About me
September 2006 Score Card — Part IV: Asset Allocation
This is the last item on the September 2006 score card: asset allocations of the taxable accounts.
In addition to investing regularly in our retirement accounts (401(k)s, Roth IRAs), I also have some stocks, ETFs, and mutual funds in taxable accounts. Right now, these accounts serve as supplements to our retirement investments. When it comes [...]
Popularity: 8% [?]
Net Worth Update
One of my mutual fund holdings, Columbia Strategic Investor Z (CSVFX), lost more than $2.60 in NAV on September 20th. At that time, I thought it must be due to income distributions. But I forgot to check my account from their website and didn't take the distribution into consideration when calculating my September net worth.
Last [...]
Popularity: 8% [?]
September 2006 Score Card — Part II: Net Worth
Ok, now it's time to take a look at how we did in investing in September.
Summary:
September was another good month for us in terms of nest egg growth as we added $14,728.45. Excluding house and cars (both as assets and liabilities), the total number is $384,297, up 3.99% from August. Year-to-date, our net worth growed [...]
Popularity: 6% [?]
September 2006 Score Card — Part I: Expenses
September was just the second time in as many months that I recorded our monthly expenses. Though the history is kind of short, I can still see some patterns of how and where we spent our money. One problem, however, is that since I didn't have a budget ahead of the spending, I really can't [...]
Popularity: 7% [?]
How Do You Like The Idea
of cutting your own hair to save money?
Sounds unbelievable that there are people actually doing that? Apparently there are, but I don’t think I will do that.
While saving money is important in our lives, we should also care about our appearances, especially if we are professionals. We don’t want to show up at work with [...]
Popularity: 4% [?]
Loading ...