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Portfolio Return for January 2010
Comments: PrecMetal equity fell about 12% in January. This contributed to a fall of about 0.5% to the portfolio. International equities, EAFE & EM, both also fell more than domestic stocks. These...
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Portfolio Return for February 2010
Comments: Rebalanced into INT EAFE. Moved 1% allocation from US SmallCap to US Timber. Related posts picked by plugin: February 21, 2011 — Portfolio Return for January 2011 (0) February 21, 2011 —...
View ArticleReducing income during retirement to qualify for healthcare subsidy
The recent passage of the healthcare overhaul has prompted me to look closer at the issue of early retirement. There is a choice to work less and spend more time with family. Or even retire early and...
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Portfolio Return for March 2010
Related posts picked by plugin: February 21, 2011 — Portfolio Return for January 2011 (0) February 21, 2011 — Portfolio Return for December 2010 (0) February 21, 2011 — Portfolio Return for November...
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Portfolio Return for April 2010
Comment: My portfolio caught up with the benchmark due to the heavy dose of PrecMetal equity, which outperform significantly in the month. Related posts picked by plugin: February 21, 2011 — Portfolio...
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Portfolio Return for May 2010
Related posts picked by plugin: February 21, 2011 — Portfolio Return for January 2011 (0) February 21, 2011 — Portfolio Return for December 2010 (0) February 21, 2011 — Portfolio Return for November...
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Portfolio Return for June 2010
Comments: Portfolio outperforms the benchmark by almost 2%, primarily due to Precious Metal equity and the MLP allocation. At first I thought this was a mistake until I did a rough verification with...
View ArticleSubstitute Dividend Payments in Margin Accounts
I have a margin account with eOption for a couple of years now. When I first signed up, they have among the lowest margin interest rates in the industry, They have since adjusted the rates upwards,...
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Portfolio Return for July 2010
Related posts picked by plugin: February 21, 2011 — Portfolio Return for January 2011 (0) February 21, 2011 — Portfolio Return for December 2010 (0) February 21, 2011 — Portfolio Return for November...
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Portfolio Return for August 2010
Related posts picked by plugin: February 21, 2011 — Portfolio Return for January 2011 (0) February 21, 2011 — Portfolio Return for December 2010 (0) February 21, 2011 — Portfolio Return for November...
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Portfolio Return for September 2010
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Portfolio Return for October 2010
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Portfolio Return for November 2010
Related posts picked by plugin: February 21, 2011 — Portfolio Return for January 2011 (0) February 21, 2011 — Portfolio Return for December 2010 (0) February 21, 2011 — Portfolio Return for October...
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Portfolio Return for December 2010
Notes: Portfolio shift to 8% Timber REITs and 8% MLPs completed. Also, fixed income increased to 35%. Related posts picked by plugin: February 21, 2011 — Portfolio Return for January 2011 (0) February...
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Portfolio Return for January 2011
Notes: Benchmark is changed to 75% Vanguard LifeStrategy Moderate Growth fund and 25% Vanguard Growth Fund (previous weighting was 50/50). This produces the equity/bond ratio of 65/35. Related posts...
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TD Ameritrade New Account Bonus
I recently took advantage of a TD Ameritrade new account bonus. This promotion can be accessed through http://www.tdameritrade.com/upto500 and runs through 7/15/2011. The fine print is as follows Offer...
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Setting up a Small Business 401(k) Plan (Part 1)
[Part 1: Selecting a provider, Part 2: Selecting the investment options] I was recently involved in helping to setup a 401(k) plan for a startup company. I thought I’d share the results of my research...
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Holiday Tree of Historical Returns
I saw this very interesting “Holiday Tree of Returns” figure and I’d thought I would share it. The returns are based on the US stock market, and the spread resembles a bell curve. I am encouraged to...
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Setting up a Small Business 401(k) Plan (Part 2)
[Part 1: Selecting a provider, Part 2: Selecting the investment options] In this second part, we look at some of the investment options selected for the 401(k) plan. As a recap, the following were the...
View ArticleMinimizing fees with Saturna HSA
This year I became eligible to contribute to a Health Savings Account (HSA). After reviewing many web resources, including HSA Search Boglehead’s HSA Wiki Morningstar’s 2017 HSA review I shortlisted...
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