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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: Ray Jahn who wrote (3662)	12/23/1997 7:48:00 AM
From: Bernie Goldberg	Read Replies (1) \| Respond to of 18928

Hi Ray, Atta way to go! I am assuming that you are considering selling off 34% of your Ultra shares to fund Cash Reserve part of your AIM program. That is one method which Mr. L. recommends in his book. Another method you might consider is to sell of half of your holdings and use that money to fund a second AIM program with another fund. If you set your Sell Safes in Newport at a lower number you would be selling more often at the outset. Also, your 400 monthly deposits would be funding your cash reserve. Doing it in this fashion would keep you fully invested and more diversified. Vista fund has historically been a good AIM candidate but lately hasn't been doing to well. There are a few members of this thread that are hoping it will have a good January bounce. Growth and Income has been one of 20th century's good ones this year. That is one that I have been considering in addition to Ultra which I own at present. Good luck with AIM and Newport. I am sure you will get some other responses from people on the thread. Bernie

To: Ray Jahn who wrote (3662)	12/23/1997 4:58:00 PM
From: OldAIMGuy	Respond to of 18928

Hi Ray, I assume that the value of $13.42 is probably your average cost per share accumulated since you started the account. Here's two different suggestions for your TWCUX account: 1) The Idiot Wave is presently suggesting 31% Cash Reserve. If this is an IRA or other tax exempt or defferred account, then you might want to sell enough to raise a Cash Reserve equal to 31% of the total value. Then start up the AIM account using the $13.42 value for the number of shares left after selling. In your next update, enter the price current price. Then go change the Portfolio Control to be equal to the number of shares times the current price. 2) If this is a taxable account, don't sell anything now. Set the initial point as above, to get your P&L set. Then in the next period enter the current price. In this case, I'd recommend that you set the Portfolio Control at 0.9 X the current value of the account. What this will do is start you selling shares as soon as the price starts to rise. You will build your cash reserve from zero by selling. Since you are still able to contribute $400 per month, use that cash if AIM says to make a buy. Once you have established a small cash reserve (say 10% of the portfolio), then use the $400 per month to TWINVEST into another fund. Build it into a second AIM account. Hope these ideas help. Best regards, Tom