Lately, I have been visiting open houses in Silicon Valley (San Francisco bay area), and I have spent quite some time talking to the real estate agents hosting the open houses. Like everywhere else in the U.S., the housing market has slowed considerably in the bay area, and I find that the agents are spending […]
My portfolio lost 5.29% in June 2008, bringing the year-to-date (YTD) return to a loss of 2.92%. This is the largest monthly loss my portfolio has ever experienced since I started tracking the monthly performances in Jan 2004. This loss dwarfed the next largest loss of 3.82% in November last year.
The YTD return of the […]
I am running out of tax-deferred space for my investment portfolio. But before going into the problem, here’s some background information.
Background
For tax reasons, it is desirable to place each asset class into the appropriate “investment location” (by “investment location”, I mean whether it is in the traditional IRA, Roth IRA or taxable account). To understand […]
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