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Archive for October, 2007

Posts I Enjoyed Last Week

Posted by Sun on October 7, 2007 (2) Comment

Golbguru at Money, Matter and More Musings looked at life from a stock market perspective.
Jeremy at Generation X Finance had a story on a woman who sued Apple for the recent price cut of iPhone.
Ben at Money Smart Life discussed why selling on eBay is a great way to make some extra cash.
Lazy Man at [...]

Categories : Pfblogs Tags:

Video: Reuters Business Recap for the Week of October 1, 2007

Posted by Sun on October 6, 2007 (3) Comment

When the Dow hit the intra-day low of $12,455 on August 16, 1,545 points or 11% below its peak of 14,000, the talks were all about how the economy will slide into recession. And the 4,000 job losses in August’s payroll number made the recession look inevitable. Though the possibility is still there (former [...]

Categories : Video Tags:

Did You Miss the Rally?

Posted by Sun on October 5, 2007 (9) Comment

It feels like it was just yesterday that lot of *advices* were floating around in the personal finance blog community on how you should get out of the markets if the 1000+ points drop of the Dow (the Dow as 14,000 on July 19 and 12,845 on August 16) made you sweating and get up [...]

Categories : Investing, Stock Tags:

September 2007 Score Card — Part II: YTD Performance of My Actively Managed Funds

Posted by Sun on October 5, 2007 (6) Comment

I have a previous post that compared my actively managed funds against Vanguard funds for a 5-year period that covered most of the time I invested in those funds. The purpose of the post was to have an idea whether actively managed funds, while costing a little more to own, indeed lagged low-cost index funds [...]

Categories : Investing, Mutual fund Tags:

What Can We Learn from Yale Endowment’s 28% Annual Return?

Posted by Sun on October 4, 2007 (12) Comment

Early last week, the Yale endowment, one of the nation’s largest college fund, reported an annual return of 28% from its investment for the fiscal year ended June 30th. According to YaleDailyNews.com, the Yale endowment has returned 17.8% annually over the past decade (in 2000 the fund returned 41%), leading other large rivals [...]

Categories : Investing Tags:

Is the Small-Cap Party Over?

Posted by Sun on October 3, 2007 (14) Comment

I am a big fan of small-cap funds. At one time, I had several small-cap funds, both value and growth, in my taxable investment accounts. Though I have trimmed the number to two, they are still a significant portion of my portfolio as small-cap is nearly a quarter of my taxable mutual fund investments.
The reason [...]

Categories : Investing, Mutual fund Tags:

Zecco Scales Back Free Trading Offer

Posted by Sun on October 2, 2007 (14) Comment

It seems to me that Zecco doesn’t have a clear plan on how to run their business.
First, they asked a ton of paperwork to open an account, then ran a promotion with a lowered minimum requirement that didn’t want anybody to know, shortly after the secret promotion, they decided to get rid of all the [...]

Categories : Brokerage, Investing Tags:

September 2007 Score Card — Part I: Net Worth

Posted by Sun on October 1, 2007 (10) Comment

When the stock markets had the best September in 34 years, it’s hard not to make money, big money and that was indeed what happened to us last month. In fact, we saw so far the biggest jump in our net worth since I started the tracking in August 2006. For the month, the Dow [...]

Categories : About me, Net worth Tags:
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