Money, Nursing, Food, Life.
by Long Pham
Most investors will never have to deal with the following types of investment accounts. They fit very specific needs and if you do ever have to deal with them, you will probably have (or should enlist) the help of a professional.
We may revisit these topics in detail at a much later date, but for Continue Reading
by Long Pham
I was very lucky to be exposed to investing during my last year of high school. For some reason investing sparked my interest and I became thoroughly involved. After completing Army basic training, I took a shot at investing with real money in a Roth IRA. At the time, the limit for a Roth IRA Continue Reading
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment September 2012 update.
| Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|
| VTSMX | 103.70 | 35.84 | 3,297.80 | 3,716.75 | 418.95 | 12.70 |
| VGTSX | 94.62 | 14.23 | 1,272.34 | 1,346.38 | 74.04 | 5.82 |
| VBMFX | 46.49 | 11.20 | 510.53 | 520.66 | 10.13 | 1.98 |
| Totals: | 5,080.67 | 5,583.79 | 503.12 | 9.90 |
Account Summary :
by Long Pham
It’s been over a month since I’ve last posted, and writing has been sparse even before that. If you have been keeping up with Budget For Wealth, you may have been wondering why.
Even before the birth of my daughter, my life was pulled in many different directions. It’s been tough balancing family life, working Continue Reading
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment August 2012 update.
| Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|
| VTSMX | 103.23 | 35.10 | 3,280.56 | 3,623.36 | 342.80 | 10.45 |
| VGTSX | 93.07 | 13.96 | 1,250.00 | 1,299.33 | 49.33 | 3.95 |
| VBMFX | 46.39 | 11.21 | 509.51 | 520.10 | 10.59 | 2.08 |
| Totals: | 5,040.07 | 5,442.79 | 402.72 | 7.99 |
Account Summary :
by Long Pham
The Monthly vs. Yearly IRA contribution timing experiment July 2012 update.
| Fund | Shares | Price | Cost Basis | Market Value | Gain/Loss | Gain/Loss % |
|---|---|---|---|---|---|---|
| VTSMX | 103.23 | 34.25 | 3,280.56 | 3,535.61 | 255.05 | 7.77 |
| VGTSX | 93.07 | 13.59 | 1,250.00 | 1,264.89 | 14.89 | 1.19 |
| VBMFX | 46.30 | 11.23 | 508.43 | 519.94 | 11.51 | 2.26 |
| Totals: | 5,038.99 | 5,320.44 | 281.45 | 5.59 |
Account Summary :
