About me
April 2007 Score Card — Part II: Year-To-Date Returns
For the first four months of the year, our net worth has grown at a rate of 9.81%, adding more $45,000 to our nest egg. Of course, a major part of that increase came from contributions from our salaries as well as company matches in our retirement accounts. Nonetheless, our investments in various accounts (regular, [...]
Popularity: 14% [?]
April 2007 Score Card — Part I: Net Worth
Another month has concluded and it’s time to take a look how we did in April.
April is very solid month in general as the markets regained momentum after all the volatilities we experienced in late February and early March. It has been a record setting month (except the last day) for the Dow as the [...]
Popularity: 24% [?]
Should We Simplify Our Finance?
Some how I started to feel that we need to make some overhaul of our finance to make it more efficient and easier to manage, though we haven’t reached the point that things are out of hands yet. Partly because that getting a credit card, opening a bank account, and buying a stock are so [...]
Popularity: 50% [?]
March 2007 Score Card — Part II: Asset Allocation
Two months ago, I took a look at the asset allocation of my taxable mutual fund investment. A result of that review was the decision to sell on of the large-cap holdings, CSVFX, as I found my investments didn’t have enough exposure in the mid- and small-cap categories. CSVFX was unloaded in February and part [...]
Popularity: 19% [?]
March 2007 Score Card — Part I: Net Worth
Our net worth growth returned to its normal rate in March after barely coming out positive in February as we got some cooperation from the markets (Dow rose 87 points in March, NASDAQ gained 5 points, and S&P added 14 points).
Overall in March, our net worth saw an addition of $15,032 (or 3.22%) as compared [...]
Popularity: 12% [?]
Loading ...
