personal finance - Stealth Wealth

personal finance

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

By Stealthy at 23 September, 2007, 11:34 pm

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 […]

Read More >>

Rebalanced 401k portfolio

By Stealthy at 23 September, 2007, 4:53 pm

I’ve changed my 401k contributions to:
25% - Fidelity Value Fund (FDVLX) - A Midcap Value Fund
50% - […]

Read More >>

Run like an efficient company?

By Stealthy at 5 September, 2007, 8:10 pm

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 […]

Read More >>

networth IQ now available for stealthy

By Stealthy at 5 September, 2007, 4:32 pm

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.

Read More >>

August review

By Stealthy at 3 September, 2007, 11:11 pm

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 […]

Read More >>

An investment opportunity or dead weight for my portfolio?

By Stealthy at 30 August, 2007, 6:13 pm

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 […]

Read More >>

Finally I got my new credit card in…

By Stealthy at 27 August, 2007, 11:13 pm

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 […]

Read More >>

My investment portfolio passed $5K today!

By Stealthy at 22 August, 2007, 9:27 pm

My investment portfolio, which includes my Sharebuilder, ESPP, and 401k accounts, is now standing at $5,240.89!  I transferred $250 to help me over the hump.  I’m working on getting to $7,500 by the end of the year.
I also had $1.12 in interest paid this month for my Money Market Account, which only had about $231 […]

Read More >>

Just one piece of advice…..how about TWO?!?

By Stealthy at 20 August, 2007, 8:39 pm

I was tagged by SavingDiva to continue Moolanomy’s My One Money Advice (MOMA) Meme. Moolanomy is trying to promote financial responsibility and awareness in our hyper consumption society.
The question: If you can give one advice, tip, or story related to money, what would you share?
Well I kind of brainstormed and tried to think of […]

Read More >>

Portfolio growing slow and steady

By Stealthy at 18 August, 2007, 11:13 pm

I was looking at some of my different graphs in Quicken and I found this one that shows how my investments have grown since the beginning of the year. I started out with $590 in January and by the middle of August I have $4,874. The investment accounts that are included are my […]

Read More >>