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


To: OldAIMGuy who wrote (18643)7/29/2020 9:23:40 AM
From: jaser20  Read Replies (1) | Respond to of 18928
 
Hi Tom,
that's great info. Thank you. I read some of your old posts after I posted my question. So when you started your ETF portfolio, did you allocate even percentage of money to each?

I have been struggling with the concept of having a bond portfolio while having cash reserve part of AIM for each ETF as well. I feel that I'll reduce my returns considerable. But at the same time, something like JNK bond fund with 5% return would be nice if AIM can help accumulate more if the rates go up and manage my overall average cost while providing income. Do you hold any bond funds with AIM?

Yes. I would be interested in seeing your selection of ETFs as I am making a transition from individual stocks to ETFs for easier management. I still have quite a few shares of MCD, PG, JNJ. I'll slowly transition to ETFs.

If I were to follow Ray Dalio's All Weather portfolio or something like that, I think it would make sense to allocate 20% of my capital to each ETF and then manage them by AIM by having equity and cash portions. What do you think? does that make sense? vs. Allocating my capital based on what Ray Dalio's allocation of 15% IEI, 40% TLT, 30% VTI, 7.5% GSG and 7.5% GLD.

lazyportfolioetf.com

Jeff-



To: OldAIMGuy who wrote (18643)7/30/2020 7:46:34 AM
From: jaser20  Read Replies (1) | Respond to of 18928
 
Hi Tom, I am setting up my excel to run AIM now. If understand your setup correctly, AIM generates a buy signal as soon as Control is greater than Equity value since Sell SAFE is zero. Do you then turn this sell signal into market order if the value of the sell signal great than 5% of Control value? When I plug in those values into excel model, it looks like AIM will sell every time if there is a 5% gain. On the buy side, 10% Buy SAFE seems to generate a buy signal around 13.6% difference based on average cost of shares.
Jeff-