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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: mapg x2  😊 😞
Number: of 6131 
Subject: Re: Fidelity's "basket portfolio" featu
Date: 06/17/26 9:00 PM
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The available trade buttons are: Buy, Sell, and Rebalance.

Me thinks you are making it seem harder than it is.

Allocate a fixed amount per stock with enough for float of cash.

For starters avoid the REBALANCE trade button.

Assume a fixed 5 stock "basket"

First edit by adding the new replacements to the "basket". No trade yet
The new stocks will show in the "basket" as zero $ amount.

When the market is open Select and "SELL" each Old stocks with the all selection.
With the cash funds available "Buy" in equal amounts to each NEW stock.

THe "Basket" will now show those not sold, those bought and those sold as zero $ amount.

The next time you edit then clean up those with zero amounts or not.

GD_


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