???????: ????? ?????? mergers ?????? ?? spin-offs ?? Money

?????? ????????? ?????? ?????????
???? ???????: 179585 - ??? ???????? ???? ????? ????? ??? ???????.
????? ???? | ?? ????

?? ??? ??????

??????

??? ???? Money Microsoft ? MSN Money ????? ????? ??????? mergers ?? spin-offs ??????.

???? spin-off ?? ?????? ?? ?? ???? XYZ ????, ???? ??????? n ZYX ??????.

???? ????? ??? ????? ?????? ?? ?? ???? XYZ ???? ??? ??????? n ZYX ??????.

??????? ??????? ????? ?????? ???? ??????? ??????? ?? ???? ????? ???????? ??????? ? ???? ???? ??? ????? ??????? ?? ????? ???? ????.

???? ??? ??????? ??? ???? ???? ??? ??????? ?? Money ? ??????????.

??????? ????

?????? ??? ?????? Microsoft Money 2003 ?????????? ??????? ???? ?????? spin-offs mergers. ?????? spin-offs mergers ?? Money 2003 ?????????? ??????? ???? ??????? ???????:
  1. Money ? ????? ??? ???????.
  2. ??? ??????? ???? ??? ????? "???? ???".
  3. ??? ????? spinoff ?? ?? ???.
?????? ??????? ????????? ????? ????????? ?? ????? ??????? ????? ??? ?????? ????.

??? ??? ???? ?? ???? ????????? ????? ?? spin-off ?????? ?????? ?? ?? ????? ???????.

???? ?? ??????? ????????? ???? ??? ??????? ?????? broker ????? ?? ?? ?????? ?????? ??? ???? ??? ????????? ?? ?? ?? ????? ???????.

?????? spin-off

????? ??????

??????? ?????? ?? ?????? "????? ??????" ??? ?????? ?????? ????? ??????? ????? ?? ???? ????. ??? ?? ??????? ???? ??????????.

??????

????? ?? ???????? ??? ?????? ???????? ??? ???? spin-off ??? ??????? ?????? ?? ??????? ?? ???? ??? ????? ?? ??????? ?? ???? ????. ??????? ?? ??? ??????? ?? ?? ???? ???? ?????? ??? ???? ?????/????? ??? ???? ?????? ???? ??? ??? ???? ?? ??????? ????????? ???????.

??? ??????

????? (????? ??????) ?????? ?? ????? ?? XYZ ???????? ??? ???? spin-off ?? ???? ?? ????? ???????? ????????? ???? ZYX.

?????? ?????

?????? ?????

????? ?????? ?????? ???????? ??? ???? ????? ?? ?? ?????? ??? ?????? ???? ??? ??? ????. ??????? ?? ??? ??????? ?? ?? ???? ??????? ??????? ?????? ???? ?????? ?? "??????? ?????" ???? ????? ?????. ??? ?? ??????? ????????.

??? ? ????

??? ??????? ?????? ?????? ?? ?????? ??? ??????? ????? ??????? ????? ???? ?????. ?? ??????? ???????? ??? ??????? ???? ???? ?????? ?????/??? ?? ???? ?????.

?? ?????? ?? ?????

?? ?????? ??????? ?????? ?????? ?? ????? ??????? ???? ?????. ??? ??????? ??? ?????? ???? ?????? "??????? ?????" ???? ?? ??? ????? ???? ???? ???? Money ???????? realized ? unrealized ???? ??? ????. ??? ???? ?? ??? ????? ???? ????? ??????? ??? ???????.

??????? ??????? ??? ?????

?????? ???? ????? ??????? ?? ??? ????? ???????? ?????? ??????:
   1/1/98 Buy 100 shares of XYZ at $10
   2/1/98 Buy 100 shares of XYZ at $11
   3/1/98 Reinvest $120 Dividend to buy 10 shares at $12 each

   Total Cost Basis is $2220 for an average of $10.57141 for each of the
   210 shares.

   The ratio for the spin-off or merger is 0.2, or for every 1 share
   of XYZ, you get 0.2 shares of ZYX, which equals 42 new shares of ZYX.

   The spin-off or merger event occurs on April 1,1998.
				
??? ?? ??? ??????? ????? ?????? ??? ?????? ??????? - ???? ???? ??????? ????? ?? ?????? ?????? spin-off ?? ??????? ??????? ?????? ??. ???? ???? ????? ????? ???????? ??? ???:
   (Cost Basis) - (Cost Basis)/(1 + ratio)

   Using the example data above results in the following values:

   Cost basis     :  $2220 - $2220/1.2 = $370
   Share of ZYX   :  210 * 0.2 = 42
   Price per share:  $370/42 = $8.81
				

????? ?????? (Spin-off)

?? ??????? spin-off ???? "????? ?? ??????" ??? ???????? ?????? ???? ??????? ??? ???? ?????. ?? ???? ?????? ????? ???? ?? ??????? gained ?????? ??? ?????? ??? ????? "????? ??????" ??????? ??? ??? ???????? ????????.

???????? ???????? ?????? ???? ????????? ????? ???????:
   4/1/98 Return of Capital for XYZ of $370.00.
   4/1/98 Buy 42 shares of ZYX at $8.81 each.
				

?????? (Spin-off)

??? ?? ???? ??? ???????? ??????.

0.2 ???? ???? ?? ?? ???????? ???? ? ????? ???? ???? ??????? 0.2. ??? ?????? 252 ???????: 210 XYZ ???????? 42 ???? ZYX.

???? ?? ???? ?? ???? ???? ?????? ???? ? ????? ??? ????? ??????? ???????. ????? ???? ???????? ??? ??????? 242 ?? 210 XYZ (?? ???? ???? 6 ?? 5).

?? ???? ????????? ???????:
   4/1/98 Sell 42 shares of XYZ at $8.81 each.
   4/1/98 Buy 42 shares of ZYX at $8.81 each.
				

??? ?????? (Spin-off)

????? ??? ??????? ?????? ?????. ????? ??? ??? ?????? ??? ?? ???????? ??? ????? spin-off ??????? spin-off ????? ???: (?????) / (1 + ???? ????? ??? ????????)

???????? ???????? ?????? ? ?? ????? ????????? ???
   1/1/98 Buy 100 shares of XYZ at $8.3333.
   2/1/98 Buy 100 shares of XYZ at $9.1667.
   3/1/98 Reinvest $120 dividend to buy 10 shares at $10.00 each.
				
?? ?? ???? ????? ??????? ?? ZYX:
   4/1/98 Buy 42 shares of ZYX at 8.50 each.
				

?????? (?????)

???? ???????? ???????? ??? ???? ????? ??? ????????. ??? ???? ????? ??? ??????????? ?????? ? ????? ????????? ??? ? ??????. ?? ???? ????? ?? ????? ?????? ?? ??? "?????" ?? "?????" ??? ???? ???.

???????? ?????? ????? ??????? 42 ?? ??????? 210 (?? ???? ????? 1 ?? ??? ?? 5).

???? ?? ??? ???? ????????? ??????? ???? ?? ????? ??? ?????? ??? ?? ??????? ????? ??? ?????? ???????? ??? ???? ????????.

??????? ???????? ??????, ?? ???? ?????????:
   1/1/98 Buy 20 shares of ZYX at $50.
   2/1/98 Buy 20 shares of ZYX at $55.
   3/1/98 Reinvest $120 dividend to buy 2 shares at $60 each.
				

??? ? ???? (?????)

??? ???? ????????? ?????? ?????? ?? ???? ??? ???? ??? ??????? ???? ?????. ?????? ???? ??????? ????????? ??????? ??????? ??? ????? ?? ??? ?????? ???? ?????. ???? ???? ????. ??? ??? ??? ???? ??????? ??????? ????? ??? ???????? ??? ??? ????? ?? ?? ?? ?? ???? ?????? ?????/????? ??????? ?? Money ?? ?????? ???.

???????? ???????? ?????? ? ????? ?????? ?????? ?????????:
   4/1/98 Sell 210 shares of XYZ at $10.57141 each
   4/1/98 Buy 42 shares of ZYX at $52.857143 each
				

?? ?????? ?? ????? (?????)

???? Sell ?????? ????? ???? ?? ??? ??? ??????? ???? ?????? ??????? ??????? ????? ? ????? ?????????.

???????? ???????? ?????? ? ????? ?????? ?????? ?????????:
   4/1/98 Remove 210 Shares of XYZ.
   4/1/98 Add 42 Shares of ZYX.
				
??????? ?? ??? ??????? ?? ????? ???????? ???????? ??? ????? ???? ??????? ?????? XYZ ? ZYX ??????? ?? ???.

???????

???? ???????: 179585 - ????? ??? ??????: 03/????/1428 - ??????: 7.2
????? ???
  • Microsoft Money Deluxe 2007
  • Microsoft Money 2007 Home & Business
  • Microsoft Money Premium 2007
  • Microsoft Money Deluxe 2006
  • Microsoft Money Premium 2006
  • Microsoft Money Small Business 2006
  • Microsoft Money Standard 2006
  • Microsoft Money 2005 Deluxe Edition
  • Microsoft Money 2005 Premium Edition
  • Microsoft Money 2005 Small Business Edition
  • Microsoft Money 2005 Standard Edition
  • Microsoft Money 2004 Deluxe Edition
  • Microsoft Money 2004 Premium Edition
  • Microsoft Money 2004 Small Business Edition
  • Microsoft Money 2004 Standard Edition
  • Microsoft Money 2003 Standard Edition
  • Microsoft Money 2002 Standard Edition
  • MSN Money
????? ??????: 
kbmt kbhowto kbmoneyinvest KB179585 KbMtar
????? ????
???: ??? ????? ??? ?????? ???????? ?????? ????? ???? ????? ?????????? ????? ?? ????????? ?????? ????. ???? ???? ?????????? ???? ?? ???????? ???????? ?????? ????????? ????? ????????? ???????? ????? ???????? ?????? ?? ?????? ??? ?? ???????? ???????? ?? ????? ??????? ?????? ??? ??????? ?????? ??. ?????? ?? ???? ??? ??????? ???????? ????? ?? ???? ????? ?????? ??? ????? ??? ????? ??????? ?? ????? ?? ?????? ??? ??? ??????? ??????? ?? ????? ????? ????? ????? ?????. ?? ????? ???? ?????????? ??????? ??? ????? ?? ??????? ?? ????? ?????? ?? ??? ????? ?? ????? ??????? ?? ???????? ?? ??? ???????. ???? ???? ?????????? ???????? ??? ????? ?????? ??????? ??????
???? ??? ????? ??????? ?????? ??????????179585

????? ???????

 

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