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Strategies & Market Trends : A.I.M Users Group Bulletin Board
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From: OldAIMGuy7/2/2019 11:07:14 AM
2 Recommendations

Recommended By
Condo
Zen Dollar Round

   of 18928
 
Here's how the year us shaping up so far...... 
Portfolio               YTD                      Cash Reserve          ROCAR 
 Dow 30               +14.03%                        0.0%               Same 
 S&P 500              +17.35%                        0.0%               Same 
 NASDAQ Comp          +20.66%                        0.0%               Same 
 "Sandbox" 10 Stocks  +12.21%                      30.76%             +17.63% 
 International ETFs   +10.81%                      22.51%             +13.95% 
 US Sector ETFs       +16.36%                      13.90%             +19.00% 
 UBA Balanced IRA     +12.90%                      25.83%             +17.39%


Here's how they look as Stacked Bar Graphs:

Sandbox Stocks


International Style ETFs

(Small, Mid and Large Cap Growth and Value plus Emerging Markets and Intl REITS)

US Sector ETFs


I didn't produce a graph of the retirement account as I've been adding
to it for the last couple of years. It makes figuring the results a bit
more complicated. All in all the AIM usage has done well enough. The use
of ETFs has allowed me to use a lower average cash reserve percentage
than if these portfolios were built out of individual company stocks.
Lower average cash has helped performance in recent years.

The international portfolio struggled by comparison over the same period
as the domestic "sector" ETF collection. Further, it has carried a
higher average cash position in recent years. Add to that, because of
"supplier" issues, I've changed ETF providers 3 times since 2009.
(ETFs being cancelled and needing replacement)

Generally I've found the "style" ETFs in the international portfolio to
be slightly less volatile, so I'm gradually reducing the total cash
reserve there as well.

Overall, I'm not unhappy that I found Mr. Lichello's book back in the
'80s and started implementing AIM in 1988.
Tom
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