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

To: Bernie Goldberg who wrote (14321)	1/12/2001 9:18:22 AM
From: matvest	Read Replies (1) \| Respond to of 18928

Hi Bernie, Thanks for pointing out the important subtlety in Mr. L's book. Your post raised a couple of questions in my mind. You stated that you traded USON & APCC as a mutual fund with a combined NAV. Can you explain how you did this. Mechanically speaking, how do you determine what the NAV is and do you do this with software or by hand? Why did you choose to treat the two as a mutual fund instead of a portfolio of two stocks? Another question. I have seen the advice that the portfolio should be similar stocks so that the stock characteristics are similar and thus the SAFE & Cash Reserves are compatible. Do you agree? Do you consider USON which is ether a pharmaceutical or biotech and APCC, a tech, close enough in characteristics to be in the same portfolio? Larry M