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Strategies & Market Trends : A.I.M Users Group Bulletin Board
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To: matvest who wrote (14092)12/26/2000 1:36:22 AM
From: aptus  Read Replies (3) of 18928
 
Hello Larry,

To add new shares in Automatic Investor, you would use the "Adjust Shares" function on the "Tools" menu. This will allow you change the number of shares and the price per share without affecting the portfolio control. If you then want to change the portfolio control, you would use the "Adjust Portfolio Control" function (again on the "Tools" menu).

The correct way to handle dividends is to treat them as new cash and invest the appropriate portion in equities and the remainder in cash. Then adjust the Portfolio Control by the amount invested in stock. Others may tell you that's not the case, but in fact, it really is. If you'd like me to expand on the reasons behind it, please let me know.

Regards,
mark.
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