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Strategies & Market Trends : Fundamental Value Investing

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To: Sergio H who wrote (2378)10/3/2012 9:58:31 AM
From: The Ox  Read Replies (1) of 4719
 
For simplicity sake, why don't we just use the cash to buy one stock, the worst performer in each portfolio. Limit buying to whole #s, no fractions of a share. Purchases using the cash to be made on the third Friday of February.

Annual review to start the 1st of June.

Changes, if any needed to mirror WB's changes, to take place the 3rd Friday in August.

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If we wanted to stick to the buying of 2 stocks in each group, I suggest raising the cash starting level as noted below.

One option would be to add to our portfolio's starting cash level, the difference between what WB's portfolio cost and what ours did: 49579.93-49339.09=240.84, so that both portfolios start with the same value....if we wanted to level the starting point.

2nd option would be to add to both portfolios beginning balance cash levels to bring them up to $50,000.00 from the start of the contest. WB's + 421.07, ours + 660.91 as our cash starting levels.
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