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Fidelity's new tool

April 17, 2014 – Comments (8)

Fidelity just added a new tool that's sort of scary.  It's something I've tried to emulate for years with Excel spreadsheets but with little success.  They have tracked every contribution to each account I hold there for the life of my accounts, and allowed me to evaluate returns like I would evaluate any other mutual fund - on an absolute or annualized % return basis, time-weighted for the contributions made midyear, for 1-year, 3-year, 5-year, and life-of-fund.  [more]



Long dated options after acquisition/bankruptcy?

February 06, 2014 – Comments (8)

So I was having a Shower Thoughtâ„¢ today and it occurred to me that I don't know what happens to long dated stock options after M+A activity or a bankruptcy.  [more]



Fair trade?

February 05, 2014 – Comments (6) | RELATED TICKERS: FB , BRK-B

I like looking at market caps.  [more]



What's left behind

January 23, 2014 – Comments (5) | RELATED TICKERS: PBPB , TTWO , PCL

I considered calling this blog entry "Too Soon to Gloat?" but, really, it is too soon.  My massive slash and burn sale last week - I sold 2/3 of my entire portfolio, and 3/4 of the stock portion; has saved 1.5% of paper losses on my entire portfolio, net of commission.  So that's great, but I'm still not sure that we won't get a reversal and get up to my target of S+P 1920 before we see the big pullback.  I'm waiting for the big pullback and expect it; and I intend to get back in, I never lost faith in stocks.  [more]



That lonely sinking feeling

January 17, 2014 – Comments (12) | RELATED TICKERS: MGM , PSX , PM

The Cowboy Junkies are probably not whom you turn to when you are looking for investment advice, but I was looking at DragonLZ's recent blog entry about how to know when the market is topping and thinking about gut feelings, technicals, and valuations and I find myself in the same boat - I don't like this market, not one bit.  [more]

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