Message Font: Serif | Sans-Serif
No. of 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.
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
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.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! 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.