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

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To: OldAIMGuy who wrote (17256)11/9/2001 6:06:22 AM
From: JSLyons  Read Replies (2) of 18928
 
Thanks, Tom.

With interest rates so low, AIM's cash reserve does not look so attractive an element in the mix. Of course, with inflation low it remains a store of value, more or less, and is integral to our investment strategy.

I gather from some comments on the thread that some AIMsters put the cash reserve to work in creative ways, perhaps in vehicles like ACG. Bernie mentioned REITs as well.

I'd be grateful for some ideas from the thread on improving returns from the cash reserve while maintaining the liquidity needed to run AIM properly.

To go out on a limb, I am expecting some pull-back from these levels that might trigger some more AIM buys. When? I don't know, but I don't think we rally on without set-backs from here. That means some of our cash reserves could well be put to work back in AIM equities.

What to do?

Rgds,
Jonathan
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