The Sun's Financial Diary

I don’t check my 401(k) as often as I check my stock investments because, whether it’s up or down, I won’t do any on it until the rebalancing time which usually occurs at the end of the year. I have a very simply portfolio in my 401(k) plan with Fidelity. Currently my holdings include

Fidelity Freedom [...]

The Digerati Life is hosting this week’s Money Question. The question that was asked this time is
What are your investing strategies and how have you decided to allocate your money? What does your portfolio look like?
I have discussed several times in the past about my portfolio, the most recent one was in April after I [...]

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 [...]

The first tax document for 2006 arrived over the weekend from T. R. Price. Currently, I own three T. R. Price funds in my taxable accounts: PRSVX, PRNEX, and TREMX. The reason I call these taxable accounts is to separate them from tax deferred accounts such as 401(k)s and IRAs. The name also says that [...]

Yesterday, when I was visiting InvestorTrip, I was asked what mutual funds I hold. Actually, my mutual fund portfolio currently has 12 holdings, all of them are actively managed funds. The reason I don’t have any index funds in my taxable account is that when I started investing in mutual funds, I didn’t really expect [...]

Morningstar instant X-ray shows that for our mutual fund portfolio, more than 52% are in US stocks as of August. Another big chunk is foreign stocks, which counts more 38%. The foreign stock part has got a little bigger than what I desire 30%, and the growth mainly came from investments in Dodge & Com [...]