Archive for March, 2007

Wells Fargo’s Free Trade : ACH & Cost Basis

Friday, March 9th, 2007

This post is another of a series of post about Wells Fargo’s Free Trade program using their PMA package.
ACH (electronic money) transfers
Before going into ACH transfers, let me first clarify on the accounts. Wells Fargo’s free trade program requires a minimum of two accounts: 1) the checking account (part of the PMA package) and 2) [...]

Vanguard FTSE All World Ex USA ETF debuts

Thursday, March 8th, 2007

After a delay of about one week, Vanguard’s FTSE All World Ex USA equity index ETF (ticker VEU) finally started trading today. It ended the day with a respectable volume of more than 110k shares. Looking at the intraday trading action, the spread is on average no more than 8 cents per share.
I think this [...]

Portfolio return for February 2007

Tuesday, March 6th, 2007

The last week of February 2007 saw a “tiny” correction in the equity markets worldwide. I say “tiny” because my portfolio’s value is not impacted too negatively; in fact it still managed to eke out a 0.01% gain for the month. Year-to-date-wise, the portfolio is up by 1.44%.

However, if we look at the [...]