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Inception Notes
28 Dec, 2007 02:58 PT
Posted By: kessbroker | 0 comment(s)

Inception Investment Goals:


Mydefault
investment will be the S&P 500. I would like to hold no more than
30% cash at any time. In order to put $70,000 to work in 8 weeks I need
to buy $8,750 of SPX each week until February 15, 2007.


 


The chart below shows the position size necessary for a total portfolio of X number of stocks:


8 $125K


10 $100K


12 $83,333K


15 $66,666K


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