Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: Steve Grabczyk who wrote (13533)	11/10/2000 1:06:29 AM
From: Jack Jagernauth	Read Replies (1) \| Respond to of 18928

Hi Steve, Key here is that your initial pick is important. I know what you mean and I am working to improve in this regard. The stocks should be of excellent quality for use with AIM, so that if they take a dive, buying more is easy because it makes good business sense to do so. I am interested to know how you have set up your AIM basket in Newport, and whether or not you are running accounts in Newport of the individual stocks as well. Thanks, Jack

To: Steve Grabczyk who wrote (13533)	11/10/2000 11:14:47 AM
From: OldAIMGuy	Read Replies (1) \| Respond to of 18928

Hi Grabber, When you have a diversified portfolio as you have been discussing, you essentially have a miniature mutual fund. Therefore, you should be able to approach what the Idiot Wave suggests as a cash reserve for M.F.'s. So, as a guess, near market peaks you will probably approach around 33% max cash overall. You may want it to go a bit higher depending upon the mix of stocks and their volatility. To accomplish this, you may have to let some stocks go quite a bit higher than that level to get the average CR to 33%. Best regards, Tom