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Strategies & Market Trends : A.I.M Users Group Bulletin Board
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To: Steve Grabczyk who wrote (13448)11/4/2000 10:50:14 AM
From: OldAIMGuy  Read Replies (1) of 18928
 
Hi Grabber, I should probably take a drive over to see Andy one of these days before the snow flies here. We had 34 deg.F this AM. Reminded me that Fall is essentially over.

It looks like the lawn is going to need a November cut before taking its nap. There's still leaves in the maple trees which amazes me. We've had a pretty mild Fall here on the lake shore. We were in LaCrosse last weekend and their leaves were all down. I think they'd had a deeper frost there than here. Today dawned clear, cool and beautiful; maybe I'll mulch leaves and cut the grass.

For my overall portfolio I treat as though it were a mutual fund and so keep my overall cash reserve targeted on the IW's Mutual Fund setting. However, each stock is allowed to seek its own high water mark with the IW's individual stock Cash Reserve suggestion as a goal.

If you are in the "diversification" stage of building out your portfolio, then "vealies" are probably good to avoid. Cash Cow your winners to diversify. I'm all through diversifying. If anything, I'm trying to cut back and contain the number of issues I have to follow. It's like trying to read thirty books all at once and keep all the stories straight!

Have a great time lounging today!
Tom
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