A.I.M. Users Bulletin Board

[ls7550]

When adding to/withdrawing from a existing AIM rather than Lichello's suggested approach I prefer to scale the existing AIM, keep things proportionately the same. New total value / existing value, and scale (multiply) the AIM's PC, stock value and cash value by that. For example if a existing AIM was $20,000 total value, with $11,000 of stock value, $9000 of cash and PC was $10,000 ... and that was to be increased to $30,000 total value by the addition of $10,000 (sourced perhaps from a rebalance event from elsewhere) then $30,000 new value / $20,000 existing = 1.5, so scale the existing AIM's stock value from $11,000 x 1.5 = $16,500, scale the $9000 cash x 1.5 to $13,500, and scale PC from $10,000 x 1.5 to $15,000.