: 845
Re: Historical corp bond annual returns?
Simplegift wrote:There's an historical corporate bond series kept by the Federal Reserve that might help:
Moody's Seasoned Aaa Corporate Bond Yield
This is monthly yield data from January 1, 1919 to September 1, 2014 and available in Excel format. Hope this helps.
Thanks, this is the kind of data I was looking for!
- Thu Oct 23, 2014 10:53 pm
- Forum: Investing - Theory, News & General
- Topic: Historical corp bond annual returns?
- Replies: 7
- Views: 845
Re: Historical corp bond annual returns?
Welcome! If you are having difficulty finding data (especially over the past 75 years), consider that indexing is a highly competitive business. Index providers consider their products to be intellectual property. A lot of information is not in the public domain for this reason. If the data is not publicly available, then it can probably be found by purchasing a license (or subscription) for the information. I couldn't match your index directly, but I found this one: S&P Municipal Bond 20 Year High Grade Rate Index . Do you have a link to the specific index in mind? Please don't post links to sources which are not publicly available. Information on how to obtain the data through proper channels is fine. (I fixed a typo in your thread t...
- Thu Oct 23, 2014 9:45 pm
- Forum: Investing - Theory, News & General
- Topic: Historical corp bond annual returns?
- Replies: 7
- Views: 845
Historical corp bond annual returns?
Hi,
I'm trying to find annual corp bond returns for a large index like the 'Standard & Poor's High Grade Corporate Index' for the past 75 years if possible.
Anyone know where I can find this? (need data in a table, per year for use in Excel...)
thanks!
I'm trying to find annual corp bond returns for a large index like the 'Standard & Poor's High Grade Corporate Index' for the past 75 years if possible.
Anyone know where I can find this? (need data in a table, per year for use in Excel...)
thanks!