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Strategies & Market Trends : Free Float Trading/ Portfolio Development/ Index Stategies

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From: dvdw©7/5/2007 9:59:18 AM
of 3821
 
Heads Up;here are some selected rotations based on issues which will not carry forward into the next SIP year; NN300,MD300, MD500, EM1000,EM2000,AA150, L0709*.

From the above L0709 is being deleted due to the change in Local, not company performance. I understand many may have the capability to manage this change seemlessly, others do not. Any profit taking is with respect for those whose accounts are not well suited to the listing going forward. The company is a keeper, but having it in a margin account may not work for some, making my task more difficult.

These then become sources of funding for whats to come, many have extra ordinary gains, so rotations will fund substantial units of certain new & existing opportunities.

The move in EM1000 has been extra ordinary. Some portion of any fractional deconstruction might be allocated to reweight up, L0706, which has a particularly strong underlying fundamental elements based on problems recently surfacing from china relating to food additives.

L0706 is being retained with the same code.
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