Re: CREATING 2DIFFERENT PORTFOLIOS WITH SAME STOCK BUT DIFFERENT SHARES

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In Reply to: CREATING 2DIFFERENT PORTFOLIOS WITH SAME STOCK BUT DIFFERENT SHARES posted by Gene Lutz on April 15, 1999 at 20:51:26:

: How do you create 2 portfolios with the same Mutual Funds, if each portoflio has a different amount of shares.
: I created one portfolio and when I created the other portfolio and tried to add the fund I had in the first portfolio it told me it already existed and asked me if I wanted to overwrite it.
: Any help would be greatly appreciated.

: Thank Your
: Gene

Hello,
With your permission let me share my experience on this issue with you. I had the same question since FM 3.x. The solution is to create a second investment with a different name (but same symbol) and include that second investment in your second portfolio with the different number of shares, for instance, MICROSOFT 1 and MICROSOFT 2 (symbol MSFT). Each one can has different number of shares.
Best regards
Thank you
Harris

Replies:

• Re: CREATING 2DIFFERENT PORTFOLIOS WITH SAME STOCK BUT DIFFERENT SHARES Gene Lutz 16:48:26 4/17/99 (2)
  • Re: CREATING 2DIFFERENT PORTFOLIOS WITH SAME STOCK BUT DIFFERENT SHARES Charalambos Macheras 21:12:16 4/18/99 (1)
    • Re: CREATING 2DIFFERENT PORTFOLIOS WITH SAME STOCK BUT DIFFERENT SHARES Mark 21:42:39 4/18/99 (0)