Archive for November, 2008

Portfolio return for October 2008

Tuesday, November 25th, 2008

October 2008 had been a dismal month. My portfolio lost 16.28%, bringing the year-to-date (YTD) return to a loss of 28.45%. This makes it into yet another worst year to date (YTD) return record my portfolio has ever experienced since I started tracking monthly performances in Jan 2004.
The YTD return of the benchmark, a 50:50 [...]

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

Just2Trade Versus TradeKing

Friday, November 21st, 2008

Recently I looked at two discount brokers in an effort to move my ETF holdings to a broker which can provide specific tax lot identification. The first broker is Just2Trade.com, and the second broker is TradeKing.com.
These two brokers are very similar. They both clear through Legent Clearing and both offer the MaxIt tax manager system, [...]

Posted in Brokerage, Investing | 5 Comments »