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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Taro who wrote (8859)	1/10/2010 5:56:34 PM
From: Sr K	1 Recommendation Read Replies (2) \| Respond to of 20435

There's more activity the first month of a Round. I don't like the idea or current Rule that you have one day each month to do a trade so you have to make the whole portfolio change in one shot. First month: Reasonable steps we should allow are to (1) take first positions, retain some cash for second step; (2) take 2nd step to get fully invested; and (3) get rid of losers (and go to cash until next month). The way it is now, players are encouraged to go all in on Day One. So I would like 3 trading days in Month 1. Each subsequent month: The way it is now, when you make a change, you have one day to do it all for the month. Especially for those who do not want to short, we should allow (1) going to cash, and (2) on a different day, deploying that cash. That would be 2 trades (but preferably 3) in each subsequent month. In my case I have JAVA, and Oracle is going to buy it for cash soon after the EU approves it. It could be in January, or early February. I won't waste my 1 trade to sell it and get the cash to reinvest. I'm hoping it closes in January so I have the cash on Feb 1. I want the right to trade (close and buy) by portfolio line, not by the whole portfolio. The value of the current Rule is it encourages players to think like Buy and Hold investors. There's value to that, if only to avoid the 1% trading fees, similar to the real world. But I prefer 3 a month to once a week, effective next Round.