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


To: JSLyons who wrote (17131)10/22/2001 8:56:37 AM
From: Steve Grabczyk  Respond to of 18931
 
Hi Jonathan:

My suggestion would be to 'rebuild' all of your transactions on each issue in your basket, and go from there. Since you've only been doing this for 10 months, this should not be too difficult. You'll end with Portfolio Control values on each issue, and then you can allocate your cash however you want. AIM really doesn't care what your cash position is. But some sort of logical allocation based on each issue's rebuilt AIM activity would probably serve you well.

Regards, Steve



To: JSLyons who wrote (17131)10/22/2001 12:51:24 PM
From: OldAIMGuy  Respond to of 18931
 
Hi JS, Steve's suggestion of breaking up the single account and then rebuilding separate 10 month histories makes sense. Then each will have been guided to where it is by actual events. The Buy and Sell recommendations that you come up with should make sense on each issue then.

An alternative is to take the total cost of each individual holding at this point regardless of previous trades and use that as your basis and Portfolio Control. This will require less total work.

Best regards, Tom



To: JSLyons who wrote (17131)10/22/2001 4:16:49 PM
From: rgammon  Read Replies (1) | Respond to of 18931
 
Jonathon,

I completely agree with the comments that Steve G and Tom V have made on the conversion of your basket to individual AIMs. The three of us, and several others, stand ready to answer any questions you may have as you start this process. We had a discussion on this very topic within the last year, and I see no reason why we won't make responses to to any of your questions. Fire away...

Robert