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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 (7275)	4/17/1999 8:51:00 AM
From: JZGalt	Respond to of 18928

Bernie, I guess I don't understand why you felt compelled to sell more than AIM suggested DD shares yesterday. DD is exactly the sort of company that AIM should work best on for slow trading. So if the allocation to DD was "too many eggs in one basket", perhaps you should spread out into a few more baskets. That's asset allocation 101 and you know that you should have a minimum of 10 stocks spread over several industry groups to give you a nice diverse mix. Anyway, if you felt uncomfortable with the large DD holding and sold it down to the level where you felt comfortable, can that really be bad? ---- Dave

To: Bernie Goldberg who wrote (7275)	4/17/1999 2:21:00 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 18928

Hi Bernie, Sounds like you did the Newport Sell and then the Newport "Decrease" functions okay. The "hold zone" should have remained about the same other than the size of the minimums relative to the overall holding. You may want to tweak your minimums to keep the trade range where you believe it should be. Mr. L cautions about too much diversity. I don't know exactly how to feel about the action you have taken, but I will tell you that I've done the same with some micro caps that got to be too big a portion of my portfolio in the past. In my case it worked out for the best. Best regards, Tom