Many questions

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Posted by Esteban Endere on November 09, 2006 at 16:37:43:

Mark:
We would love to talk to you first thing tomorrow morning. We would appreciate if you can call us. Here are some of the questions we have:

1) ROI numbers seem to be annualized even when we do them monthly. Should we use %gain instead of ROI?

2) Can we set up a separate fee account so that fees are not charged to the money market fund? It goes against everybody's grain to see negative returns in the money market account.

3) We want to run separate accounts. Can we do so by using sub-accounts or sub-portfolios? We are not sure how to set these up.

4) As a corollary to the above regarding sub-portfolios, in the event we sell a position or a portion of a position in the main portfolio, do the sub-portfolios automatically sell proportionally?

5) Cannot remember what I did to graphically compare the portfolio to the indices. I can get the indices but I cannot include the portfolio. Help!

Look forward to speaking with you tomorrow.

Thanks,

Esteban and Luis

Replies:

• Re: Many questions Mark 17:25:26 11/09/06 (0)