Archive for the 'Investing' Category

Old Money Versus New Money

If you make a change to your portfolio, say you add some more money into a fund, do you check the price the next day and see if your move made money? I do, and it doesn’t make much sense.
If I have some money in a fund, I don’t check the prices every day and [...]

Don’t Like Where Your Bet Is Going? Cancel It

I read this article in Financial Times: Nanshan deals with Goldman Sachs halted.
China’s securities regulator has ordered a state-owned power group to cancel oil derivatives contracts it signed with a Goldman Sachs subsidiary which would have exposed the Chinese company to losses if oil prices continued to fall.

A Chinese power producing company was concerned about [...]

Tax Loss Harvesting and Missing the Best Days

When news about the $700 billion bailout plan first came out last month, the U.S. stock market staged a big rally on September 18 and 19. The S&P 500 index rose 8.5% in two days. Respected author Larry Swedroe posted this on the Bogleheads forum on Sunday, September 21:
“It is often discussed about TLH [1] [...]

Overbalancing Continues

The stock market crashed last week. I continued with overbalancing although I slowed down the pace from my original plan because it’s hard to keep up with the speed the market was dropping. Both the U.S. and international broad market indexes crossed the 40%-off mark. My target stocks/bonds ratio is 70/30, up from 65/35 when [...]