Investing

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

Active vs. Passive — My Funds vs. Vanguard Funds in Fees and Returns

Posted by Sun on December 19, 2006 (10) Comment

Early this month, I posted an entry on my mutual fund portfolio. I also mentioned in the post that all the mutual funds I have in the taxable account are actively managed funds.  A reader asked me the question why I chose actively managed funds instead of index funds which, by common sense, have low [...]

Popularity: 19% [?]

Categories : Investing, Mutual fund Tags: No Tags

Discount Broker Reviews: A Look at Scottrade, Firstrade, ShareBuilder, and QQQDirect

Posted by Sun on December 18, 2006 (35) Comment

Currently, I am using four discount brokerage firms: Scottrade, Firstrade, ShareBuilder, and QQQDirect, with Scottrade being the first I ever used.
I used to have everything with Scottrade, stocks, mutual funds, and IRA. But when they restructured their fee schedules at the end of 2004, I started to move some of my assets out of Scottrade [...]

Popularity: 88% [?]

Categories : Investing Tags: , , , , ,