Archive for August, 2007
Calculating My Personal Rate of Return
I have been using Quicken to track my investments for many years and feel it’s a very convenient tool. However, the biggest problem I have with Quicken is that it treats reinvested dividends and capital gains as costs instead of gains. While this is true when it comes the time that I sell the investment [...]
Popularity: 30% [?]
Market Downturn Taking a Toll on Our 401(k)s
I don’t check my 401(k) as often as I check my stock investments because, whether it’s up or down, I won’t do any on it until the rebalancing time which usually occurs at the end of the year. I have a very simply portfolio in my 401(k) plan with Fidelity. Currently my holdings include
Fidelity Freedom [...]
Popularity: 25% [?]
Posts I Enjoyed Last Week
Jeremy at Generation X Finance asks what changes you are making to your portfolio in the latest market downturn with a poll. It seems that the majority of the people who responded belongs to the buy-and-hold camp.
Lazy Man at Lazy Man and Money wonders if anything comes with electronics nowadays. If you have to buy [...]
Popularity: 12% [?]
Video: Reuters Business Recap for the Week of August 13, 2007
What a week!
After three losing sessions early in the week, the stock markets made a huge comeback Thursday. At one point, the Dow was down some 340 point, only to finish the trading day 15 points lower from the previous session. the S&P even made to the positive territory with a gain of 5 points. [...]
Popularity: 10% [?]
Equal-Weight vs Market-Cap Weight
The S&P 500, as well as most of mutual funds and ETFs that track the benchmark, is a market-cap weighted index. This means the weights of the index’s components are determined based on their market capitals. The larger a company’s market value, the heavier the weight in the index. As a result, according to IndexArb.com, [...]
Popularity: 20% [?]
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