Diary

And it dawns on me that maybe Excel doesn't let me use log scale [...] = 10 since it doesn't make sense to plot log-log if magnitudes vary little. Get up + confirm this in Excel. Sp just plot the growth I've decided on for each vs P/E. And show Div + Div + G. 12:45 Write up last night I'll drop Price stability - inapplicable to diversified Prj 3-5 yr Avg Ret - crazy number 26 - wk price change I'll add Rel P/E Timeliness (to show they don't vary much Growth Expectation (decided HD, CD, ND, MS, this morning) Placement Page 1 - Yield P/E, Overall growth, Fin Str 2 - Hist + Prj, EPS + Divd Growth 3 - Beta, 13 wk %, timeliness, Rel P/E And the top page then is plotted, and can be interpreted visually. All that's going on is postponement of Divds in return for greater Divd later, and bonds, 3 funds, MSFT are a spectrum. Dividends diminish Growth exp. increases P/E increases Volatility increases FinStr usually decreases, except MSFT The chart shows top 3 and I don't care about volatility. Keep in mind MSFT's A. And do bar charts of page 2, beta + 13 wk. 1:45 2:00 Go get new Barron's Gold Chin on 15th , but new mgt, decor. 3:00 Make formate of Value Axis right for percents, by changing cell formats. Save those charts. Backup "Ric Weiland" Disk. Make working copy of VL Jan '89 data 3:30 Confirm that 26 wk price is same as multiplying current 13 wk chg + that from 13 wks ago. Used Jan data to do this and industry reports for October. 3:45 Ben calls. First 1/2 hour - BS ~ Holidays Second 1/2 hour - meaningful convo Last 1/4 hour - arrange date 5:00 ----Consider "Working Girl" Eric + Michal F. out of town 8:00 "Working Girl" byself

10:00 Got gasoline. Go out on the town (see Gay notes) learn ~ "Rose Hedge" Mikes on Madison. Tubs. Pleasant, uneventful. 2:30 To bed. One Amit.

Mon, Jan 9' 89 Thinking ~ Tubs, drinking. 9:00 ----Mom + [...] call. Dinner Tuesday. Write Gay notes ~ last night. Apply reward us risk idea to tubs. It's probably not a good bet. 11:15 11:30 12:00

tues jan 10 '89

7:30 feeling well rested. 7:45 want to find articles on John Neff search finally finding it in fortune 25 most fascinating people. also found asset allocation article or high tech buzzword for diversification that i'd searched for last month. 10:00 fill out the rest of the lines on "portfolios" for oct, nov, and january. put october into excel, and graph it, but make improvements to charts. lunch move improvements to graphs. mail irs payment, 3:30 done with october and december, enter[...] + Jan do today's mail, while printing. today's WSJ. backup disk 5:30 to mom's and dad's. good supper

To trick & Murray, but so low on Acco Binders, I just got last 3. And also 3 ring binders. Order filing cabinet. Go to Shurgard to put bookshelves in, and put away new WSJ & some Barrons.

3:00 At home. Put stuff away. Measure area under folding table. Between struts is under 30", so that cabinet won't fit. Maybe I should just keep boxes for storage under table. Low profile, yet being closed & with WSJ on top, they won't be easily accessible to prying eyes. Put new doormat out on back porch. Old one was so rotten. Ugh. Pull out that box below table

old prospectus, 1/4ly, annual reports 280ZX car stuff, tax instructions (not confid'l)

And take

1982 stock option & DJ software disks

1983-4 Newsletters some 82-84 books. 1981 newsletters & reading stuff is already at Shurgard

1985 VL Option, Option Advisor, RWS stuff

And lastly, from top of bookcase by window

1986 new car comparisons (Audi, BMW, etc)

1987 Porsche, BMW, stuff (leave Audi & jeep stuff)

1988 Beat brochures.

Take all this & put it onto new bookcase at Shurgard. So all the options stuff is out of my apartment, and those newsletters too, as it should be since that stuff was sduring 82-85. Like the rest of the stuff at Shurgard. I kept many books on investing however.

6:00 Copy Fortune 25 ~ John Neff at drugstore. Dinner. I move some newer books to the space freed up by removal of the 82-85 stuff, getting a bit more desktop too. And it's along same wall with den art of olde. Do today's mail. So I ahve moved old stuff ~ investments, and after I finish

writing paper on investments

doing taxes

setting up charity index cards

Then I can add that too to Shurgard for '88.

So no need to get filing cabinet.

7:30 To Gym.

9:15 Steam & shower

9:45 Go home

10:00 Call Bob for 1 hour. His fear of expanding practice

11:00 To bed. One Amit.

Thu Jan 12 '89

7:15 Put 1982-June '84 Mauhet Logic, which I'd saved from stuff taken to Shurgard, into Acco binder.

Pull VL quarterly comp/soni/soft reports out of Orden Acco binder, and pull the VL economics stuff out of "Metrics," and out Economics, and put it into a new Ring Binder. Also pulled the P/E & Yield page from the timeliness pages I kept last spring & summer and put them in notebook too. Lastly I put the monthly risk/reward charts in.

Go through other things & looks like I've got VL all pulled together!

Put 1876 Skousen into the Green Acco Binder.

(Fortunately the old VL label was in pencil!)

10:00 Learn how to deposit NMI with new Merrill Lynch Deposit slipos.

Update Vanguard Bond Indexes, and decide how to handle reinvesting dividends

Backup "Ric Weiland"

Make Bank Archive to secure

MSFT Quarterly

VL Portfolios Monthly

Vanguard Bond Indexes

Go to "That Shop" for stamp. Mail ML Deposit.

Go to Bank for cash & put disks in safe

WSJ - all bond funds aren't alike.

Call Duane at Trick & Murray to cancel File Cab.

12:30 Call Ben ~ tonite.

1:00 To library. Read Infoworld at Pasta & Co.

Finish Infoworld & Xerox.

3:30 VL & earnings revisions article.

Copy some Insiders Info to get idea of sizes of columns to make form at home

4:00 Go home.

4:30 Sunbrella. Go home shower

5:30 Ben comes over.

Out to Mediterranean Dinner & Naked Gun.

(See gay notes)

After leaving Ben's, drive past house in Denny B.

2:45 To bed. One Amit.