Hi tf

That one has been around for while. I do dca. I'm looking to enhance its efficy.
That is why I'm interested in systematic plans. Over lump sums.

Info

Hi lc bb tf

Post 528 I believe

Hi lc bb

You can dampen the buy recommendations by taking square root of the greater than 1 multiplier.
Thus 1.2 1 square root would be 1.1. You can even use the cube root if you wanted.You can also prevent cash burn by having a maximum on multipliers over 1.


You can wait for a minimal downward movement before buying as defined by your own evaluation.
such as a 10 percent or 15 percent price movement. That limits also cash burn in not buying as frequently.

In my own playing with synchrovest I found It works best with volatility. But the real world dealing with the movements on a volatile issue can be nerve wrecking.


I know Don Carlson had a ladder system that you might find interesting. It was called easy money or such as well as it was called ladder to success.

You can also try toofuzzys suggestion on a simple investing system. Ill have to look up his post number


infooverload

Hi Lostcowboy

I think with Value Averaging There are sells when the security out performs its planned performance.
I also think he increases the contribution amount to pace inflation.

Synchrovest in 2nd gear would increase purchases in two ways. Once a full sale is made of all securities, the proportion of buys when price is below cost of shares increases also. I forgot at what point one also goes from 3/4 of monthly contribution to 100% of monthly installments. I'll have to find the book again for the exact point of increasing the amount

I've thought a lot about variants of dollar cost averaging. I think synchrovest 1st gear is probably the middle path. I think liquidation and restarting the program should be at 40% profit. The amount you quoted Ms, Tomlinson.

I'm glad your board is still active as I enjoy exploring your posts . I find them very educational.

test

Hi neko

If you want to run it on a Mac download Boxer a dos emulater. Download gwbasicc from the Internet. Upload the programas a text file. Save as aim. Bas. Droag
and drop program into boxer on the gwbasic Icon. Should run.

Hi D42

I ran 4 cycles of lichellos twin vest 10-15-10 series
Twinvest remained at 17% profit

Synchrovest approached 190 % profit after 4 cycles . Its feedback overcame a slow start.

infooverload

Hi Daisy 42

The value of synchrovest is in the downcycle of investing money to reduce the cost per share. In running the program of synchrovest and in preventing negative bank balances and shares owned. Were one to run it over multiple cycles of 10-15-5-10. One would find synchrovest returns increasing more rapidly. One has to pick a sell out point that matches the stocks own performance criteria. Lichello recommended 100% for his 10-8-5-4 etc. However that might not be appropiate for this series.

You might add a synchrovest type tweak to twinvest in when the vale is less than the twinvest value of eg.$750. (10*.75*100) you take the extra e.g. price is now $8. and buy ((10/8)-1)times cash reserve in addition to the regular contribution.

When price is high at your own determination sell the surplus and add it to the cash reserve. Not necessarily complete liquidation.
You now have hybrid twinvest-synchrovest investment machine.

Good Luck.

Hi Lostcowboy and 1 step

I'm glad your back at your SIG Board.

1step . Why don't you synchrovest in first gear. I looked at your stock"s beta . They are all low volatile low beta. Few will drop 10%. Why not use what you learned in Lichello's book and modify it to your stocks. Synchrovest uses Cost Per share. CPS is a truer metric than an arbitrary price drop. Just a suggestion.

I like you also use dca or such to invest in retirement.

Infooverload

Hi istep

Lichello wrote a second method of dca called synchrovest. See post 1917 this board about a brief explanation of it. Also SIG board has post about it. It is likeAdvanced dollar averaging but recycles the profits. Also board 966, systematic investing group post number 28.

infooverload

Hi 1step

Mr. lichello wrote superpower investing a dollar cost average type of investing that recycles profits .
His technique was called synchrovest. You might want to read the book.

A milder form of it was called advanced dollar averaging. Go to board #966 systematic investment group has tons of stuff on various plans. Check out post 607 or so it has a link to advanced dollar averaging

Infooverload

Hi Praveen

I just want to make sure I understand your system.

In classic aim lichello terms

The Portfolio Control equals the Constant Value you choose. This value theoretically never changes.

The safe in your system is +/- 10% around the constant value/Portfolio Control. This is a no action

buy sell zones . When the price is greater than or less than this zone you rebalance back to the

constant value amount by apropiately selling or buying as needed.

Hi Tom

I've been away for awhile. I just noticed that one of the boards in the aim grouping is a Constant Value Plan. The Stock Trading Riches Boaerd. The Pc is held constant I think. Unlike aim which over time grows. Should make interesting contrast. That board makes more sense to be grouped here than CANSLIM a momentum style of investing.



Best Wishes

infooverlad

Hi tom, toofuzzy, ls7750

An IT person at work told me of a program called winebottler for mac which is a faster way to install the emulator. There is a video on you tube about it also. Perhaps those who wish can run newport on macs

To Mac users


With the loss of dos newport. Probably the best and cheapest way is to install Wine a windows emulator on a macintosh computer it is free and in public domain. One good tutorial on it is davidbaumgold.com/tutorials/wine-mac

The good thing is it doesn't require xp or other windows os's for it to run.

I haven't tried it so i don't know if it will work with newport windows version.

I believe it the program wine catches system calls by the windows compatable applicartion ,this case newport and handles it as if a real windows os was present . If it works let me know

There is also an equivalent program of wine for linux.
Good luck

Hi toofuzzy, tom , ls7550 and others

A dos emulator using newport dos version should work. One very good emulator is boxer for macs. I have run myway an aim type dos program on it.`

I do not have newport dos nor do i know where to get it. hopefully one of the experienced aimers might post its availability. This way mac users would have an inexpensive way to run newport without having to purchase xp or such and use mac boot camp.

Hi Tom and Toofuzzy

Wandering the web I found a reference to amibrokers and an aim add on. I know it involes aiming as one of there resources to click on was the aim-users site

Does anyone know anything about it?

Hi lostcowboy

I was reading the 4th Edition of Brian Millard's Stocks and shares. In chapter 9 page 132-146.

He discusses and compares 3 installment methods. Constant purchase of number of shares, Dollar cost averaging and advanced dollar cost averaging. something similar to twinvest.Uses cost per share rather than twinvest number. the latter did the best.

Is there a indicator such as beta that indicates what it is best for dca, twinvest or synchrovest program.

Is there anyone synchrovesting? I just started an experimental program




Best wishes

infooverload

Hi Tom ,Aiimster,Lostcowboy

I got a very nice reply from systematic investing. It was an Aim spreadsheet not an installment type investment spreadsheet.

Hi lostcowboy


wandering the web I found a reference to another investing system circa 1998-2000 I guess.

IT was about buying high and selling low. It was by william mckinley of investing systems Inc.
it was called portfolio pilot. When I further googled I learned he was associated with PCA aim system. Is his system a twinvest or synchrovest system?

Do you have any information ?

hi Aimster

His work is patented and is pretty reasonably price.

We have synchrovest and twinvest. You can take the cost per share/recent price and square it then times it by base installment investment when selling and get a reasonably strong sell.

base investment =500 or aka installment per month

if selling shares
if prices are rising
base price or cps =10
new price is 11

11/10^2=1.21: 500*1.21 =605
..............................................................

if prices are falling and selling shares
base price =10,
new price is 9

9/10^2=.81: 500*.81=405
............................................................
Also praveen puri has a site where he usual virtual shares. You google him or his book with virtual shares as search words should turn it up. It is a more aggressive application of his investment approach

dear toofuzzy

I do follow a plan . And from the comments of you and other aimers and their insights I have changed how I invest. I used to dollar cost average and now i twinvest with a some elements of synchrovest .

As you know i program in Microsoft basic language aka as gwbasic.I use it to run simulation of real data to see if i can enhance returns. I am interested in how others do it. From studying what is written especially on SIG and lc insights, your own posts have been also very helpful and instructive to say the least, as well as other aim boards i have learned a lot. Tom's site has been a big help as well.

dca advanced dca twinvest and synchrovest are all refinements of one on another. The reverse dca site is another approach that might have use and refinements in enhancing our returns. If we can squeeze a percent here and a percent there while reducing risk . we will be that much ahead.
As you know from previous discussions by combining elements from various approaches one can enhance an approach. I am aware that at some point there is a diminishing return for the effort expended. But i do enjoy learning how others do it.

THANK YOU many times over for your kind hearted concern on a newby's progress. I appreciate what comments are issued by you and others and i do try to incorporate what I learn.

Thank you
Infooverload

Hi lc and others

I found a web site with twinvest /synchrovest type software .
the web site is reversedollarcostaverage.com . it is commercial software about $30.

do you know anything about it.

test

Mystery solved. eric s. emory in when to sell stocks . Was a variant of constant dollar investing. Where profits were sold at a certain calendar date. When losses ocured all the cash reserve on the same calendar date the following year was reinvested. so on.

Stock market riches by praveen puri . I bought the book. It is constant dollar investing with additional contributions put into distinct shares and managed separately. so its suitable for ira's and fits into SIG realm of study.

All be well!

Results of new algorithm
twinvest synchrovest hybrid 2673
classic twinvest 2469
dca 2303

test run on lichello's 4th edition twinvest chart pages 232 233

I need it to be tested

I have a google gmail account
xxxinfo.overlxxxoaded xxxx without xs. It is gwbasic can be run on free liberty basics just basic interperter. If you wish send me an email for a copy

I rewrote the algorithm for twinvest/synchrovest hybrid program i need someone to test it before i post it.

for the programs to benefit all and be modified freely without any fears They are placed in the public domain with the restrictions that nothing is charged for them and the warning about possible errors are included so people exercise due diligence.

The second program the twinvest/synchrovest one i am trying to skim off any money that is 10% above cost. the profits are placed into a cash reserve fund to accelerate growth when the stock dips and calls for larger contributions . Then the funds are reinvested at what ever rate twinvest calls for .,

I realize there is work to correct what ever errors of logic and programming that need to be corrected.

typo correction 614,615

140 if p=0 goto 250

correction message 615,614
alternate for own data input

120 input "new price";p

correction message 615,614
alternate for own data input

120 input "new price";p

test

Twinvest/synchrovest ms basic aka gwbasic program

users be aware subject to programming, logic or typo errors

Symbols
m=money installments monthly
p=initial price:or new price
tv=twinvest amount
n= shaeres owned
b=bank
e=a counter
a= action bought or sold in dollars
mo=money at risk or invested in shares
np =new price
v=value of shares owned in dollars
np=new price

Actual program code
10 clear:e=1
20 rem twinvest/synchrovest hybrid
30 rem due diligence"
40 clear
50 open"xyz" for output as #1
60 input "m";m
70 input "p";p
80 input "tv";tv
90 tv=int(tv)
100 n=m*.75/p:n=int(n*10)/10
110 b=.25*m:b=int(b*10)/10
120 read p
130 e=e+1
140 if p-0 goto 250
150 a=tv/p:a=int(aP10)/10: if -a<-m-b then a=b+m
160 b=b+m-a:b=int(b*100)/100
170 n=n+a/p
180 mo=mo+a:mo=int(mo*10)/10
190 np=p
200 v=n*np:v=int(v*1`0)/10
210 if v>1.1*mo then goto 290
220 if v<.9*mo then goto 440
230 write#!e,p,b,v,mo
240 goto 120
250 cls :print "total value ":b+v
260 print "bank ";b
270 print " number of shares ";n
280 close:end
290 b=b+(v-mo)
300 v=v-(v-mo)
310 n=n-(v-mo)/p
320 mo=mo-(v-mo)
330 goto 120
340data 8,5,4,5,8,10,8,5,4,5,8,0
440b=b-(mo-v)
450 v=v+(mo-v)
460n=n+(mo-v)/p
470mo=mo+(mo-v)
480 print "sell ";int(mo-v)/p
490 goto 120
500 rem ms dos twinvest synchrovest hybrid by infooverlad. DUE DILIGENCE PLEASE !

alternate for line 110 input"price ";p
your own data

Twinvest/synchrovest ms basic aka gwbasic program

users be aware subject to programming, logic or typo errors

Symbols
m=money installments monthly
p=initial price:or new price
tv=twinvest amount
n= shaeres owned
b=bank
e=a counter
a= action bought or sold in dollars
mo=money at risk or invested in shares
np =new price
v=value of shares owned in dollars
np=new price

Actual program code
10 clear:e=1
20 rem twinvest/synchrovest hybrid
30 rem due diligence"
40 clear
50 open"xyz" for output as #1
60 input "m";m
70 input "p";p
80 input "tv";tv
90 tv=int(tv)
100 n=m*.75/p:n=int(n*10)/10
110 b=.25*m:b=int(b*10)/10
120 read p
130 e=e+1
140 if p-0 goto 250
150 a=tv/p:a=int(aP10)/10: if -a<-m-b then a=b+m
160 b=b+m-a:b=int(b*100)/100
170 n=n+a/p
180 mo=mo+a:mo=int(mo*10)/10
190 np=p
200 v=n*np:v=int(v*1`0)/10
210 if v>1.1*mo then goto 290
220 if v<.9*mo then goto 440
230 write#!e,p,b,v,mo
240 goto 120
250 cls :print "total value ":b+v
260 print "bank ";b
270 print " number of shares ";n
280 close:end
290 b=b+(v-mo)
300 v=v-(v-mo)
310 n=n-(v-mo)/p
320 mo=mo-(v-mo)
330 goto 120
340data 8,5,4,5,8,10,8,5,4,5,8,0
440b=b-(mo-v)
450 v=v+(mo-v)
460n=n+(mo-v)/p
470mo=mo+(mo-v)
480 print "sell ";int(mo-v)/p
490 goto 120
500 rem ms dos twinvest synchrovest hybrid by infooverlad. DUE DILIGENCE PLEASE !

alternate for line 110 input"price ";p
your own data

thank you all AIMers and SIGers

warning might contain errors of programming or logic or typos

EXPLANATIONS OF SYMBOLS

ms basic program for constant value plan
M=money invested total
p=Initial price of purchase
b=bank or cash resxerve
n=number of shares
sv=stock value ,share value
a=action or amount bought or sold
z=amount devoted to stock purchase in decimals e.g. .75
np=new price

ACTUAL PROGRAM
1 rem may contain errors of programming or logic or typos . Use at own risk. entertainment purposes only.
10 input "money";M
20 input "initial price";p
30 input "z in decimals (0- 1)";z
40 rem input part
50 b=m-z*m
60 n=z*m/p
70 sv=z*m
80 input "new price"; np
90if np =0 goto 250
100 a=sv-n-*np
110 if a = 0 goto 80
120 if a >0 goto 140
130if a<0 goto 200
140 a=abs(a):if a>b then a=b
150 n=n+a/np
160 b=b-a
170print "buy shares"; a/np
180 goto 80
190END
200 a=abs(a):if n-a/np<0 then a=n*np
210 n=n-a/np
220 b=b+a
230print "sell shares";a/np
240 goto 80
250 print sv + b
260 rem constant value algorithm in ms basic by infooverload .Due diligence please

YOU CAN USE JUST BASIC FOR WINDOWS AND HOT PAW BASIC FOR MACS AND WINDOWS TO RUN IT OR OLDDOS DOWNLOAD FROM MICROSOFT TO DOWNLOAD QBASIC FOR WINDOWS

PLAY WITH AND ENJOY IT TO EXPERIMENT WITH IT AS YOU LIKE.

ps you type zero at new price -np to end program

As I am a beginner I am going to digest the information.
Thank you for answering and explaining your answer.

Mr Praveen Puri has a web site. He has a technique of using virtual shares to enhance performance of his method. I found it and lost the web site address. You can find it by googling virtual shares stock trading riches. You might be interested in it.

Thank you for the information

To all who supplied answers about Macro Aim. Thank you for your answers. It was very helpfull.

To lostcowboy

I came across an author who is associated through reference to Mr. Lichello, Mr. Praveen Puri. His book is "Stock Market Riches".
I am looking for a way to use general stock/fund trend as a bases for making a buy/sell decision. That decision will have statistical-probability on its side for an informed decision.

I am trying to implement a macro aim approach. Before I lay out another 18(price plus shipping plus taxes at Amazon) dollars on another book , Do you have any thoughts on this process of his. Is it another Aim variant ?. Is there any boards or posts that deal with it?

In using macro aim . The cross over event of long and short moving averages signals a buy or sell.

I am confused over the cross over event.

Assume a stock has been rising in price in the recent past Now the market has changed.

The short moving average crosses from above to beneath the long moving average. Is this the sell trigger event? Or is it when the short moving average crosses from below to above the long moving average is the trigger for the sell event.