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Strategies & Market Trends : A.I.M Users Group Bulletin Board
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Condo
Ken Adams
Zen Dollar Round
To: jaser20 who wrote (18644)7/29/2020 9:57:11 AM
From: OldAIMGuy3 Recommendations  Read Replies (1) of 18928
 
Hi Jeff,
I roughly followed the weights shown in the final UBH iteration when I created my portfolio. It's an IRA, so I don't worry about taxation right now.

Here's my current holdings. I've not changed much in it in a long time.


The "TARGET" column shows my current AIM sell target prices. RPG is the main "growth" component in the portfolio and it's over-weight compared to the rest. AIM did heavy buying in almost all of these components back in March and a few have already returned some cash to the vault.

Here's the current weights:
Symbol % of Account
CWB 7.08
DLN 7.07
VNQ 6.69
RPG 6.33
PSK 6.28
SCHP 6.00
DON 5.57
DRW 5.24
DES 4.85
DLS 4.81
RAVI 4.69 (Cash Equivalent)
DIM 4.62
JPST 4.49 (Cash Equivalent)
DEM 4.38
IAU 4.25 (just sold 10% of it)
DTH 3.69
Cash 13.97

The weights are all determined by what AIM has done with the components over time. I started with heavier weights in CWB, VNQ and RPG.

The account's up 15.6% from the end of March. That low point was down 16% from the January high water mark. At this point the account is still down 2.9% from the January close. IAU has been the shining start this year.

Hope this helps,
OAG Tom
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