Archive for October, 2007
Is the Small-Cap Party Over?
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 [...]
Zecco Scales Back Free Trading Offer
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 [...]
September 2007 Score Card — Part I: Net Worth
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 [...]
