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

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To: Jhende who wrote (9922)1/10/2000 6:06:00 PM
From: OldAIMGuy  Read Replies (1) of 18928
 
Hi John, If you plan on continuing the account just as it was but with a different fund, then all you need to do is bring up the fund in question, go to the Maintenance screen, change the symbol, name, and number of shares shown. This will keep the long term history, p&l and other information current and give you the new buy/sell range of the new fund.

If you are running a Newport fund account and want to start to treat it as a TWINVEST account that's very easy. What you will do each investment period is to use the TRADE window and the ADD BOTH option for adding both stock and cash. This will advance the Portfolio Contro, etc and keep things rolling along.

Since you may get periodic Sell signals, I'd suggest doing 'vealies' at those points since you don't want to be selling when you are periodically buying. An interesting idea in a really bad market might be to not only do the Twinvest additions, but to also follow AIM's buy advice should it dip far enough to trigger an AIM related buy.

Best regards, Tom
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