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To: AugustWest who wrote (263)1/21/1999 8:58:00 AM
From: jjs_ynot  Respond to of 312
 
I have actually split it into two. I know that the buys basically occurred in two time periods. One from 4/15 to 5/20 and the newer additions around early November. I could split the money up evenly on a purchase price basis to resolve this problem. I was just hoping to avoid that by SI recovering the portfolio. I haven't given up yet.



To: AugustWest who wrote (263)1/31/1999 1:54:00 PM
From: jjs_ynot  Read Replies (2) | Respond to of 312
 
Well, I am going to rebuild the portfolios. The purchases were executed in Late April/Early May and Early November with a few in Early September. I am going to take the original money and split it evenly between the stocks at their respective approximate purchase dates of 5/1, 9/1, and 11/1/98.



To: AugustWest who wrote (263)3/14/1999 9:23:00 AM
From: jjs_ynot  Read Replies (1) | Respond to of 312
 
AW,

Well,

I think that I have recreated the portfolio in tow parts.
The performance is not entirely accurate, since I split $25k into the stocks at the time of purchase which extends into Feb 1999.
In reality, the funds were deployed in May. Selling and reinvestment provided capital gains which I could not recreate. SO here they are:

techstocks.com

techstocks.com

I will ask Brad to modify the header message with the correct portfolio(s).

Dave



To: AugustWest who wrote (263)3/20/1999 11:00:00 AM
From: jjs_ynot  Read Replies (1) | Respond to of 312
 
AW,

I added ROWE to the e-commerce C&D portfolio:

techstocks.com

Dave