Thursday, August 28, 2014 2:27:34 AM
Re: AIM performance.......
The tops of the blue bars are the total AIM portfolio value in these images i.e. green (cash) and blue (stock) bars are stacked. The scaling is also the same as the stock (red) scale - so you can see a direct comparison between buy and hold (red) and AIM (tops of blue bars).
AIM settings : Monthly reviews, 20% initial cash reserve (i.e. AIM-HI = Robert Lichello's last incarnation of AIM), 10% of stock value minimum trade size, 10% SAFE, 20% Vealie.
Dividends were assumed to be automatically reinvested into buying more shares, AIM's 'cash' was assumed to be invested in VFISX. No adjustments for trading costs, spreads nor taxes were included.
AIM started from a relative high
AIM started from a relative low
As another example, below is a AIM chart where both cash interest and dividends are ignored.
The tops of the blue bars are the total AIM portfolio value in these images i.e. green (cash) and blue (stock) bars are stacked. The scaling is also the same as the stock (red) scale - so you can see a direct comparison between buy and hold (red) and AIM (tops of blue bars).
AIM settings : Monthly reviews, 20% initial cash reserve (i.e. AIM-HI = Robert Lichello's last incarnation of AIM), 10% of stock value minimum trade size, 10% SAFE, 20% Vealie.
Dividends were assumed to be automatically reinvested into buying more shares, AIM's 'cash' was assumed to be invested in VFISX. No adjustments for trading costs, spreads nor taxes were included.
AIM started from a relative high
AIM started from a relative low
As another example, below is a AIM chart where both cash interest and dividends are ignored.
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