Archive for August, 2008

Portfolio return for July 2008

Monday, August 11th, 2008

My portfolio lost 2.06% in July 2008, bringing the year-to-date (YTD) return to a loss of 4.92%. This makes it the worst year to date (YTD) return my portfolio has ever experienced since I started tracking monthly performances in Jan 2004.
The YTD return of the benchmark, a 50:50 split between the Vanguard LifeStrategy Moderate Growth […]

Posted in Investing, My Portfolio, Portfolio Updates | 1 Comment »

Wells Fargo “closed” my PMA account

Monday, August 4th, 2008

Early last year, I applied for the Wells Fargo PMA account package so that I can gain access to their free trade program. However, I did not regularly use the checking (PMA) account and didn’t think much of it. Then in March this year, I read from this Bogleheads post that the PMA account might […]

Posted in Brokerage, Investing | 13 Comments »