Six Month Report
Here's the Six Month Report on how the PIC list is doing.
I've presented the data for both Buy&Hold and AIM.
Symbol Price Shares Total Buy&Hold A.I.M.
Cost Gain/Loss Gain/Loss
ADCT 7.95 1,545.894 10,000 +22.9% +14%
ADPT 8.89 975.61 10,000 -13.3% + 1%
APCC 16.77 597.015 10,000 + 0.1% + 6%
CCU 62.68 209.974 10,000 +31.6% +18%
CGNX 29.82 522.876 10,000 +55.9% +34%
CSC 43.50 307.22 10,000 +33.6% +18%
CSCO 19.47 535.117 10,000 + 4.2% +12%
ERICY 6.26 1111.111 10,000 -30.4% - 6%
INTC 28.50 290.909 10,000 -17.1% -12%
LEG 21.54 565.371 10,000 +21.8% +13%
MCRS 20.78 555.556 10,000 +15.4% +16%
SCH 18.32 662.252 10,000 +21.3% +13%
SUNW 16.36 650.618 10,000 + 6.4% +13%
TROW 36.32 275.103 10,000 - 0.1% + 1%
VOD 24.30 349.773 10,000 -15.0% - 4%
VOL 18.75 484.848 10,000 - 9.1% - 5%
___________________________________________________________
Totals: $160,000 + 8.0% + 8.6%
As you can see, neither AIM nor Buy & Hold have a clear
advantage in such a short time, overall. However AIM's Cash
Reserves helped it with the poor performers and held it
back a bit with the good performers. All in all 8% gain for
the Year To Date isn't too bad considering the year.
The AIM account is currently showing a 35% Cash Reserve
with only 65% of the portfolio at risk. Simply put, it's
return on the amount of dollars at risk is quite a bit
higher than Buy & Hold (about 13% vs 8%).
Not added in is any interest on the cash or dividends on
the stocks (if any). This is a simple comparison and shows
how using the PIC list's "timing" of only buying when a
stock drops to a Timeliness of #5 can keep us from
suffering some severe downside while buying stocks of great
companies. It will also show over time that AIM can further
enhance gains while limiting risks.
Please let me know if there's any questions. I'll be linking
graphs to this site soon so you can see how AIM has managed
these stocks since coming to the PIC list.
Best regards, Tom |
