SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : AIM Questions and Answers
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: RFH who wrote (94)1/20/2000 12:54:00 PM
From: OldAIMGuy  Read Replies (1) of 221
 
Hi Rob, Darn it anyway!!! I just finished a beautiful explanation of what to do and then SI blew it all away when I tried to post it! Well, let's see how good my ST memory is!

It would make perfect sense to go ahead and enter the current average cost of all the remaining shares as the starting value of the fund in Newport. Then, just as you have suggested, bring the portfolio current next week with the NAV of the fund at that time.

One thing is that there may be a problem with where the Hold Range will be once you have brought the account current next week.

You may want to take the remaining shares (about 813, I think) times the current share price and enter that value as the Portfolio Control. That will establish the account based upon current price rather than on some historical average value. Use SHIFT+F4 to bring up the PC Adjust window.

Next, to establish a credible Hold Zone you should review several years of the fund's history in graph form. See what it's historical highs and lows have been. Set the $$$ and Share minimums to where you would like them relative to your commissions. Next, using the What If window, try different Buy and Sell Resistance levels to bring the trade range into good focus within the historical highs and lows.

Please let me know how this works.

Best regards, Tom
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News