Wednesday, January 21, 2015
Being Nice Has Its Rewards: A General Update
Recently Share Builder (SB) offered me a promotion for its new Portfolio Builder type account, which is essentially building an ETF or mutual fund portfolio. You set up what funds you want, and invest the amount you want divided the way you want. Each trade is done for $18.95. They offered me 1 free trade.
At first I misread the email, thinking I had a standard SB free trade I got excited and pondered how to use it. Then I read the details, and despite being disappointed hatched a plan. My plan was to ask SB if I could change the free trade into one for SB. I figured they say 'no', but I asked as nicely as possible and made it almost seem like I had little idea what was going on. Lo and behold, they replied with an offer of 2 free trades ($6.95 a piece) and asked if that was suitable. I said yes and thank you of course and had one placed in each account (Roth and taxable).
This brings me to a total of 3 free trades for this year: 2 regular trades and 1 automatic investment credit that I will get for my birthday. This addition of free trades also got me to thinking about pulling the trigger sooner on my next buy. My next big buy should be shortly coming in my Roth account. I have moved all the accumulated dividends and cash from my taxable account into my Roth in order to make this possible. So look forward to seeing that.
In the mean time I have added more Unilever, UL via Loyal3. However, I have not been able to add as much as I want because my car needs breaks and my wedding has a leftover cost. My wife wanted me to get her dress dry cleaned so she can store it away clean. You would not believe how much it costs to get that thing dry cleaned!
Long UL, see you soon.
PS - there will be a sports update with the Superbowl and NHL all-star break around the corner. I also have some potential leads on a side job, but hopefully that works out in the next few months.