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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
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To: Boca_PETE who wrote (3239)2/8/1998 9:42:00 AM
From: Investor2  Read Replies (2) of 42834
 
RE: "I have some UTEK stock in a margin account. I've paid 70% of the cost of that stock. Against my 4% per stock allocation, does anyone know The Brink's advice as to how one should count that partly paid-up investment ? ?"

I don't know what Bob will say, but my advise is this:

Use the amount you actually paid (not including the amount borrowed on margin) for the numerator of your percent of equities calculation.

For the denominator of the calculation, include the total market value of your portfolio less the amount of margin debt.

Just my opinion,

I2
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