Graham and Doddsville -- Value Investing In The New Era Message Board

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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: Berney who wrote (1015)	11/25/1998 6:48:00 AM
From: porcupine --''''>	Read Replies (1) of 1722

Berney: Congratulations on continued outstanding results. A year ago, your portfolio leaped ahead of the Index coming out of the gate, and never looked back. A couple of queries: As to the methodology of model portfolio tracking generally, a question I have is: Should the post-merger performance of D.R. Hutton be calculated as part of portfolio performance, as it is D.R Hutton shares that a holder of this portfolio would wind up owning? Or, should the Continental Shares be deemed to have been sold for cash and reinvested pro rata in the portfolio's other components, at their respective closing prices on the day of the merger? And, just out of curiosity, how did your portfolios do during the recent virtual bear market? porc --''''>

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