Thanks Adam for the detailed explanation on PC adjustments. Are you lowering PC small amounts with declining funds? Or is this only used with the rising fund scenario?
BTW, The example that was sent in by Joe with the use of WMT turned out to be in error. He'd built in a limit to keep his spreadsheet from indicating a "buy" when the buy exceeded the remaining Cash Reserve. THis is all well and proper. However, in another column, it was still picking up the "buy market order" and adding shares even though cash was no longer going down.
When he corrected the problem, the results dropped from 5x the starting value to about 2x. That's still not bad on a stock that's dropped 35% during the same period. It will be fun to do some further exercise on this. In a way, it reminds me of Myst's X-Dev.
Best regards, Tom
Port Washington, WI 53074