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Investing

30 Free Trades per Month from BoA

Posted by Sun on October 11, 2006 (0) Comment

Bank of America is now offering $0 equity trade for customers with $25,000 or more in all asset across BoA deposit accounts, including checking, savings, and CDs.
Offer available with an individual or joint Banc of America Investment Services, Inc. (BAI) Self-Directed Brokerage account. If you have a combined total of $25,000 or more in [...]

Categories : Investing Tags: No Tags

I Like The New Yahoo Finance Chart

Posted by Sun on October 10, 2006 (0) Comment

I only discovered the new Yahoo Finance Chart yesterday and really like it. I used to go to place like BigChart.com for detailed, interactive charts, but now it seems I can get all I want from Yahoo.

What I like the most is the way I can change the time range. At the bottom of [...]

Categories : Investing, Tools Tags: No Tags

September 2006 Score Card — Part IV: Asset Allocation

Posted by Sun on October 9, 2006 (0) Comment

This is the last item on the September 2006 score card: asset allocations of the taxable accounts.
In addition to investing regularly in our retirement accounts (401(k)s, Roth IRAs), I also have some stocks, ETFs, and mutual funds in taxable accounts. Right now, these accounts serve as supplements to our retirement investments. When it comes [...]

Categories : About me, Investing, Mutual fund, Net worth, Stock Tags: No Tags

“How to Invest When You’re Young”

Posted by Sun on October 4, 2006 (0) Comment

This is the title of an article from Kiplinger's Personal Finance. The article suggested several options to start investing with a small amount of money (less than $500). According to the article, youngsters can start stock investment with Sharebuilder, which charges $4 for each transaction. For the long-term, the article brought up a couple of [...]

Categories : Investing, Mutual fund Tags: No Tags

Net Worth Update

Posted by Sun on October 4, 2006 (2) Comment

One of my mutual fund holdings, Columbia Strategic Investor Z (CSVFX), lost more than $2.60 in NAV on September 20th. At that time, I thought it must be due to income distributions. But I forgot to check my account from their website and didn't take the distribution into consideration when calculating my September net worth.
Last [...]

Categories : About me, Investing, Mutual fund, Net worth Tags: No Tags
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