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Make It Jake

06/14/24 12:26 PM

#47127 RE: rosenw #47126

Hi rosenw - If you weren't AIMing the stock until now, I'd suggest just setting it up as an AIM "portfolio" starting with your 191 shares of stock at its current price and an equivalent amount of cash that you're planning to invest in it over time. (If you plan to adjust your recommended cash percentage based on the vWave, as many here do, you would allocate 49% of the total portfolio value to cash, based on the current vWave level. If I recall, "Classic AIM" would give you a 50/50 allocation of cash to stock, so both ways would come out more or less the same right now.)

With kind regards,
MIJ

Toofuzzy

06/17/24 6:47 PM

#47132 RE: rosenw #47126

rosenw

Sounds like there were some splits along the way.

1) Decide if you are presently more bullish or bearish.

2) Use original cost basis or current price based on above.

3) If cost basis is way lower, start with zero cash and the first sale will provide your cash reserve.

But I'm
Toofuzzy