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The 10 Most Recent Messages By TMFDatabasebob

Take me back to where I was.
  • Date: 1/18/18 11:26 PM
  • Number: 3681
  • Recommendations: 0
Hi all. We've decided to end the polling period by not selling any UA. I'll post an updated portfolio soon, but not tonight.

Regarding the buy poll, which was pretty evenly split... I have APPN on my Watch List, and I'm
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  • Date: 1/17/18 10:37 PM
  • Number: 3678
  • Recommendations: 0
This poll is contingent on selling ~$6250 of UA. If we sell that, and the approximate change in the portfolio is reflected below), what sale should we consider next?

Please note: Normally, I decrement shares using a FIFO methodology. But
(Continued...)
  • Date: 1/17/18 10:18 PM
  • Number: 3677
  • Recommendations: 0
Here are our current holdings:
Stock  % port  shares  Avg.Cost  Cur. Pr.  % of Cost  Acc. Div.  Div. Adj. %
ALRM 2.14% 230 27.09 38.27 141.3%
ASR 4.46% 91 136.47 201.93 148.0% $ 732.31 153.9%

(Continued...)
  • Date: 1/17/18 10:15 PM
  • Number: 3676
  • Recommendations: 0
Here is our current portfolio:
Stock  % port  shares  Avg.Cost  Cur. Pr.  % of Cost  Acc. Div.  Div. Adj. %
ALRM 2.14% 230 27.09 38.27 141.3%
ASR 4.46% 91 136.47 201.93 148.0% $ 732.31 153.9%

(Continued...)
  • Date: 1/17/18 3:38 PM
  • Number: 983
  • Recommendations: 3
Thanks again, Toby.

I think that we are almost completely in agreement here. I just thought that the details on that particular issue (salary and long-term incentives) deserved a bit more fleshing out than what you offered. I recognize
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  • Date: 1/16/18 10:33 PM
  • Number: 3675
  • Recommendations: 0
sell poll (please note: if we want to make a purchase, we need to make a sale)

Here are our current holdings:
Stock  % port  shares  Avg.Cost  Cur. Pr.  % of Cost  Acc. Div.  Div. Adj. %
ALRM 2.08% 230 27.09 37.01

(Continued...)
  • Date: 1/16/18 10:30 PM
  • Number: 3674
  • Recommendations: 0
Here is our current portfolio:
Stock  % port  shares  Avg.Cost  Cur. Pr.  % of Cost  Acc. Div.  Div. Adj. %
ALRM 2.08% 230 27.09 37.01 136.6%
ASR 4.36% 91 136.47 195.80 143.5% $ 732.31 149.4%

(Continued...)
  • Date: 1/16/18 10:29 PM
  • Number: 3673
  • Recommendations: 0
Here is our current portfolio:
Stock  % port  shares  Avg.Cost  Cur. Pr.  % of Cost  Acc. Div.  Div. Adj. %
ALRM 2.08% 230 27.09 37.01 136.6%
ASR 4.36% 91 136.47 195.80 143.5% $ 732.31 149.4%

(Continued...)
  • Date: 1/16/18 10:28 PM
  • Number: 3672
  • Recommendations: 0
Here is our current portfolio:
Stock  % port  shares  Avg.Cost  Cur. Pr.  % of Cost  Acc. Div.  Div. Adj. %
ALRM 2.08% 230 27.09 37.01 136.6%
ASR 4.36% 91 136.47 195.80 143.5% $ 732.31 149.4%

(Continued...)
  • Date: 1/15/18 10:10 PM
  • Number: 3671
  • Recommendations: 0
Here are our current holdings:
Stock  % port  shares  Avg.Cost  Cur. Pr.  % of Cost  Acc. Div.  Div. Adj. %
ALRM 2.02% 230 27.09 36.43 134.5%
ASR 4.13% 91 136.47 188.31 138.0% $ 732.31 143.9%

(Continued...)
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Take me back to where I was.
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