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

[ Q1-Q3 99 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: Re: CREATING 2DIFFERENT PORTFOLIOS WITH SAME STOCK BUT DIFFERENT SHARES posted by Gene Lutz on April 17, 1999 at 16:48:26:

: : : 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

: Thanks, but it didn't work.

: 1st. I create a portfolio called Mary and I add a fund called Putitan with the symbol fpurx to it.

: 2nd. I create another portfolio called Gene and I add a fund called Puritan-1 with the symbol fpurx to it. When I try to add the puritan-1 with the symbol fpurx it tells me the fund already exist and it asks me If I want to overwrite it.
: I really don't believe you can have 2 different Portfolios with the same symbols and different amounts of shares.

: Gene
:

Hi,
I dont really know what to say.
I tried it again after reading your message and it does work with me.
Mark certainly can help.
Best regards
Harris

Replies:

• Re: CREATING 2DIFFERENT PORTFOLIOS WITH SAME STOCK BUT DIFFERENT SHARES Mark 21:42:39 4/18/99 (0)