Portfolio Return for November 2009
Monday, January 18th, 2010Comments: Portfolio made a huge gain of almost 4.5% in the month.
Archive for the 'Investing' Category
Adios to Wells Trade
Friday, January 15th, 2010As I was reviewing some old notes I had of Wells Trade, the investment arm of Wells Fargo, I see a trend that Wells Fargo has been trying hard to make some money out of these “free-trade” accounts:
02/2008 : Introduced 100 free trades for PMA package with $25k or more.
08/2008 : Eliminated the respectable money [...]
Portfolio Return for October 2009
Friday, November 6th, 2009Comments: Portfolio was on track to gain for the fourth month in a row until the last week of October. In the end, the portfolio had a small loss of 1.66%. Took the opportunity to rebalance out of US LargeCaps and PME into US SmallCaps, US Timber/REITS and International EAFE equities.
