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My Investment Holdings

by Flexo

I was wondering how my investments were doing this year, so I whipped up a table. It appears my managed funds have generally outperformed my index fund. Some notes: * My 401(k) was recently rebalanced (it’s automatic on a quarterly basis). * The YTD Return is annualized based on either the most recent information or ... Continue reading this article…

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Commissions Still High

by Flexo

A quick side note: Did you know you could subscribe to Consumerism Commentary? Simply use this RSS link in your favorite reader, such as BlogLines! It’s the perfect way to be sure you don’t miss anything. In general across a broad variety of services, competition has been driving commissions down. The internet has certainly helped ... Continue reading this article…

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Bernanke’s Portfolio

by Flexo

Ben Bernanke is the guy who, if confirmed, will be the most visible individual and listened-to voice in regards to the United States economy. So his portfolio should tell us a little about his market philosophies. Here’s his financial disclosure form from 2003. Henry Blodget analyzed his portfolio and discovered: * He’s rich, but not ... Continue reading this article…

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Sweep Account Interest Rates

by Flexo

Any investment account at a brokerage usually has an associated cash account in which proceeds from sales and dividends are deposited, usually in the form of a money market fund. According to this free Wall Street Journal article, investment banks are purposely moving investors’ cash funds into accounts that earn less than typical money market ... Continue reading this article…

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$50 Bonus From ShareBuilder

by Flexo

Updated June 24, 2010. Jonathan at MyMoneyBlog tipped me off to a deal at ShareBuilder, an online brokerage that lets customers invest small amounts with a low fee structure. I didn’t qualify for Jonathan’s CostCo discount as I’m not a member of the shopping club. It did inspire me to perform a Google site search ... Continue reading this article…

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Carnival of Personal Finance #8

by Flexo

Welcome to this week’s Carnival of Personal Finance (basic introduction, schedule) and welcome to Consumerism Commentary (about, best of) to any new readers! This is the eighth installment of the Carnival. In this issue: Designer Pets. Free Money Finance discovers the latest craze for dog owners, crossing poodles with other breeds, giving us wonderful breednames ... Continue reading this article…

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Friday Reading

by Flexo

Here’s what I’m reading today, updated throughout the day as I feel like it. Jim Jubak sees a revolt pertaining to property taxes and the Alternative Minimum Tax. Prediction: Oil will either spike to $100 a barrel or it will drop. There is a third possibility that the price will do neither. In conclusion, no ... Continue reading this article…

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More Changes

by Flexo

As I’m getting ready to post my financial reports for April, I’m making some changes to my accounting methods. I would like to get this information out in the open in case anyone has any questions or suggestions ahead of time. This would allow me to make changes if necessary, but I think everything’s going ... Continue reading this article…

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