A.I.M. Users Bulletin Board

[OldAIMGuy]

Q2 Report:

Like Mr. Heinlein said,
"Climate is what you Expect, Weather is what you Get."

Retirement Account (invested as Ultimate Buy and AIM portfolio) 
                      Account          60% Global      Dow     S&P500     Nasdaq                                 
 Period              Gain/Loss       40% Bond Index 
 June, 2014            +1.48% 
 Q2, 2014              +3.17%           +3.73%        +2.25%    +4.72%    +4.97%   
 Q1 + Q2               +5.84%           +5.37%        +1.51%    +6.05%    +5.54% 
 Previous 12 Months   +15.27%

Anyone expecting gains like 2013 would be a bit disappointed. Those expecting the end
of the world were probably pleasantly surprised. Those who thought to
"Sell in May and Go Away"
didn't miss much, but money market rates didn't keep up with the markets.

My cash reserve still hovers near the 30% mark overall for this portfolio. The remainder
is divided up into income and equity investments globally. Not much trading done so far
in 2014 in this account with volatility low and nobody afraid of the Boogie Man any more.

Best regards,