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Strategies & Market Trends : A.I.M Users Group Bulletin Board
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From: OldAIMGuy11/3/2025 11:29:28 AM
   of 18928
 
Year over Year review:

My risk indicators remain flat in their caution zones. Upside potential still seems to be weaker than downside potential risk. My MRI is now in its 17th week of being cautious. Of the previous 52 weeks, 34 of them have been in the Cautious territory. Over this time frame, the S&P500 has risen 17.8% and the NASDAQ Composite has risen 28.1%. So, those who have participated in the markets have enjoyed some nice gains. It's been a great time for funding one's "insurance" in the form of liquidity for future storms.

My IRA has risen 27.3% YOY even while carrying a 20+% average cash position. (34% ROCAR)


My U.S. Domestic ETF portfolio has risen 12.8% YOY while carrying an average 18% cash burden. (15.6% ROCAR)


My International portfolio of ETFs has risen 16.5% YOY with an average 25% burden of cash in reserve. (22% ROCAR)


My 10 stock portfolio IRA is up 35.1% YOY even with a 23% average cash burden. (45% ROCAR)


All in all, this feels like a very good year so far. We'll see how December 31st treats us! I don't feel the performance loss because of the cash as a problem as it is the fuel needed should the markets come unglued. I'll be rebuilding share inventories with that cash at far better prices than we have today.

Best wishes,
OAG Tom
(Note: ROCAR = Return on average Capital At Risk)

Buy from the Scared; Sell to the Greedy.....
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