Weekly Newsletter   Challenge account


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 →

Posted by MartZee October 30, 2010

Portfolio monthly review – October 2010

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

Posted by MartZee October 04, 2010

Portfolio monthly review – September 2010

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

Posted by MartZee September 07, 2010

Portfolio monthly review – August 2010

Portfolio monthly review - August 2010

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 account, which Continue reading →

Posted by MartZee August 22, 2010

Picks 08/16 – 08/20

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 Club account, P2P lending investment which Continue reading →

Posted by MartZee August 15, 2010

Picks 08/09 – 08/13

My weekly review of how my portfolios did this bumpy 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 Club account, P2P lending investment Continue reading →

Picks 08/02 – 08/06

Picks 08/02 - 08/06

Another weekly review of my investing effort. You can review how my portfolios were doing this last week, 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 Continue reading →

Posted by MartZee August 01, 2010

Picks 07/26 – 07/30

Picks 07/26 - 07/30

This week the stock market was like a ride on a Roller coaster. Stocks were driven by sentiment and news about earnings. One day a great optimism about companies making great money switched to a pessimism that those same companies didn’t make as great deal as originally claimed. Sometimes I feel like it would be Continue reading →