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Re: Master plus sub-portfolios

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Posted by Mark on January 26, 2005 at 17:05:41:

In Reply to: Master plus sub-portfolios posted by H. C. Pierce on January 26, 2005 at 15:01:24:

: Mark???

: After the Master/Sub-portfolio set-up is completed, do the original individual portfolios which I previously worked with remain active in any way or are they to be discarded at this point????

: H. C. "Chuck" Pierce

Hi Chuck,

If you've moved all the investments from these older portfolios into new
sub-portfolios you don't need to use the old portfolios anymore. You can if
you want, but you probably wouldn't need them anymore.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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