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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: Jack Jagernauth who wrote (9480)12/5/1999 12:47:00 PM
From: Larry Grzemkowski  Read Replies (1) of 18928
 
Hi Jack

I think I would have to agree with Tom and Bernie on having all the stocks in the basket within the same sector. If you have one stock in one sector flying high and one in another falling like a lead balloon then they could cancel each other out and the NAV would remain steady.

If you would track those individually with Newport one would be calling for a buy and the other for a sell. But your basket is neutral.

Just my opinion.

Larry G
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