Archive for the 'Investing' Category

TD Ameritrade New Account Bonus

Saturday, June 4th, 2011

I recently took advantage of a TD Ameritrade new account bonus. This promotion can be accessed through http://www.tdameritrade.com/upto500 and runs through 7/15/2011. The fine print is as follows Offer valid for one new Individual, Joint or IRA TDĀ Ameritrade account opened by 07/15/11 and funded within 30 days of account opening with $2,000 or more. To [...]

Portfolio Return for January 2011

Monday, February 21st, 2011

Notes: Benchmark is changed to 75% Vanguard LifeStrategy Moderate Growth fund and 25% Vanguard Growth Fund (previous weighting was 50/50). This produces the equity/bond ratio of 65/35.

Portfolio Return for December 2010

Monday, February 21st, 2011

Notes: Portfolio shift to 8% Timber REITs and 8% MLPs completed. Also, fixed income increased to 35%.