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Lenny

New User

Posts: 3

Joined: 6/10/2004
Location: Pittsburgh, PA

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Subject : Manual Rebalance
Posted : 6/10/2004 7:11 PM
Post #3217

Hypothetical situation:

Five stocks in a portfolio. Each is 10% of total.

The S&P 500 is improving so I want to increase the amount I have in stocks out of cash.

Stock number FIVE is doing great, I want to make it 20%.

I highlight it, up the % on the right hand side and make the trade.


Now, suppose I'm nearly 100% invested. I still want to increase the % of stock number FIVE. If I just highlight it and up the %, I will be over 100% in my portfolio and I get the notice that I can't do it.

Okay, so I want to SELL ALL of stock number ONE, AND THEN up the % of stock number FIVE.

I've tried to do this in one trading window but it won't work. I'd have to SELL ALL of stock ONE first, in one trading window, and then up the % of stock FIVE in another trading window.

Will FOLIOfn ever be able to figure out this balancing act in a single trading window?

Lenny
Deleting message 3217 : Manual Rebalance


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