Investing
Berkshire Hathaway Stock Holdings and Investment Ideas
Warren Buffet’s Berkshire Hathaway filed its first quarter 13-F with the SEC last week. From the filing, you may find a few investment ideas from where Buffet is putting his money, as noted by Morningstar. At the end of the first quarter, Berkshire holds a total of 41 stocks in its equity portfolio, with American [...]
SmartMoney 2009 Best & Worst Online Brokers
Despite all the troubles at the financial service company, E*Trade Financial scored a big win in the latest SmartMoney Broker Survey, leading four out of five categories. Though I don’t use E*Trade as my stock broker, nor do I have a savings account with them, I do have a E*Trade Global Trading Account to [...]
Netflix Benefits from Recession
Many industrial groups got hurt pretty badly in this one and a half year long recession. Banks, homebuilders, retailers, just to name a few. However, the recession has also proven to be an opportunity for others to bloom in this environment because when the wallet got tight, we cut our spending: we postpone purchase of [...]
Lending Club Loan Composition
It has been nearly three months since I last updated my Lending Club loan portfolio, even though I wasn’t quiet during this period of time. In fact, I have already more than doubled the number of loans I own since I got into the peer-to-peer lending business in February. Right now, I have 54 notes [...]
“I Am An Investor”
Well, that’s not exactly what I said, but I found that a piece by Knight Kiplinger, the Editor in Chief of Kiplinger’s Personal Finance, in the June issue of the magazine says a lot about what an investor should do in this stormy economic environment. Mr. Kiplinger isn’t as well known as legendary investors such [...]
Adding Exxon Mobil to My DSPP List
I am still expanding my stock investments, this time through the DSPP program at ComputerShare.
Yesterday, I added Exxon Mobil (XOM) to my regular purchase list with a monthly purchase of $100 of the stock. The reason that I want to buy it through a DSPP program rather making a one-time purchase like I did with [...]
PowerShares Shut down 19 ETFs
On one hand, the exchange-traded fund (ETF) industry continues to expand at a record pace (the total number of ETFs at the end of 2008 grew to 747, up 118 from 2007); on the other hand, funds that get no love from investors are being eliminated. Last Friday, PowerShares, one of the major players in [...]
I-Bond Rate for May 2009 – November 2009 Is 0%
I hope you have bought some I-bonds before May 1, so you can still enjoy a little bit the 5.64% yield I-bond rate that was good till April 30. If you missed the deadline and bought some bonds yesterday, May 1st, then too bad because the rate for Series I Savings Bonds issued between May [...]
Take a Big Picture View of the Stock Market
The S&P 500 Index lost about 46% between August 2008 and September 2002 when the internet bubble burst.
Then it took the benchmark 5 years to reach a new all-time high in October 2007.
Then there came the subprime mortgage crisis, the collapse of the housing market and the financial market, eventually, the recession. In about one [...]
Stock Trades Since October 2008
I am by no means a trader. I am not always looking for stocks to buy. However, since last October when the stock market started to sink, I have been active, relatively, on trading stocks. In fact, stocks I bought and sold since October 2008 are more than the total number of trades I did [...]


