Investing

50 Ford Shares Purchased in My IRA

Posted by Sun on January 3, 2007 (6) Comment

This probably isn't something I really want to buy because of the struggle of the US auto industry. However, I made this one-time purchase today in my IRA account.
Before transferring my IRA from Scottrade to Vanguard, I have four Vanguard funds plus a non-Vanguard fund, BRSIX in my account. Since Scottrade charges commission for [...]

Popularity: 8% [?]

Categories : Investing, Stock Tags: No Tags

Mutual Funds Year-end Distributions

Posted by Sun on January 1, 2007 (0) Comment

Here's a complete list of my mutual fund year-end distributions:

Symbol
Date
Dividend
Short-termcapital gain
Long-termcapital gain
Total

CSVFX
09/20/06
$0.12
$0.13
$2.51
$2.76

OAKBX
12/14/06
$0.5013
$0
$1.3081
$1.8094

TGLDX
12/15/06
$0.217
$1.122
$3.93
$5.269

PRSVX
12/18/06
$0.27
$0.25
$1.16
$1.68

PRNEX
12/18/06
$0.57
$0.34
$1.21
$2.12

TREMX
12/18/06
$0.42
$0
$1.06
$1.46

TAREX
12/20/06
$0.893
$0.062
$2.568
$3.523

DODGX
12/28/06
$0.54
$0.247
$6.405
$7.192

DODFX
12/28/06
$0.565
$0.144
$0.349
$1.18

CGMFX
12/28/06
$0.81
$0
$2.92
$3.73

Most of the funds I own distribute annually (except DODGX which distributes every quarter), with more payouts in the forms of dividend and long-term capital gain rather than short-term capital gain. The benefit of dividend and long-term gain is that they have [...]

Popularity: 8% [?]

Categories : Investing, Mutual fund Tags: No Tags

2006 4-Week T-Bill Rates: The Complete Picture

Posted by Sun on December 31, 2006 (1) Comment

Here's a complete chart of the 4-week T-bill rates of 2006. Overall, the rates were on the rise throughout the year. It was just above 4.0% when 2006 began, gradually moved up and peaked at 5.263% on November 30th, and ended the year with a 4.742% APR, a 17.6% annual increase in rates.
 
The sharp [...]

Popularity: 11% [?]

Categories : Bond, Investing Tags: No Tags

China Life to Conduct 2:1 Split

Posted by Sun on December 29, 2006 (4) Comment

According to Briefing.com, China Life Insurance (LFC) will conduct a 2:1 stock split when the trading begins on December 29th. There have been some rumors on Yahoo! Finance discussion board lately about the split, but this is the first official announcement. Closed near $140 yesterday, the price after the split will be much more affordable. [...]

Popularity: 10% [?]

Categories : China, Investing, Stock Tags: No Tags

All Good Things Have to Come to an End, Even Bill Miller Can’t Escape

Posted by Sun on December 28, 2006 (1) Comment

Legg Mason's Bill Miller, the manager of Legg Mason Value Trust (LMVTX), has beaten S&P 500 for 15 consecutive years since 1991. His winning streak, however, is about to come to an end as LMVTX returns only 6.71% as of yesterday compared to the 16.5% gain of S&P 500. According to a Bloomberg.com article, the [...]

Popularity: 6% [?]

Categories : Investing, Mutual fund, Personal finance Tags: No Tags