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Author: madmarv Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 6752  
Subject: Re: MY END OF APRIL REPORT Date: 4/30/2000 2:17 PM
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"My average bail-out sell price was 103 on the 7 stocks I owned, and so far my average re-buy price on these 7 stocks is 105. So my losses from selling at automatic stop-limits and then buying them back presently are close to nil. "

I'm not sure if 1.9% (2 / 103) is insignificant. Can you give me an idea of how much your total port would have been worth if you didn't have the stops (relative to what it is worth today)?

"I have added a new facet to my strategy – i.e. investing about 20% of this portfolio in Schwab's Yield Plus Select bond fund (SWYSX). This will provide a "cash" reservoir to ride out a bear market (if it occurs) without having to sell my BUY&HOLD stocks at depressed levels."

I'm not sure what you mean by this. I assume you're retired and you have to live off of these funds. So prior to your last rebalance, you sold some stocks whenever the need arose. If that is the case, I wouldn't include the bond fund as an investment in your portfolio calculations since it's kinda like including your checking account as an investment.

If you are using the bond fund to buy on the dips that is a totally different matter.

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