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VWave for the Week of March 16th
Individual Stocks: 60.67
Diversified Mutual Funds
or Portfolio: 40.44
Oscillator: -2.45
_________________________
Year Ago
Individual Stocks: 62.23
Diversified Mutual Funds
or Portfolio: 41.49
Oscillator: -.05
Hi Clive..
6 Sig uses a base allocation of
60% MVV Midcap 400
40% Schwab Bond SCHZ
9 Sig uses a base allocation of
60% TQQQ
40% AGG
The buying throttles on both the 6 Sig and 9 Sig is 90%.
A reset to the base allocation occurs when the bond balance is signaled to reach 0%. i.e. 100% stocks. In essence when a quarterly buy signal would take all of the bond balance into the stock fund, it is overridden and reset to 60/40.
It does target 6% and 9% quarterly with the excess going to the bond fund.
Jason also uses a “30 Down, Stick Around.”
I believe he uses SPY for IJR and MVV and TQQQ for 9 Sig.
“Stick Around” is triggered when the quarterly closing price of SPY (TQQQ)
falls 30% from its quarterly closing price high within the past two years.
Stick around means you ignore the next four sell signals. In a row or not, you ignore them. You exit this mode and resume the regular plan after you have ignored four sell signals OR two years have passed.
Hope this helps.
Take care.
Jon
Hi TF...
Kelly has 3 Sig which uses IJR and a bond fund.
Then 6 Sig which uses MVV and a bond fund.
And finally, 9 Sig which uses TQQQ and a bond fund.
As you know it’s very similar to AIM and trades quarterly.
Take care.
Jon
Hi Tom..
Jason Kelly had a great quote in a recent newsletter. He has a 9 Sig strategy very similar to AIM and trades quarterly.
“It’s inappropriate to refer to rising prices as “winning” and declining ones as “losing,” because both are part of a profitable process. The metaphor I like is respiration. Neither inhaling nor exhaling is preferable, but part of the necessary package. Just as we don’t think of inhaling as winning and exhaling as losing, nor should we assign those labels to price movement. Hence, February showed a decline, that’s all, and one we hope persists another month.”
Take care.
Jon
It certainly seems that way. I have a sneaking suspicion there are a couple of lurkers out there. ;o)
VWave for the Week of March 9th
Individual Stocks: 60.67
Diversified Mutual Funds
or Portfolio: 40.44
Oscillator: -2.65
_________________________
Year Ago
Individual Stocks: 62.23
Diversified Mutual Funds
or Portfolio: 41.49
Oscillator: -.06
VWave for the Week of March 2nd
Individual Stocks: 60.67
Diversified Mutual Funds
or Portfolio: 40.44
Oscillator: -2.87
_________________________
Year Ago
Individual Stocks: 63.79
Diversified Mutual Funds
or Portfolio: 42.53
Oscillator: 1.50
VWave for the Week of February 23rd
Individual Stocks: 60.67
Diversified Mutual Funds
or Portfolio: 40.44
Oscillator: -3.09
_________________________
Year Ago
Individual Stocks: 62.23
Diversified Mutual Funds
or Portfolio: 41.48
Oscillator: .06
Great visual. Thanks, Tom.
VWave for the Week of February 16th
Individual Stocks: 60.67
Diversified Mutual Funds
or Portfolio: 40.44
Oscillator: -3.34
_________________________
Year Ago
Individual Stocks: 62.23
Diversified Mutual Funds
or Portfolio: 41.48
Oscillator: .06
VWave for the Week of February 9th
Individual Stocks: 65.36
Diversified Mutual Funds
or Portfolio: 43.57
Oscillator: 1.09
_________________________
Year Ago
Individual Stocks: 63.79
Diversified Mutual Funds
or Portfolio: 42.53
Oscillator: 1.63
In the precious metals, looks like the commercials ie JP Morgan, have taken the ‘paper’ futures down again so they can buy the physical cheap. They have been doing this for almost 6 years.
Hi Tom...
You didn’t miss anything, Tom. That’s the highest it’s been going back to 1982. And with the P/E at 21.1 that certainly puts relative valuation in the balcony.
Take care.
Jon
VWave for the Week of February 2nd
Individual Stocks: 66.92
Diversified Mutual Funds
or Portfolio: 44.61
Oscillator: 2.74
_________________________
Year Ago
Individual Stocks: 63.79
Diversified Mutual Funds
or Portfolio: 42.53
Oscillator: 1.76
VWave for the Week of January 26th
Individual Stocks: 65.36
Diversified Mutual Funds
or Portfolio: 43.57
Oscillator: 1.39
_________________________
Year Ago
Individual Stocks: 63.79
Diversified Mutual Funds
or Portfolio: 42.53
Oscillator: 1.90
Good Morning, Tom..
Thanks for summarizing and sharing your AIM time capsule. More importantly, thank you for your support and encouragement for all those who have been members and contributors to this board. I am certain it has had a truly positive effect for all those who have and are attending this class!
Take care.
Jon
VWave for the Week of January 19th
Individual Stocks: 65.36
Diversified Mutual Funds
or Portfolio: 43.57
Oscillator: 1.50
_________________________
Year Ago
Individual Stocks: 63.79
Diversified Mutual Funds
or Portfolio: 42.53
Oscillator: 2.05
VWave for the week of January 12th
Individual Stocks: 65.36
Diversified Mutual Funds
or Portfolio: 43.57
Oscillator: 1.62
_________________________
Year Ago
Individual Stocks: 63.79
Diversified Mutual Funds
or Portfolio: 42.53
Oscillator: 2.22
HAPPY NEW YEAR, AIMers!
VWave for the week of January 5th
Individual Stocks: 65.36
Diversified Mutual Funds
or Portfolio: 43.57
Oscillator: 1.75
_________________________
Year Ago
Individual Stocks: 63.79
Diversified Mutual Funds
or Portfolio: 42.53
Oscillator: 2.39
VWave for the week of December 29th
Individual stocks: 65.36
Diversified mutual funds
or portfolio: 43.57
Oscillator: 1.89
Thanks, Ken. And a Merry Christmas to you!
VWave for the week of December 22nd
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: .48
VWave for the week of December 15th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: .52
VWave for the week of December 8th
Individual stocks: 65.36
Diversified mutual funds
or portfolio: 43.57
Oscillator: 2.13
VWave for the week of December 1st
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: .73
Happy Thanksgiving, AIMers!
VWave for the week of November 24th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: .79
VWave for the week of November 17th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: .85
VWave for the week of November 10th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: .92
VWave for the week of November 3rd
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 1.00
Hi Tom..
With the current annual inflation rate (September) at 2.24 and this week's VL P/E at 20.1 it would seem that at 22.34 we are in the red zone for relative valuation. S/T are at 1.12 still below the inflation rate.
I have read your explanation regarding Elaine before but it certainly is a timely and relevant reminder. IMHO. ;o)
Take care.
Jon
VWave for the week of October 27th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 1.08
VWave for the week of October 20th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 1.16
Hi Tom...
That certainly seems to be the pattern. But then on the other hand (sounds like an economist) once the pattern is observed it just might fool the observers. ??
Take care.
Jon
VWave for the week of October 13th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 1.25
VWave for the week of October 6th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 1.35
HAPPY BIRTHDAY , TOM! ??
VWave for the week of September 29th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: -.10
VWave for the week of September 22nd
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: -.11