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Strategies & Market Trends : Mutuals:AIMing For Profits--Invest In Best
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To: OldAIMGuy who wrote (798)9/3/1998 6:25:00 AM
From: Jim Battaglia   of 4158
 
Hi Tom:

For week ending 8/28/98 it was almost everything on a BUY with the exception of HEALTH and NEW AISA (Japan). Major buys were made in all the other key sectors in the market. This weekend may have been the best opportunity in a long while to get some bargains. Since we started the AIM "BIG PICTURE PORTFOLIO" of sectors we are showing a mix bag of results. The (BPP) Big Picture Portfolio since 3/97 shows the average returns on sectors as well as cash positions. The AGGRESSIVE is up 6% with a 30% cash level. EUROPE is at 15% with 39% cash. FINANCE is 18% up and 43% cash. GROWTH is up 12% and holding 39% cash. HEALTH is 15% up and holding 45% cash. HITECH up 19% and holding 42%cash. VALUE up 12% and holding 42% cash. INTERNATIONAL is up a meager 3% with 36% cash. There are losses reporting in JAPAN, LATIN, NEW-ASIA,PRECIOUS, and EMERGING MKTS. In addition, all these sectors in the red are in margin...out of cash, holding on for a reversal in the markets. Finally REALTY is down 3% but holding 34% cash and ENERGY is down 17% and has 16% cash.

I hope this helps everyone in seeing the Big Picture!!! There has been opportunities in hot markets and there has been others which has just taken in a lot of cash. Patience is the key!!

Jim
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