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bumine

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bumine
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  • Thanks Shadow! Just reviewed Wasatch - looks like WAEMX is not scheduled for any distribution; last distribution was in 2010, and that was a paltry $0.0002. This may be part of year-end re-balancing :-(
  • Interestingly, I just finished reading about Prof. Andrew Lo in the current edition of Money magazine (came in the mail last night; page 87-91: Game Changers). Though I will never invest in his funds, but I like his interview, here are 3 quick take…
  • I use Gainskeeper (not free). This is mainly for my taxable accounts - it handles Walsh rule beautifully, corporate actions (splits/name changes, etc), options, and generates Schedule D. You can also link to TurboTax and other tax softwares. Other…