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Hi Tombo..
Try this:
http://web.archive.org/web/20120610011543id_/http://www.aim-users.com/index.html
Take care.
Jon
VWave for the Week of February 6th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 1.52
VWave for the Week of January 30th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .08
VWave for the Week of January 23rd
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .08
Hi Steve..
And still CHAMP! Guess the markets can be distracting from things that are important. ;o)
Take care.
Jon
VWave for the Week of January 16th
Individual stocks: 62.14
Diversified mutual funds
or portfolio: 41.49
Oscillator: .09
FYI...What happened to the last two GRUBS? 38,000 and 39,000.
Just saying...
Hi Bob..
Thanks for sharing and not a bad time of the year to review and/or revise the various pieces of our 'business plans.'
I came across one that resonated for me by Charles Rotlbut, who is the editor of AAII:
"When things are going your way, it’s easy to think you’re good at investing. When things aren’t going well, it’s very tempting to change strategies. In between is the reality that the long term lasts beyond the period of time our emotions are willing to consider. Strategies with good long-term performance will falter from time to time. Risky strategies and those with subpar returns will look great when conditions are favorable to them. The key is to avoid being lulled by the events of today and stay laser-focused on the longer term. It’s not always easy to do so, but it is vital to your success as an investor." - Charles Rotlbut
Take care and thanks for your interesting and enlightening contributions to this board.
Jon
VWave for the Week of January 9th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 1.65
VWave for the Week of January 2nd
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 1.79
And may all AIMERS enjoy a Happy and Prosperous New Year!
VWave for the Week of December 26th
Individual stocks: 60.67
Diversified mutual funds
or portfolio: 40.45
Oscillator: -1.19
MERRY CHRISTMAS!
VWave for the Week of December 19th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 1.83
VWave for the Week of December 12th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .42
VWave for the Week of December 5th
Individual stocks: 63.79
Diversified mutual funds
or portfolio: 42.53
Oscillator: 2.01
A HAPPY THANKSGIVING TO ALL AIMERS!
WITH MUCH TO BE THANKFUL FOR.
BEST TO YOU ALL.
Jon
VWave for the Week of November 28th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .61
VWave for the Week of November 21st
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .66
Hi Tom..
You're right about ValueLine's P/E. It's back up to where it was last August....'slightly expensive.'
Take care.
Jon
VWave for the Week of November 14th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .72
VWave for the Week of November 7th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .77
VWave for the Week of October 31st
Individual stocks: 60.67
Diversified mutual funds
or portfolio: 40.45
Oscillator: -.73
VWave for the Week of October 24th
Individual stocks: 59.10
Diversified mutual funds
or portfolio: 39.40
Oscillator: -2.35
VWave for the Week of October 17th
Individual stocks: 59.10
Diversified mutual funds
or portfolio: 39.40
Oscillator: -2.54
VWave for the Week of October 10th
Individual stocks: 60.67
Diversified mutual funds
or portfolio: 40.45
Oscillator: -1.18
Hi Allen..
Great spreadsheet. Thank you for sharing. As posted earlier, the VWave for stocks has been in the 60's since September 2013. That is quite a contrast to October 2008 to April 2009 where the range for stocks was from 15 to 37 and the range for mutual funds or a diversified portfolio was 10-26. Sure seems like a long time ago!
Take care.
Jon
Good Morning, Allen...
Or are you getting it online and not from the paper copy and the new figure will be what I see with the next paper issue?
Hi Clive..
Right you are! We would have to go all the way back to September 9, 2013 to find the VWave under 60. This groundhog is pulling a Rip Van Winkle!
Best Regards,
Jon
VWave for the Week of October 3rd
Individual stocks: 60.67
Diversified mutual funds
or portfolio: 40.45
Oscillator: -1.27
VWave for the Week of September 26th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .19
VWave for the Week of September 19th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .20
VWave for the Week of September 12th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .22
VWave for the Week of September 5th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .23
This week AAII's editor, Charles Rotblut, wrote about Seven Rules for Beating the Market. For the most part it certainly sounds like he is describing AIM.
Rule 1: The optimal strategy is not one that maximizes return, but rather one that helps you stick to your long-term investing plan and achieve your goals. Big returns always sound enticing. Pitched by someone with a charismatic personality, a high-return strategy sounds even better. But if you can’t stick to the strategy because of its complexity, the volatility it incurs, the time commitment it requires, the number of transactions associated with it, your interest level or any other reason, then it’s not an optimal strategy for you. If you are unwilling to or can’t stick with a strategy, don’t use it.
Rule 2: Set up procedures to keep your emotions in check. The biggest threat to most people’s portfolios is not the economy, the Federal Reserve, valuations, or high-frequency traders, it’s their brain. The human mind evolved to cope with very different hazards than Mr. Market’s ever-changing moods. So be cognizant of what your emotional tendencies are and set up procedures to keep them in check. These can include pre-written sell rules, limiting how often you check your portfolio, triggers to periodically adjust your portfolio or consulting with a financial adviser.
Rule 3: Think and invest different. Your biggest advantage as an individual investor is that you are not tied to an investment objective. Rather, you are allowed to invest in anything your wealth, your financial goals and the tax code allow you to. So why focus on the 300 largest U.S. stocks when there are nearly 5,000 listed on the U.S. exchanges and a large choice of funds that invest in international securities? Better yet, why use the same strategy everyone else is or focus on the stocks currently making headlines? If you want to beat the market, you have to invest in a different manner than most people.
Rule 4: Use the wisdom of the crowds to your advantage. While market efficiency is a big hurdle for active strategies to overcome, there are benefits to be gained from paying attention to the collective thoughts of market participants. We (AAII) use relative valuation rules for managing our portfolios, letting the market help guide our views about what is cheap and what isn’t. The trend in earnings estimate revisions can tell you if a company’s outlook is brightening or worsening. Momentum indicators such as the 26-week relative price strength rank pair well with low-valuation strategies.
Rule 5: Higher Valuations = Greater Expectations = More Room for Disappointment. The more favorably people view a company, the smaller its margin for error. Far more money is made from buying stocks that are undervalued than from buying stocks that are overvalued. Even if you are a growth investor, make sure the stock is undervalued relative to its prospects (after ensuring those prospects don’t assume an overly optimistic outlook).
Rule 6: Lower your costs. Every dollar you pay in investment expenses and transaction costs is a dollar you will never see again. In addition to trading with less frequency, take advantage of the tax law. Put your most tax-efficient investments in your traditional brokerage accounts, and use your tax-sheltered accounts (e.g., IRAs) for your least tax-efficient investments and strategies. Your goal should be to maximize the benefit from what you spend.
Rule 7: Develop a consistent, well-defined approach to investing and stick to it regardless of what the market is doing. Being a successful active investor requires having a plan based on factors and strategies proven to work over the long term.
VWave for the Week of August 29th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .25
VWave for the Week of August 22nd
Individual stocks: 60.67
Diversified mutual funds
or portfolio: 40.45
Oscillator: -1.29
Hi Tom..
I attended a branch orientation meeting back in 1987 with 3 other brokers and at the end of the orientation the branch manager said, "I want you to to purchase a book and I don't want you to laugh at the title." I wrote down the title, laughed, and quickly forgot about it until 1990 when I visited a Barnes and Noble and spotted the paperback. The rest is history.
A special thanks to you, Tom, for your all of your efforts keeping it alive and current.
Jon
VWave for the Week of August 15th
Individual stocks: 60.67
Diversified mutual funds
or portfolio: 40.45
Oscillator: -1.39
VWave for the Week of August 8th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: -.75
Hi Tom..
Yup. I almost made a comment about 9 weeks in a row. Guess I just did! I remember back in November, December of last year when we were trapped at 63.79 for one quarter (As in 13 straight weeks).
Should be another interesting week. Even in the summer.
Jon
VWave for the Week of August 1st
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .06
VWave for the Week of July 25th
Individual stocks: 62.23
Diversified mutual funds
or portfolio: 41.49
Oscillator: .06