Posted by Martin February 06, 2014

New trade – MasterCard (MA) buy long stock – building my ROTH

New trade – MasterCard (MA) buy long stock – building my ROTH

Today I bought 16 shares of MasterCard (MA) stock. It was a long wanted trade, but I never did it. At first I bought Visa (V) a few days after IPO for $45 a share and a few months later I sold it for $55 a share.   (MORE: January Recap – Compounding Income)   Continue reading →

Saving cash through commission free ETFs – the end of a cycle

Saving cash through commission free ETFs - the end of a cycle

Small investors who are at the beginning of their investing journey and do not have big pile of cash on hand face a problem how to manage their cash. You probably have the same problem if you can save only $100 or $200 monthly.   (MORE: My Growth Portfolio Update)     What would you Continue reading →

New trade – Kinder Morgan Partenrship (KMP) – initial position – building my ROTH

New trade - Kinder Morgan Partenrship (KMP) - initial position - building my ROTH

Today, I added a new stock position to my ROTH portfolio. The added company is Kinder Morgan Partnership. I have this stock in my taxable account as well, but I wanted to have this stock in my ROTH too. Therefore I opened a new position. This trade is the last trade adding a new stock. Continue reading →

New trade & adjustment – AGNC, PSEC & VNR long stock – building my ROTH

New trade & adjustment - AGNC, PSEC & VNR long stock - building my ROTH

Today I maxed out my contributions to my ROTH IRA account! I am quite excited about it. Now, I will continue contributing to my regular taxable account until the end of the year. When the new year 2014 starts I will resume contributing to my ROTH IRA as long as I max it out again. Continue reading →

Trade adjustment – Realty Income (O) addition – building my ROTH

Trade adjustment - Realty Income (O) addition - building my ROTH

It almost makes no sense writing about this stock. It is one of my favorite REIT stocks and it will stay my favorite stock as long as it continues paying monthly dividends and raising them regularly. Realty income makes money by buying properties and renting them. Their income is from rentals unlike mREITs which are Continue reading →

New trade – Prospect Capital Corporation (PSEC) – building my ROTH

New trade - Prospect Capital Corporation (PSEC) - building my ROTH

Here is my first trade under a new direction or goal (which was supposed to start next year, but due to completing my previous earlier I could start a new one earlier too). I am excited to be able fully focus on my ROTH IRA investments right now as my last year’s goal has been Continue reading →

Posted by Martin May 20, 2013

Commission free wealth building new trade RWX

Commission free wealth building new trade RWX

Another recent flow of trades I realized last week on Friday was a purchase of a commission free ETF SPDR Dow Jones International Real Estate ETF (RWX). This trade is a part of my small money investing experiment. Thus on Friday I invested $91.18 to buy 2 shares of this dividend paying REIT. This ETF Continue reading →

Posted by Martin May 13, 2013

Trade order adjustment – SPDR EURO STOXX 50 (FEZ) in ROTH IRA

Today’s mixed trading session ended SPDR EURO STOXX 50 (FEZ) price movement within my expectations. As I wrote in my previous post “How to invest with small money” I would invest in this ETF to take advantage of investing small money into a commission free ETF. Investing into FEZ is basically an experiment to me. Continue reading →

Posted by MartZee December 02, 2010

Portfolio monthly review – November 2010

Portfolio monthly review - November 2010

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.

Posted by MartZee November 30, 2010

PAXHX replacing ATIPX in my ROTH IRA account

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 Continue reading →