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

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To: Peter Dierks who wrote (18472)	3/18/2006 9:41:17 AM
From: OldAIMGuy	of 18928

Hi Peter, Interesting. My "Financial Services" ETF tripped a Sell signal just this week. Post recovery high on the issue and off went the shares. Your work with the bank stocks seems to be right on time, too! Congratulations on the sales. My Energy position seems to have stalled so far this year. After the last two years it seems to have tired a bit. In the model ETF portfolio I maintain for information purposes Financials, Basic Materials and Industrials all tripped AIM designated trades this week. So did Small and Mid Cap Value. That's a lot of trade activity in one week from those relatively conservative type of investments. I'm still feeling this is more of a ceiling than an opportunity. Valuation is the reason. I've pushed to reduce exposure to individual stocks this year so far. Many had recovered very nicely from the lows of 2002. So, I did a "rebalancing" to get the single stock exposure down to a more manageable level. It's interesting to plot Precious Metals against Energy. It appears that Black Gold and Yellow Gold are almost interchangeable. Try stretching the X-axis of this graph to its full length. stockcharts.com While not perfectly in agreement, (we do, after all, have different managers of these two funds!) they sure seem to be going the same general directions. Especially compared to SPY. Best regards, Tom

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