Investing

Category: Investing

Dodge & Cox Reopens Stock and Balanced Funds

By Sun on Feb 2, 2008 in Mutual fund, Investing | 2 Comments

According to a statement released yesterday, Dodge & Cox will reopen its flagship Stock fund and Balanced fund next Monday, February 4th. The two funds were closed to new investors since 2004, though existing shareholders can still invest in both of them.
In the statement, the company cited the lackluster return of both funds in 2007, […]

Recently Reopened Mutual Funds: Any Interesting Ones?

By Sun on Jan 28, 2008 in Mutual fund, Investing | 3 Comments

Around the new year, many previously closed mutual funds reopened their doors to new investors, including such well-known names as Fidelity Magellan (FMAGX) and Oakmark International (OAKIX), after a rough second half of 2007. For investors who had an eye on these funds, but were denied access due to the closure, the reopening […]

Update: 4-Week T-Bill Equivalent Yield Calculator

By Sun on Jan 27, 2008 in Bond, Investing | 1 Comment

One year ago, I had a post discussing the return of 4-week T-bill, whether it's APR or APY, and how to calculate the equivalent yield based on the state income tax. In that post, only the formulas on how exactly the calculations should be done were given. Though it isn't difficult to put the formulas [...]

Did You Make Money from Falling Chinese Stocks?

By Sun on Jan 24, 2008 in ETF, Investing | 3 Comments

I didn’t.
I made a few bucks when Chinese stocks were the hottest on the street, but not lately. As a matter of fact, not just that I didn’t make any money from my investments in Chinese stocks, my brokerage account has been hit pretty hard since last November after some once high flying Chinese stocks […]

Update: Active & Passive Funds Comparison

By Sun on Jan 22, 2008 in Mutual fund, Investing | 10 Comments

Early this month, I read an article on USA Today with title, Index funds are never out of style. The article pointed out that for the past 10 years, the return of diversified US stock funds, which include small-, mid-, and large-cap funds, averaged at 6.7% while the S&P index returned 5.9% a year. The […]

Zecco Dividend Reinvestment: More of a Hassle than Convenience

By Sun on Jan 18, 2008 in Brokerage, Investing | 4 Comments

I knew Zecco offers free dividend reinvestment, the only problem is I don’t know how to set it up.
When I logged into my account yesterday, I noticed that there’s a $20 dividend from my investment in Blackstone Group (BX) (not that I appreciate the money given how much the stock has dropped since it’s IPO). […]

Bookmarks