The election of Donald Trump as president of the United States and the Brexit vote came as a surprise to many and is triggering questions of whether this is a sign of broader changes in the global order.
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Friday, April 28, 2017
Politics: A time for change?
Wednesday, April 26, 2017
Exploring the Vanguard REIT Index Fund (VGSIX): A Comprehensive Overview
One of the most significant advantages of VGSIX is its diversification. The fund holds shares in numerous REITs spanning various sectors within the real estate industry, such as residential, commercial, industrial, and healthcare properties. This diversification can help spread risk and reduce the impact of a downturn in a particular segment of the real estate market.
Wednesday, April 19, 2017
Loyal 3?
Thank you for being a LOYAL3 customer. We have important news: we've entered into a transaction that will provide LOYAL3 customers with a new, larger platform and more services.
Net worth March 2017
I just noticed that vanguard provides me detailed monthly document on my investment changes. I thought I will start adding it to my blog.
As of March 31, 2017:
Individual brokerage account: +11. 9% (month-on-month)
Individual brokerage account: +50.92% (quarter-on-quarter)
Established annual income: $336.57
Tuesday, April 18, 2017
Yield surge: Remember the real role of bonds
Bond rates continue to make headlines as the U.S. economy picks up steam and the Fed raises interest rates again.If you're feeling unsettled by the upward trend in yields, it might be helpful to remember why you invest in bonds: They can provide stability for your portfolio when stock market volatility increases.
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Monday, April 17, 2017
Update: Roth IRA
After some amount of research I have decided to open a Roth IRA account. I like the flexibility of withdrawing the principle without any tax implications. This gives me a chance to grow my dividends (without losing a big chunk to IRS). As a big fan of vanguard, it made sense that I open my Roth IRA @ Vanguard. I will be investing in Vanguard Wellington Fund Investor Shares (VWELX)
It offers exposure to stocks (about two-thirds of the portfolio) and bonds (one-third). Another key attribute is broad diversification—the fund invests in stocks and bonds across all economic sectors.
Monday, April 3, 2017
Mastering Your Investment Journey: The Four Pillars of Financial Success
Saturday, April 1, 2017
Dividend Income Update – 2017 Q1
This quarter is very important and special for me. I have been dividend investing since 2015, but it's only the second time that I have been able to consistently save and add to my portfolio. Since, I have already written a post on my dividend income for March 2017, this post is mostly about my Quarter On Quarter (QOQ) performance.