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

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To: rgammon who wrote (17006)	10/4/2001 10:28:53 AM
From: OldAIMGuy	Read Replies (1) of 18928

Hi RG, For my ACG account I'm using 5% minimums for trading the shares. My SAFE is currently set at 20% for Buying and 0.0% for Selling. This is a defensive posture that delays my purchases until significant discounts are seen after a Sell. I'm also using vealies to contain the Cash Reserve (this hasn't been a problem recently) to about 25% at the peak. This is a higher cash reserve than I allowed during the last cycle. Experience is a great teacher. :-) Any combination of SAFE values that add up to about 20% will work fine for this fund. If vealies aren't going to be used and accumulation is a prime goal, then more resistance on the Sell side might be justified with less on the Buy side. If one were to use 10% SAFE on both sides it might be worth while to expand the Cash Reserve upper limit a bit as well. I've periodically added to my account when there's been spare cash from a buy-out or other event. I tend to accumulate cash from those events and then when my ACG AIM account gets in the Buying mode, use it to increase the total holding beyond what AIM's suggesting to buy. This I do as an "ADD" rather than an AIM "Buy." It means that the Portfolio Control addition is 100% of the increase rather than AIM's 50%. Everyone should remember that this is a long term bond fund and that its cycle is very long, indeed. We're talking years between market highs. See this 15 year graph for what I mean. siliconinvestor.com The time for a full cycle is something on the average of 3 to 5 years! So, in conjunction with the usual AIM efforts, I'd suggest that you neen to have a reduced trade frequency as well. Maybe once a quarter is often enough. Best regards, Tom aim-users.com

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