Comments on: What are My Investments? http://www.thesunsfinancialdiary.com/about-me/what-are-my-investments/ Fri, 20 Nov 2009 19:09:54 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: What are My Investments and How are They Doing So Far? http://www.thesunsfinancialdiary.com/about-me/what-are-my-investments/comment-page-1/#comment-43352 What are My Investments and How are They Doing So Far? Mon, 28 Jul 2008 13:31:23 +0000 http://www.thesunsfinancialdiary.com/money-question/what-are-my-investments/#comment-43352 [...] I was investing as well as performance of my portfolios. The last time when I got into details of my investments was May 2007 , more than one year [...] [...] I was investing as well as performance of my portfolios. The last time when I got into details of my investments was May 2007 , more than one year [...]

]]> By: The Smallcap Party May Be Over http://www.thesunsfinancialdiary.com/about-me/what-are-my-investments/comment-page-1/#comment-24708 The Smallcap Party May Be Over Fri, 05 Oct 2007 13:41:14 +0000 http://www.thesunsfinancialdiary.com/money-question/what-are-my-investments/#comment-24708 [...] 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. [...] [...] 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. [...]

]]> By: Is the Small-Cap Party Over? | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing http://www.thesunsfinancialdiary.com/about-me/what-are-my-investments/comment-page-1/#comment-24557 Is the Small-Cap Party Over? | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing Wed, 03 Oct 2007 15:22:36 +0000 http://www.thesunsfinancialdiary.com/money-question/what-are-my-investments/#comment-24557 [...] 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. [...] [...] 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. [...]

]]> By: Mandatory Personal Finance Reading (Ask Mr Credit Card’s Blog) http://www.thesunsfinancialdiary.com/about-me/what-are-my-investments/comment-page-1/#comment-17018 Mandatory Personal Finance Reading (Ask Mr Credit Card’s Blog) Sun, 05 Aug 2007 02:50:23 +0000 http://www.thesunsfinancialdiary.com/money-question/what-are-my-investments/#comment-17018 [...] a few bloggers have revealed their asset allocation. For example, the Sun’s Financial Dairy revealed his investments and asset allocation. How is your portfolio structured? Is it constructed properly. Well, you will find out after [...] [...] a few bloggers have revealed their asset allocation. For example, the Sun’s Financial Dairy revealed his investments and asset allocation. How is your portfolio structured? Is it constructed properly. Well, you will find out after [...]

]]> By: stlplace » Blog Archive » Got Yuan? http://www.thesunsfinancialdiary.com/about-me/what-are-my-investments/comment-page-1/#comment-15464 stlplace » Blog Archive » Got Yuan? Wed, 25 Jul 2007 02:04:34 +0000 http://www.thesunsfinancialdiary.com/money-question/what-are-my-investments/#comment-15464 [...] know, because of the red hot Chinese stock market. I don’t personally own them. But my friend Sun has LFC, and it has done very well for him (of course he bought it long time ago so his cost is much [...] [...] know, because of the red hot Chinese stock market. I don’t personally own them. But my friend Sun has LFC, and it has done very well for him (of course he bought it long time ago so his cost is much [...]

]]> By: Posts I Enjoyed Last Week | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing http://www.thesunsfinancialdiary.com/about-me/what-are-my-investments/comment-page-1/#comment-11009 Posts I Enjoyed Last Week | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing Sun, 10 Jun 2007 13:07:57 +0000 http://www.thesunsfinancialdiary.com/money-question/what-are-my-investments/#comment-11009 [...] (OAKIX). I have similar experience with Dodge & Cox International Fund (DODFX) , which is also my No. 1 performer. In both cases, starting early plays a key role in getting to where we are [...] [...] (OAKIX). I have similar experience with Dodge & Cox International Fund (DODFX) , which is also my No. 1 performer. In both cases, starting early plays a key role in getting to where we are [...]

]]> By: Sun http://www.thesunsfinancialdiary.com/about-me/what-are-my-investments/comment-page-1/#comment-9810 Sun Thu, 24 May 2007 04:23:56 +0000 http://www.thesunsfinancialdiary.com/money-question/what-are-my-investments/#comment-9810 Yes, I like Dodge & Cox a lot, owning 3 out of 4 of their funds and two of them are now closed. Lucky me :)) Well, the first and main reason that I invest in China and like it a lot is I came from there (so I may be biased) and know it better than other outsiders (I follow Chinese news every day). I probably can't give you any deep thoughts why I like it other than that I believe deeply the potential of that country. Things may not work in the same way as they work in this country (laws, regulations), but people and government there want to make life better and better every day. And with 1.3 billion people, even a little bit of growth can translate into a huge number. Can anybody ask for a better consumer basis? However, I feel not every sector will do well. Technology may be one of them that won't be very exciting. Services that everybody is using, such as those related to banks, wireless, and internet, will make better choices. OK, enough for my amateur opinion. Make sense? :)) BTW, those plots are generated with Excel 2007, which is better than Excel 2003 that I used to use. I used once Quicken, but I don't think it can generate charts across different accounts. Yes, I like Dodge & Cox a lot, owning 3 out of 4 of their funds and two of them are now closed. Lucky me :) )

Well, the first and main reason that I invest in China and like it a lot is I came from there (so I may be biased) and know it better than other outsiders (I follow Chinese news every day). I probably can’t give you any deep thoughts why I like it other than that I believe deeply the potential of that country. Things may not work in the same way as they work in this country (laws, regulations), but people and government there want to make life better and better every day. And with 1.3 billion people, even a little bit of growth can translate into a huge number. Can anybody ask for a better consumer basis? However, I feel not every sector will do well. Technology may be one of them that won’t be very exciting. Services that everybody is using, such as those related to banks, wireless, and internet, will make better choices.

OK, enough for my amateur opinion. Make sense? :) )

BTW, those plots are generated with Excel 2007, which is better than Excel 2003 that I used to use. I used once Quicken, but I don’t think it can generate charts across different accounts.

]]> By: Jonathan http://www.thesunsfinancialdiary.com/about-me/what-are-my-investments/comment-page-1/#comment-9722 Jonathan Tue, 22 May 2007 09:10:49 +0000 http://www.thesunsfinancialdiary.com/money-question/what-are-my-investments/#comment-9722 Thanks for sharing. Those Dodge & Cox fellows sure do seem like they know what they're doing, and charge reasonable fees at the same time. Can I assume that you used Quicken to generate those pie charts too? I'm a sucker for nice charts :) Have you gone deeper into why you think China Fund have a good outlook? Got any insider knowledge? ;) Thanks for sharing. Those Dodge & Cox fellows sure do seem like they know what they’re doing, and charge reasonable fees at the same time. Can I assume that you used Quicken to generate those pie charts too? I’m a sucker for nice charts :)

Have you gone deeper into why you think China Fund have a good outlook? Got any insider knowledge? ;)

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