Stealth Wealth

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Christmas Bonus Time

Today I received my paycheck a week early along with a $750 Christmas bonus (more like $500 after taxes were taken out).  It's good to get the money early for shopping, but now I don't get paid for 3 weeks.  It's just psychological because I'm getting next weeks paycheck early, but 3 weeks seems like a long time.  Oh well... I haven't wrote much on the site because I ...

Doesn’t look like Friday will be a good day for my portfolio…

I checked on one of my holdings after closing and I saw where Coldwater Creek has fallen about 16% in after hours trading.   I'll be getting my ESPP statement next week. I'll be posting my numbers from that.  Also I'm trying to save up $2k to pay for my ESPP in one lump sum for the year.  That will boost my paycheck up by about $75 each paycheck. I'll ...

Ever heard of…

Allied Capital Corporation (NYSE: ALD)?  I've been looking for new places to put some of my money once I get out of my current holdings.  I'm looking for a somewhat more permanent home that pays dividends.  I want to start in January setting about half of my left over money into dividend paying companies and the other half into paying off one of my student loans.  This is ...

Are your holdings in your Value and Growth funds the same?

I was reading an investment blog and found this article that mentions that you should check your mutual fund holdings and compare them to make sure they are diversified from one another. The writer uses two funds as an example with one being Amerifunds Washington Mutual A (AWSHX) and the other being American Century Select Inv (TWCIX). One is classified as a value fund while the ...

Rebalanced 401k portfolio

I've changed my 401k contributions to: 25% - Fidelity Value Fund (FDVLX) - A Midcap Value Fund 50% - Rainier Small Mid Cap Equity (RIMSX) - A ...

Run like an efficient company?

Running your personal finances are not too much different than running the finances of a business. We all want to improve the bottom line right? We want to generate higher income every year. We want to cut expenses. Right? Well right now I'm working on setting up my personal finances to where I look at myself as a company. I'll be issuing 10,000 shares, ...

networth IQ now available for stealthy

I finally got all of my networth IQ stats transferred from my old account to my new one under stealthy.  Check it out if your VERY bored by clicking on the icon in the left bar.

August review

This month I have birthday money that I've deposited along with reimbursement from a trip I made for work. That is where my Misc. Income came from. I'm surprised that my total income was this high. Credit cards is higher because I had a $200 prescription. I had 2 tithe checks go through this month. Overall I think I had a pretty ...

An investment opportunity or dead weight for my portfolio?

Today Coldwater Creek shares fell $4.51 (-25.93%) to $12.88. About 3 months ago sold all of my shares that I held at $25.04. I'm VERY tempted to jump back in at this price of $12.88, which I believe is a market overreaction from the poor sales data that came out today. I know the sales is bad, but I don't think it was worth a ...

Finally I got my new credit card in…

Today I got my new credit card in the mail after the first one they sent got lost in the mail.  I haven't activated it yet because I've been at the Dr's office and hospital for most of the day due to kidney stones.  I had to buy $200 in medication, but ended up putting it on my old card that doesn't get rewards, which sucks. That's all the ...

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