Showing posts with label Financial. Show all posts
Showing posts with label Financial. Show all posts

Friday, May 31, 2013

Mortgage refinance

Signed the papers for our mortgage refinance, just before interest rates went up. This significantly reduces our interest and monthly payments, and reduces our overall payout.

Thursday, March 1, 2012

Funds March 1

Values per share from Jan 3 and now. I'm putting this in because "paying attention to funds" is one of my goals for the year.
  • Akre Focus (AKREX): 13.45 > 14.59 = +8%
  • Artisan International: 20.33 > 22.75 = +12%
  • Cullen High Dividend Equity: 12.99 > 13.24 = +2%
  • American Funds Europac R5: 35.95 > 39.78 = +11%
  • UMB Scout International (UMBWX): 28.77 > 31.68 = +10%

Tuesday, January 3, 2012

Funds

One of my goals is to pay more attention to my 401k at work, which is small enough that I can play around with it without worrying. Shares and their values right now are:
  • Akre Focus (AKREX): 13.45
  • Artisan International: 20.33
  • Cullen High Dividend Equity: 12.99
  • American Funds Europac R5: 35.95
  • UMB Scout International (UMBWX): 28.77