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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: Steve Nelson who wrote (3758)	1/7/1998 8:18:00 AM
From: OldAIMGuy	Read Replies (1) of 18928

Hi Steve, Nothing that fancy. I just go back a year in Newport and see what the value was and figure the gain/loss. Overall gains are figured from the start date, whenever that was. I neither add interest (except for the mutual funds) nor deduct commissions directly. Once a year I make a reconcilliation of the taxes on the accounts. I'll do it again sometime between now and the Ides Of April. Then I go into Newport to the individual stock screens and use the Maintenance window to reduce the Cash Reserve by the tax bill on that stock or fund. I've thought about getting Quicken or some other accounting package, but never seem to find the time. Another measure I sometimes use for measuring performance is "Return on Capital At Risk." In that, I use the average cash reserve percentage over the live of the investment. Then I look at the returns based upon the equity side alone. It's an interesting view of what AIM does. Best regards, Tom

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