Stock Investment Blog

Posts Tagged ‘ROTH IRA’

Here is a monthly review of my Trading account, Roth IRA account and Lending Club account during a bit bumpy market. In November 2010 the market was correcting which was a great opportunity to buy more shares of stocks, mutual funds or ETFs cheaper.

Trading Account:
New stock picks Read the rest of this entry »

I am replacing ATIPX with a new mutual fund PAXHX in my account. I will not sell ATIPX yet, but I will not be buying this mutual fund anymore. I am “putting this fund on the shelf“. Reasons for not buying this fund anymore are:

ATIPX is no longer an NTF fund, so I cannot Read the rest of this entry »

Monthly review of my Trading account, Roth IRA account and Lending Club account

Trading Account:
New stock picks this month:
Stocks bought or added to portfolio this month:
10/19/2010   Bought  5.690  HSTIX  @  8.72
Stocks dropped Read the rest of this entry »

I decided to change frequency of reviewing and posting my portfolio reviews from weekly to monthly. Weekly reviews are not as important as I thought originally and due to time issues I am not able to keep up posting in such frequency. So here is the review of August 2010 of my Trading Read the rest of this entry »

My weekly review of my portfolios during the last week. You can review my Trading account, which is my aggressive portfolio where I buy individual stocks, my ROTH IRA retirement account which is my dividend investing portfolio (to which I am focusing the most right now) and my Lending Read the rest of this entry »

Trading Account:
New stock picks this week:
Stocks bought or added to portfolio this week:
none
Stocks dropped from portfolio this week:
none
Stocks watched this week:
none

Existing & new holdings:

Symbol
Qty
Last
Gain($)
Gain(%)
Stop
ATR
Risk tostop (%)

V
20
71.45 
-93.19
-6.12
67.28
2.3500
-11.60

Contribution Read the rest of this entry »

Some time ago when the entire market was going down I was thinking how else I could boost my savings to create wealth faster than just by saving 0 a month. I was thinking whether to take a second job or not, or how to increase the money I can invest. This is [...]This is a post Read the rest of this entry »

Trading Account:
New stock picks this week:
Stocks bought or added to portfolio this week:
none
Stocks dropped from portfolio this week:
none
Stocks watched this week:

Existing & new holdings:

Symbol
Qty
Last
Gain($)
Gain(%)
Stop
ATR
Risk tostop (%)

V
20
76.66 
11.01
0.72
67.28
2.8900
-11.60

Contribution Read the rest of this entry »

Yesterday Alpine Total Dynamic Dividend Fund (AOD) dropped significantly down in price and today it continued down as well at the same speed as yesterday. On discussion boards I could find busy discussion why that happened. Mostly the concern was about a recent article by Dan Plettner Read the rest of this entry »

Trading Account:
New stock picks this week:
Stocks bought or added to portfolio this week:
06/16/2010 Bought 20 V @ 76.1094
Stocks dropped from portfolio this week:
none
Stocks watched this week:

Existing & new holdings:

Symbol
Qty
Last
Gain($)
Gain(%)
Stop
ATR
Risk tostop Read the rest of this entry »