Comments for indexfundfan @ indextown

Comment on Refinance Started by indexfundfan @ indextown » Blog Archive » Refinance Still In Progress

indexfundfan @ indextown » Blog Archive » Refinance Still In Progress — Thu, 05 Nov 2009 18:58:08 +0000

[...] is a short update about my refinance, which was started about one month ago. It is still in progress. The appraisal has been done, value came up to be OK but the credit union [...]

Comment on Portfolio return for May 2008 by Kelli Garner

Kelli Garner — Sat, 26 Sep 2009 06:15:49 +0000

Really nice posts. I will be checking back here regularly.

Comment on Tradeking changes its ACH holding time to 60 business days by indexfundfan

indexfundfan — Fri, 25 Sep 2009 19:20:48 +0000

Sarah, if you want to transfer out of Tradeking, they will charge a ACAT-out fee ($50 I believe).

But you might perhaps want to try to move to OptionsHouse which has many good reviews on FatWallet. Currently, OptionsHouse will also reimburse your ACAT fee, which would make your transfer out a no-fee proposition.

Are your holdings in TK purchased with money that you ACH in? If so, wait 60 days from your last ACH-in transfer before submitting the request to transfer. It should go through. If they disallow it, request for the reason and if it is unreasonable, file a complaint with FINRA.

By the way, some of my holdings are now with eOption.com. I went with them initially because of their very low margin rates. They subsequently increased their rates but they agreed to keep the old margin rate schedule for me when I complained.

Comment on Tradeking changes its ACH holding time to 60 business days by Sarah

Sarah — Fri, 25 Sep 2009 19:05:32 +0000

I have positions in tradeking that I wish I never transferred from Zecco what do you suggest I do I really want to move it to interactive brokers or think or swim but I’m afraid I’ll experience the same thing you’ve gone through I’ve already had enough issues with them as it is I don’t need anymore.
All my positions are at a profit but I still don’t want to sell considering how I got in them all at really great prices.
TIA

Comment on Tradeking is holding my money hostage by Geroge

Geroge — Fri, 25 Sep 2009 18:58:55 +0000

Tradeking is the worst broker worse than Zecco and I never thought I’d say that given all the problems Zecco had when they first started, I’ve never had so many issues with a broker in my 22 yrs of trading
but then again I never thought I’d see the Dow at the 6,000 level.

Comment on Portfolio Return for August 2009 by Guzzo

Guzzo — Tue, 15 Sep 2009 08:20:34 +0000

Oh, I wasn’t looking for precise numbers, just a guesstimate.

We know the markets can change in an instant and gains could easily become losses, but guesstimate-wise and including my continued DCAing, it’s nice to be back in the “plus” column.

Comment on Portfolio Return for August 2009 by indexfundfan

indexfundfan — Sat, 05 Sep 2009 07:53:16 +0000

Guzzo, I lost 28% in 2008. The gain this year so far is 18%. (1-0.28)*(1+0.18) = 0.85. I suppose I am still down by about 15% from the end of 2007.

I cannot look at the absolute numbers because I have been making contributions throughout this period.

Comment on Portfolio Return for August 2009 by Guzzo

Guzzo — Sat, 05 Sep 2009 07:43:43 +0000

I’m just about back where I was before the crash. How about you? Looks like you may be in the same position.

Comment on Moved my web hosting out of 1&1 by mirko

mirko — Fri, 21 Aug 2009 18:05:57 +0000

You did good. It won’t just save you money it will also save you headaches. 1&1 absolutely sucks. Make sure you have canceled properly because you will hear from their collections company.

Comment on 1and1 web hosting hiking fees by 40% by indexfundfan @ indextown » Blog Archive » Moved my web hosting out of 1&1

indexfundfan @ indextown » Blog Archive » Moved my web hosting out of 1&1 — Fri, 21 Aug 2009 16:26:56 +0000

[...] 1and1 (1&1) webhost is increasing the hosting fees by 40% from $4.99 per month to $6.99 per mont…. I have moved the website to Arvixe Personal’s Class hosting which offers “unlimited storage and bandwidth” and includes one domain name registration. I made a one-time payment of $72 for two years, which averages out to be $3 per month. The new price is less than half of 1&1’s new fee. [...]

Comment on Tradeking changes its ACH holding time to 60 business days by indexfundfan @ indextown » Blog Archive » Higher new fees at Tradeking

indexfundfan @ indextown » Blog Archive » Higher new fees at Tradeking — Thu, 06 Aug 2009 05:01:48 +0000

[...] my bout of issues (Tradeking is holding my money hostage and Tradeking changes its ACH holding time to 60 business days) with Tradeking, I haven’t actively used my Tradeking account. Recently, I happen to notice [...]

Comment on “Tax-free” Dividends from Timber REIT investing by indexfundfan @ indextown » Blog Archive » Squeezing out more tax efficiency from my portfolio

Thu, 30 Jul 2009 20:25:26 +0000

[...] US Timber REITs PCH, PCL & RYN: 0% taxed due to my enormous capital losses accumulated (see related post “Tax-Free Dividends from Timber REIT Investing” HERE). [...]

Comment on Two stock transfers completed by indexfundfan @ indextown » Blog Archive » Slow ACAT withdrawal from Sogoinvest

indexfundfan @ indextown » Blog Archive » Slow ACAT withdrawal from Sogoinvest — Thu, 30 Jul 2009 20:20:54 +0000

[...] The transfer was completed on 4/26/07. See my post HERE. [...]

Comment on Squeezing out more tax efficiency from my portfolio by indexfundfan @ indextown » Blog Archive » Portfolio Return for May 2009

indexfundfan @ indextown » Blog Archive » Portfolio Return for May 2009 — Thu, 30 Jul 2009 17:31:09 +0000

[...] Change: Added MLPs which distribute dividends as PIK (payment-in-kind) : KMR & EEQ. This whole business with mega-bailouts and deficits from an administration that clearly will hike taxes in the near future caused me to re-examine my portfolio to try to squeeze out more tax efficiency. [...]

Comment on 1and1 web hosting hiking fees by 40% by indexfundfan

indexfundfan — Thu, 30 Jul 2009 17:29:43 +0000

Thanks Mike. I will also look into that.

Comment on 1and1 web hosting hiking fees by 40% by Mike

Mike — Thu, 30 Jul 2009 10:17:57 +0000

I’m pleased to tell you that I’m happy with ANHosting, but it’d not as cheap as the ones you mentioned. But, I hardly ever had downtime and they repsond to my questions/conerns promptly.

Comment on 1and1 web hosting hiking fees by 40% by indexfundfan

indexfundfan — Fri, 24 Jul 2009 16:23:07 +0000

Hi drizzt, my current shortlist is Arvixe.com. I had planned to sign up with Arvixe maybe one or two years back but never got the incentive to deal with the trouble of moving my site. Now, I do have an incentive.

I am looking at Arvixe’s 2-year plan for $96 ($4 a month) with unlimited bandwidth and storage. If I am not happy with the service, I get the money back within the first 60 days.

Which is your current webhoster now?

Comment on 1and1 web hosting hiking fees by 40% by Drizzt

Drizzt — Fri, 24 Jul 2009 16:12:41 +0000

hi boss, do tell me which new host you chosen. im thinking about my hosting options as well.

Comment on Flexible spending account : which income earner should contribute? by indexfundfan

indexfundfan — Tue, 14 Jul 2009 23:30:45 +0000

Legally, you can’t double-dip. The $5k FSA limit is per family.

Comment on Flexible spending account : which income earner should contribute? by Moria Ureda

Moria Ureda — Tue, 14 Jul 2009 23:16:12 +0000

Can double income families double dip i.e. can we each enroll in our respective compancy programs and submit my daycare/medical reciepts to both companies FSA’s. I would appreciate your opinion on both the legality and the ethics of this question?