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Archive for September, 2006

August 2006 Score Card — Part III: Asset Allocation

Posted by Sun on September 3, 2006 (0) Comment

Morningstar instant X-ray shows that for our mutual fund portfolio, more than 52% are in US stocks as of August. Another big chunk is foreign stocks, which counts more 38%. The foreign stock part has got a little bigger than what I desire 30%, and the growth mainly came from investments in Dodge & Com [...]

Categories : About me, Portfolio Tags: No Tags

August 2006 Score Card — Part II: Networth

Posted by Sun on September 3, 2006 (1) Comment

I have already summarized our expenses in August. Now it’s the networth’s turn to appear on the score card. Not included in the plot are 1) car loan (as well as the values of our cars) and 2) mortgage (as well as the value of our house). The main reason of not including these two [...]

Categories : About me, Net worth Tags: No Tags

Your Blog’s Value Is $6.35!

Posted by Sun on September 2, 2006 (0) Comment

It’s nice to see that my blog has some values, hehe, though a mere $6.35. I am happy with it anyway.

Categories : Personal finance Tags: No Tags

First PineCone Check

Posted by Sun on September 2, 2006 (0) Comment

It’s not a big deal, but I got my first $5 check from PineCone Research yesterday.
I signed up for an account early this month, but didn’t hear from them until August 28, an email with the first survey invitation. The survey has an expiration date of September 4, but the check I received was issued [...]

Categories : Personal finance Tags: No Tags

BoA Sweetens Its Offer For Savings Account

Posted by Sun on September 2, 2006 (0) Comment

Bank of America used to offer $35 gift check for opening a regular savings account with $100 minimum deposit. Now if you open an account that is linked to you checking account before October 26, you will receive a $50 gift check instead of the $35 one. The minimum deposit is still $100. See my [...]

Categories : Personal finance Tags: No Tags
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