Investing

P&G Shares Purchased

Posted by Sun on December 17, 2006 (5) Comment

Early last month, I sent the account application form together with a $500 check to P&G to invest in their stocks. The confirmation mail arrived yesterday, saying the initial purchase was made on December 1st. This part of my recent DRIP investments in dividend-paying stocks. So far I have bought three stocks: Bank of America [...]

Categories : DRIP, Investing Tags: No Tags

Mutual Fund Year-end Distributions

Posted by Sun on December 15, 2006 (0) Comment

As we entered the final weeks of 2006, mutual fund companies start to make year-end distributions. Yesterday, another fund in my mutual fund portfolio, Oakmark Equity and Income Fund (OAKBX), paid out annual dividend and capital gain. So far, two of my mutual funds distributed dividend and capital gain (CSVFX distributed on September 20th):

Symbol
Date
Dividend
Short-term
capital gain
Long-term
capital [...]

Categories : Investing, Mutual fund Tags: No Tags

My Stock Holdings

Posted by Sun on December 15, 2006 (4) Comment

More than half of our taxable investment assets are in individual stocks. Currently I have 14 stocks/ETFs at four discount brokerage firms plus ComputerShare, the DRIP program provider. Following is a list of stocks I own:

Symbol
Value
Firstpurchase
%Gain
Monthlypurchase

BAC
$1,014
11/10/06
-3.37
$50*

GRRF
$3,544
03/30/06
-12.17
$0

LFC
$50,910
12/17/03
273.20
$0

MSFT
$6,014
11/10/04
0.72
$0

QQQQ
$50
12/07/06
0.62
$50

NT
$6,223
01/21/04
-50.59
$0

PGJ
$7,848
12/21/04
39.40
$0

PEY
$7,562
04/25/06
9.85
$100

PFM
$1,169
06/06/06
5.70
$100

PSI
$3,528
03/14/06
-5.99
$0

PHO
$4,650
03/14/06
6.30
$0

PID
$3,796
09/29/05
24.50
$0

PGN
$316
11/15/06
5.33
$50*

TSM
$14,269
12/13/02
53.18
$0

Categories : Investing, Stock Tags: No Tags

LFC Won Regulatory Approval for Domestic Listing

Posted by Sun on December 15, 2006 (0) Comment

According to Reuters, China Life Insurance (LFC) has won approval to sell its class-A shares in Shanghai, which could raise $3.2 billion or 25 billion yuan, making the offering the second largest in the history of Chinese domestic public offering. Encouraged by the news, LFC is now trading above $105 in NYSE, more than $3 [...]

Categories : China, Investing, Personal finance, Stock Tags: No Tags

LFC to Close Above $100 for the First Time

Posted by Sun on December 14, 2006 (1) Comment

So I didn't buy Google two years ago and now it's traded near $500. But I have LFC.
China Life Insurance (LFC), my biggest gainer so far, is on track to close above $100 for the first time today. Currently traded at $101.70 per share, LFC has seen its stock price more than tripled in [...]

Categories : China, Investing, Stock Tags: No Tags