Hi Allen,
Am I correct in understanding that you run your whole portfolio in one AIM basket and also track each position individually in AIM as well and that is what you mean when you say "iAIM"?
correct, one basket and iAIM is inverted AIM, for deep buys. this only for stocks, ETFs are in other machines.
Are you using the whole portfolio AIM as a way to re-balance the amount in each position periodically
No rebalancing, only AIM and iAIM.
You can rebalance if you want to or exchange a stock for a 'better' one. I buy only 'value' stocks, and if they are not 'value' anymore exchange them for better 'value'.
I like a dividend for each stock. Herbalife had perfect 'value' numbers, and a lot of value investors were invested also from Graham and Dodds ville(as far as i could see). The only thing they didn't do was paying a dividend.
Berkshire also does not pay a dividend. Buffett prefers VOO for 'simple' investors. VOO seems to be safer than BRK; VOO pays a dividend and it did not need a rescue in 2008.
If you get AIM sells you can terminate a stock and if you get AIM buys you can buy a new stock. iAIM for price enhancement. Manage your PC when you shift cash.
iAIM is not necessary, but produces activity while in the global hold zone.
Best, K
