QuestForAMillion.net

I’ve been testing out investment ideas in my IRA over the last few months. I tried No-Load FundX, Trader Vic strategies, gold, and a couple of other things. I never gave any of them enough time before I’d move on to the next one. All it has done is cost me money. Well no more! […]

The more I learn about economics and how government actions affect the economy, the more I’m convinced we’re coming upon a period of high inflation. Wikipedia defines inflation as a rise in the general level of prices over time. The Consumer Price Index (CPI) is the most generally accepted measure of inflation. A rising CPI […]

In a recent post I gave an update on what I’m investing in now. Well, things have changed a little. I sold the DOG position for a loss. I really don’t think the markets should be going up right now but they’re headed more up than down. Since I think I see a direction and […]

The start of 2008 has been brutal for the stock market. Despite my recent vow to be a passive investor, I just haven’t been able to do it. I liquidated all the holdings in my Rollover IRA to move it over to Wells Fargo so I could get free trades. It took less than a […]

My company offers both Non-Qualified Stock Options (NQSOs) and an Employee Stock Purchase Plan (ESPP). I was granted a number of NQSOs when I started with the company and I’ve recently joined the ESPP. The ESPP allows employees to buy company stock at a 15% discount to the fair market value (FMV) of the stock […]

Despite my portfolio review and new investing direction I posted in September, I sold everything in my Rollover IRA on Friday. Actually I only did this because I’m moving the account to Wells Fargo so I can get free trades. I did have the option of just transferring the securities held in the account, but […]

I sold our holdings in FXE yesterday. I originally bought the shares to take advantage of the trend of the falling dollar. The short-term trend was broken yesterday and Friday so I sold the position for a small gain. The trend being broken wasn’t my only reason for selling though. For one, I don’t want […]

Well, I did it. I probably shouldn’t have but curiosity got the best of me. I went and calculated how much I cost myself by selling all my stock market holdings in the middle of September. It amounts to about $40,000. Ouch!
But I have to say I’m much more relaxed about my portfolio now. I’m […]

Both my in-laws and my wife’s grandmother have a propensity to give our children savings bonds a couple times a year, usually around their birthdays and Christmas.  I thought I was doing a good thing when I talked my in-laws into giving I bonds rather than EE bonds, but we could never dissuade Grandma from […]

Got out of Apple today at $144.00 for a $200 gain before commissions.  I then put 10% into IWR, the midcap ETF, and most of the rest into SPY, the S&P 500 tracking ETF.  I did make a small tweak to the plan and put 5% into FXE, an ETF used to track the Euro […]