Replies to post #43550 on A.I.M. Users Bulletin Board (AIMUSERS)

[Cap10 Kaoz]

HI TOOFUZZY

THANK YOU FOR YOUR REPLY. I HOPE OTHERS WILL DO LIKEWISE

PLEASE CONSIDER THE FOLLOWING:
ASSUME AN INVESTMENT ; $7500.00 75%
CASH 2500.00 25%

START 1ST REVIEW
INVESTMENT 7500 9500 PLEASE NOTE WE NO LONGER
CASH 2500 2500 HAVE A 75/25 SPLIT
TOTAL 10000 12000

RE-BALANCE
INVESTMENT 9000 75%
CASH 3000 25%

THEREFORE SELL $500 TO BRING THE EQUATION BACK INTO A 75/25 SPLIT

HOPE THIS CLEARS ANY CONFUSION.

[Cap10 Kaoz]

HI TOOFUZZY

SORRY MY MESSAGE ENDED UP BEING ALL BUNCHED TOGETHER.
IT CERTAINLY WAS NOT THAT WAY BEFORE I SUBMITTED IT.
I WILL HAVE TO LOOK AT A DIFFERENT WAY OF PRESENTING IT
SO THE BUNCHING DOESN'T HAPPEN AGAIN.

[Cap10 Kaoz]

Hi Toofuzzy:

Please consider the following:

Invt 7500 75%
Cash 2500 25%

Start
Invt 7500 75%
Cash 2500 25%
Tot 10000

1St Review
Invt 9500 79%
Cash 2500 21%
Tot 12000

Re-balanced
invt 9000 75%
Cash 3000 25%

Therefore sell $500 to bring equation back to 75/25 split.
Hence share growth is possible.