Archive for July, 2009

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Squeezing out more tax efficiency from my portfolio

Thursday, July 30th, 2009

My portfolio is currently allocated as follows: US LargeCap 11% US SmallCap 8% US REITs 4% US Timber REITs 4% US MLP (PIK dividends only) 4% INT EAFE 20% INT Emerging Market 11% PreciousMetal Equity 5% Fixed Income 33% The ranking of the asset classes, in terms of tax efficiency (based on historical dividends), are [...]

Posted in Investing, My Portfolio, Strategies, Tax Issues | 1 Comment »

1and1 web hosting hiking fees by 40%

Friday, July 24th, 2009

The current web hosting service that this blog is hosted on (1and1.com) has given me notice that they intend to hike the fee by 40%, from $4.99 per month to $6.99 per month. They were even pleased to announce this to me: We are pleased to unveil the new 1&1 Home Package with more web [...]

Posted in Admin, Technology | 5 Comments »

Portfolio Return for June 2009

Thursday, July 23rd, 2009

Comment: Completed my 4% allocation into MLPs with PIK dividends in the taxable account.

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

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