Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev | Next
Author: nroeng Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 141  
Subject: Question on allocation percent Date: 9/27/2012 1:32 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
I have a question about the allocation percent that is being used for re-purchases of stocks that are currently down. Why is the current allocation for ZIP listed at 4% when in reality there is about 7% of the portfolio actually invested? If you take the $39k value in ZIP listed and divide that by the current price there are about 4,840 shares in the portfolio. Taking those 4,840 shares and multiplying by the average cost basis of $14 and change the TOTAL COST for ZIP shares is about $69k which works out to 6.9%, not the 4% shown. Why not list the 6.9% rather than 4%. It appears misleading.
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (1) | Ignore Thread Prev | Next

Announcements

2013 Feste Award Voting Begins!
Who will win the 2013 Feste Award? Vote now for the Fool that most exemplifies the Fool Community mission of Learning Together!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Tax Strategies

TMFPMarti-Feeling Good
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement