John et al,
Here's a first draft proposal for the transfer of equities from JIG to
John.
Meant as a starting point. We focused on trimming rows from the portfolio
- transferring 100% of some of JIGs small positions rather than the roughly
15% of all holdings.
1. Valuations are old.
2. Over shoots our target on equities
3. Undershoots gains and losses.
4. Cash is based on June numbers.
Cheers,
J
--
James Ellingson cell 651 645 0753
Great Lakes Brewing News, 5219 Elliot Ave, Mpls, MN 55417
James(a)BrewingNews.com BeerGovernor(a)gmail.com
