Archive for June, 2007

Wells Fargo brokerage to change cash sweep options

Saturday, June 16th, 2007

Wells Fargo brokerage will be changing the cash sweep option. The following is a link from the Wells Fargo website:
https://www.wellsfargo.com/investing/cashsweep/
Although not mentioned on the webpage, I believe the new cash sweep options will take effect end of July.
The current existing money market sweep options have yields in the 4+% range. For example, the […]

Posted in Brokerage, Investing | 10 Comments »

Real yield of TIPS climbing

Monday, June 11th, 2007

The real yield of TIPS (U.S. Treasury Inflation Protected Securities) have been climbing in recent weeks. The 5-yr, 7-yr, 10-yr and 20-yr real yields are now close to 2.7%, which are new highs for the past 4 years or so.
The following charts show the historical and recent real yields. Data is obtained from the U.S. […]

Posted in Investing, Strategies | 1 Comment »

Portfolio return for May 2007

Wednesday, June 6th, 2007

For May 2007, my portfolio gained a very respectable 2.50%. Interestingly, this month is the twelveth consecutive month of positive returns for my portfolio. The last time my portfolio had a negative return was back in May 2006!

The returns from the individual asset classes in my portfolio are shown below. Emerging market equities and precious […]

Posted in Investing, My Portfolio, Portfolio Updates | No Comments »