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Motley Fool Pro / Pro: Catch-Up Trades


Subject:  Re: how to start Date:  4/5/2018  7:39 PM
Author:  CMFTurningItBlue Number:  811 of 829

Obviously, you can do whatever you want, but this is what I did in a more-or-less similar situation:

I made a list of all of the holdings in my portfolio, and the percentages of the total value of the portfolio.

I put next to each one, in a spreadsheet, the corresponding percentage from Pro.

I then subtracted the percentages into another column of a spreadsheet.

I calculated the total value of my new portfolio (the current total value, plus the new cash)

I multiplied the difference in percentages by that new total value, and divided that by the current share price.

I then (assuming I have all of these steps right) bought that many shares.

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