November 2008 had been another losing month for my portfolio but the losses in percentage-wise is less severe than that in October 2008. My portfolio lost 5.67%, bringing the year-to-date (YTD) return to a loss of 32.51%. This makes it into yet another worst year to date (YTD) return record my portfolio has ever experienced [...]
Thanks to reader Buddy Hall’s feedback, I now know that Wells Fargo has just added tax-lot trading to their online system. Now, there is “no more calling into a broker after sale to identify your tax lot sold. Wells Fargo offers new web interface to specify shares from tax lots to be sold.”
The link to [...]
In a previous post, I wrote that Tradeking is holding my money hostage.
Basically the issues started after I indicated my intention to transfer my business elsewhere. Tradeking started a lock-down on my account, restricted my account and then told me that any money that I transferred by ACH to them cannot be returned for 60 [...]
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