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  1. Automatic Investment Management          (aim.c by David McCourt)
  2. =================================================================
  3.  
  4. AI═á i≤ baseΣ oε thσ book¼á "Ho≈ t∩ makσ $1,000,00░ iε thσá Stocδ ì
  5. Marketóá b∙ Rober⌠ Lichello«á I⌠ i≤ recommendeΣ that¼á beforσ yo⌡ ì
  6. usσ thi≤ program¼ yo⌡ obtaiε ß cop∙ oµ thi≤ book« I⌠ i≤ availablσ ì
  7. iεá paperbacδá (Signe⌠ ú 451-E9461)«á Thσ prograφá establishe≤á ß ì
  8. contro∞á amoun⌠á t∩á monito≥ thσ progres≤ oµ eacΦ issuσá iεá you≥ ì
  9. portfolio«á Wheεá thσ valuσ excede≤ thσ contro∞ amoun⌠ b∙ ß giveε ì
  10. percentage¼ thσ prograφ wil∞ recommenΣ tha⌠ yo⌡ sel∞ ß portioε oµ ì
  11. thσá issue«á Conversely¼á wheε thσ valuσ fall≤ belo≈ thσá contro∞ ì
  12. amount¼á thσ prograφ recommend≤ aε amoun⌠ t∩ adΣ t∩ thσ issue« Iε ì
  13. othe≥ words¼á thσ prograφ direct≤ yo⌡ t∩ bu∙ lo≈ - sel∞ high« AI═ ì
  14. doe≤á no⌠á picδá stocks╗á i⌠á onl∙ monitor≤á thσá one≤á yo⌡á havσ ì
  15. selected« Thσ aiφ calculation≤ shoulΣ bσ donσ oε ß monthl∙ basis.
  16.  
  17. Original Investment
  18. ===================
  19. Thσá origina∞ investmen⌠ i≤ defineΣ a≤ thσ amoun⌠ tha⌠ yo⌡á star⌠ ì
  20. witΦ iε thσ Automatiπ Investmen⌠ Managemen⌠ Program«á Thi≤ amoun⌠ ì
  21. i≤ t∩ bσ divideΣ equall∙ betweeε stock≤ anΣ ß mone∙ marke⌠ fund.
  22.  
  23. Re-invest Dividends
  24. ===================
  25. Wheεá dividend≤ arσ paid¼á thσ pricσ wil∞ usuall∙ dro≡ t∩ reflec⌠ ì
  26. thσ pa∙ out«á Therefore¼á onl∙ thσ pricσ anΣ share≤ arσ adjusted« ì
  27. N∩ change≤ arσ madσ t∩ thσ contro∞ amount.
  28.  
  29. Additional Investments
  30. ======================
  31. Additiona∞áá  investment≤áá arσá  treateΣáá likσáá thσáá origina∞ ì
  32. investment«á Dividσá thσá amoun⌠á iε halµ anΣ pu⌠ onσá halµá int∩ ì
  33. stock≤á anΣá thσá othe≥ halµ int∩ you≥á mone∙á marke⌠á fund«á Thσ ì
  34. contro∞á amoun⌠á i≤ increaseΣ b∙  thσ amoun⌠ addeΣ t∩á thσá stocδ ì
  35. plu≤ aε additiona∞ 10%.
  36.  
  37. Aim Sell
  38. ========
  39. Wheεá AI═ recommend≤ tha⌠ yo⌡ sel∞ ß giveε dolla≥ amount¼á i⌠á i≤ ì
  40. takinτá profi⌠ froφ you≥ investmen⌠ anΣ placinτ i⌠ safel∙ awa∙ iε ì
  41. you≥ mone∙ marke⌠ accoun⌠ t∩ remaiε unti∞ thσ marke⌠ cycle≤ lowe≥ ì
  42. anΣ AI═ tell≤ yo⌡ t∩ buy« Contro∞ i≤ no⌠ adjusted.
  43.  
  44. Aim Buy
  45. ========
  46. Wheεá AI═á recommend≤ tha⌠ yo⌡ bu∙ ßá giveεá dolla≥á amount¼á thσ ì
  47. marke⌠á i≤á goinτá iε t∩ ß lowe≥ cyclσ anΣ yo⌡ shoulΣá begiεá thσ ì
  48. accumulatioε phasσ oµ you≥ investmen⌠ program«á AI═ wil∞ increasσ ì
  49. yo⌡ contro∞ amoun⌠ b∙ 50Ñ oµ you≥ ne≈ investment.
  50.  
  51. Note║ Mutua∞ fund≤ ma∙ bσ useΣ insteaΣ oµ individua∞ stocks.
  52.  
  53.  
  54.  
  55. è
  56. How to start
  57. ============
  58.     
  59. 1. Decide on initial amount to be invested in the program.
  60.  
  61. 2«á Dividσá thσ amoun⌠ equall∙ betweeε stock≤ anΣ ß mone∙á marke⌠ ì
  62. fund.
  63.  
  64. 3. Select stocks and funds to be used.
  65.  
  66. 4«á Ente≥ usinτ Origina∞ purchasσ men⌡ selectioε oε maiε men⌡ anΣ ì
  67. Mone∙ Marke⌠ menu.
  68.  
  69. 5«á AdΣá dividend≤ receiveΣ a≤ stocδ usinτ maiε men⌡á option«á Iµ ì
  70. dividend≤á arσá receiveΣá a≤ cash¼á deposi⌠ iε mone∙á funΣá usinτ ì
  71. interes⌠ receiveΣ selectioε a≤ wel∞ a≤ an∙ interes⌠ receiveΣ froφ ì
  72. the Money market fund.   
  73.  
  74. 6. Monthly update the portfolio with current prices.
  75.  
  76. 7«á Bu∙á o≥á sel∞á a≤á directeΣ b∙ thσá prograφá iεá thσá amount≤ ì
  77. specified.
  78.  
  79. 8«á Thσá prograφ automaticall∙ eliminate≤ al∞ transaction≤á unde≥ ì
  80. $100«á Yo⌡á ma∙á wisΦ t∩ se⌠ ß highe≥ limi⌠á t∩á avoiΣá excessivσ ì
  81. transactioεá cos⌠á o≥á t∩á compl∙á witΦá ßá mutua∞á funΣá minimuφ ì
  82. transactioε amount.
  83.  
  84.  
  85.