Archive for April, 2007

Fidelity offers limited free trades

Monday, April 9th, 2007

I received a flyer from Fidelity recently. It is offering free trades for one year to anyone who rollovers an IRA of more than $100k to Fidelity. It appears that the competition of free trades is heating up! Here is the LINK to the offer.

Lower your cost by switching to us (really?)

Saturday, April 7th, 2007

Well, you must have heard or received the following promotional line which goes like this “80% of our customers reported that they save an average of 20% or more by switching to us”. From my memory, companies that use this line of advertisement include Geico and State Farm insurance. More recently, I also received a [...]

Portfolio return for March 2007

Monday, April 2nd, 2007

My portfolio rebounded with a return of 1.63% in the month of March. For the quarter ending March 31, the portfolio’s return is 3.09%. For the month, international equities (large-cap, small-cap and emerging markets) and precious metal and mining equities are up the most, returning from about 3% to 4%. U.S. REITs are the laggards, [...]