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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 (6318)	11/28/1998 2:15:00 PM
From: Jack Park	Respond to of 18928

Hi Tom, My evolutionary programming is simply the game you already play, writ large. I just tweak parameters, then see what happens. I do it with a lot of random selections. I sometimes also do it by taking the parameters from two different "children" and mate them, splicing from each, connecting to each, then turning the two new siblings loose on the ticker. That's a bit like the mother and father mating, producing two children. Over time, you land on a few that work really well. The difference between what I do and what you do is simply this: my pure evolutionary approach uses absolutely no evalution of the splice potential. It's all random. What you do is now called "directed evolution" in which you apply your own brand of wisdom to the choice you make when you change some parameter, try a new sticker, etc. Cheers, Jack

To: OldAIMGuy who wrote (6318)	11/29/1998 3:43:00 PM
From: Dataminer1	Read Replies (2) \| Respond to of 18928

It was also of interest that Newport sold more software during the crap market than usual. We'll have to get StockSystem.com's take on it as well. If it holds true, they probably had a nice uptick in business in Sept and Oct. as well. Hello, Hope everyone had a nice Thanksgiving. I was "up north" visiting family in Ohio. It was almost as warm as here in Florida. Tom, we did have astounding growth in PCA sales during the past couple months, but have very little to compare it to since we have only been doing this seriously for about 4 months, and have seen it compound monthly. Perhaps the increase in Newport sales is somewhat attributable to our efforts in "spreading the word" on AIM investing. I'm sure once newcomers evaluate our PCA and realize the potential of AIM investing, some of them are bound to step up to the "Professional" AIM software (Newport). The one hole in the software end of things still seems to be for the Mac users. Maybe someone will solve that soon. In the mean time, it seems that Mac users have found their own ways to get AIMing. We have found that our Excel spreadsheets will work for anyone using a "Power Mac" with a recent version of Excel installed. It seems these days, Mac's are equipped to open PC files. I would be surprised if this is a MSFT feature included on the Mac rather that an AAPL enhancement. If you know anyone using a Power Mac that would like to download a free copy of our new PCA v2.5 for Excel 97, let me know so we can be positive everything works. If any of our current users would like to download a free copy of the newest version 2.5, just drop me a note and I will be happy to send the URL and password of our free download site. We are currently working on the most difficult enhancements to our spreadsheet to date. We are working to make the "SAFE" adjustable both for buy and sell, and add a "cash adjustment" page to account for splits and adding or subtracting cash. I was thinking about building a version that allowed multiple stocks to be entered, sum the total value, and plug it into the system as a sort of "fund". When trade advice is issued, the user could use his "subjectivity" to determine which stocks to trade. Any thoughts on this? Is everyone else amazed at the "action" in these internet stocks? I think short of mortgaging the farm to buy Ebay at the IPO, AIM would be a very prudent strategy with some of these stocks since by now, you would be holding a lot less shares and have locked in profits. I can't imagine being "fully exposed" to some of these internet stocks at this point. Most agree that YHOO, at a p/e of 366 times next year's estimates and selling at 120 times this year's revenues, is unsustainabe. It will be interesting to see how this all plays out. Even my "hold for the next 30 years" stock, SUNW, has doubled since the October lows. It's a crazy market. A systematic investing technique is definitely in order. "Momentum" only lasts for so long. I wonder if going public with a name like Stocksystem.com would cause investors to buy shares at 100 times our annual revenues? Hey, that could be a lot of money....I don't think the ticker symbol STOK is taken...hmmm... Take care everyone and remember, there's plenty of time for E-Christmas shopping when you move at the speed of the net. If your going to the mall, you better get busy. Regards, Bill

To: OldAIMGuy who wrote (6318)	11/30/1998 10:18:00 PM
From: SAM	Read Replies (1) \| Respond to of 18928

Tom, speaking for myself and probably others your contributions to this thread are well taken! As an update, my kids science & tech fund using AIM had sells in the recent week booking a 41% LIFO profit! All this in only 3 months too! Thanks Mr. L.... and Mr. V ...

To: OldAIMGuy who wrote (6318)	12/3/1998 7:45:00 PM
From: Bruce A. Bowman	Read Replies (1) \| Respond to of 18928

Hi Tom- Terrific post. Of course, I've come to expect nothing less. re: sticking with the same stocks... I had some difficulty deciding what to do as the market sank into its quagmire. I couldn't really be sure that the horses I was riding were the best choice for getting back to even. I finally rotated a few and am pretty happy with the results. Of the the 3 stocks I rotated out, one has moved back up and is hitting new highs (BOBJY), but the others did a decent recovery then stayed level. One out of 3 isn't too bad and the new stocks are doing very well. Your post prompted me to look at where things stand for the year. Here's a blow-by-blow for my results with AIM starting just before I began using AIM in 2/97. In looking this over, I can see that there were times when I think I was in the wrong stocks and waited too long to make a change. Certainly in 7/98 I had a giant error in not taking profits in EGRP which has affected the last part of 1998 (around the end of the year I'll do a "what if" on EGRP and see what that mistake cost me). Clearly the first few months of using AIM created a personal target to shoot for, but I think it was also an unrealistic one. This year is probably a better measure since I don't have any gifts dropped in my lap of overnight doubles! But in all cases, it's already being in and not getting in late that has captured the most profits. Bruce --------------------- % Change Date Mo YTD T12Mo Cum 12/31/96 - - - - 1/31/97 3% 3% - 3% 2/28/97 43% 47% - 47% 3/31/97 -8% 36% - 36% 4/30/97 -6% 27% - 27% 5/31/97 7% 36% - 36% 6/30/97 7% 45% - 45% 7/31/97 18% 71% - 71% 8/31/97 3% 77% - 77% 9/30/97 13% 100% - 100% 10/31/97 -7% 86% - 86% 11/30/97 -11% 65% - 65% 12/31/97 -1% 63% 63% 63% 1/31/98 -1% -1% 57% 61% 2/28/98 14% 12% 25% 83% 3/31/98 0% 12% 34% 82% 4/30/98 3% 16% 48% 89% 5/31/98 -6% 9% 30% 77% 6/30/98 3% 13% 26% 83% 7/31/98 14% 28% 22% 109% 8/31/98 -24% -2% -10% 59% 9/30/98 -4% -6% -24% 53% 10/31/98 8% 2% -11% 66% 11/30/98 31% 34% 32% 118% 12/31/98 [This is return on the whole account including cash reserve. 8/31 & 9/30 the cash reserve was $0.]