This is an update to my previous post “Tradeking is holding my money hostage“.
After my complaint to Finra, Tradeking’s Chief Compliance Officer (CCO) contacted me to inform me that I would be able to withdraw my shares 60 days after the last ACH deposit to Tradeking.
After the 60 days had passed, I submitted a request [...]
In January 2009, my portfolio lost 8.5% while that of my benchmark, a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy Gowth fund, lost only around 7.2%. This can be attributed to the relative outperformance of US LargeCaps, which is a huge component in the benchmark.
Individual Asset Classes
As we can [...]
This is a really late post so I will just keep it short. My portfolio gained 6.38% in December 2008. However, this is small comfort since the portfolio lost a whopping 28.2% for the entire year.
The YTD return of the benchmark, a 50:50 split between the Vanguard LifeStrategy Moderate Growth fund and the Vanguard LifeStrategy [...]
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