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Hi gang,
Would it be possible to use a bond instead of cash as reserve? What do you guys think?
Ocroft thank you but how would you deal with the scenario where a market Buy order is issued for Jan and Feb, but a Sell order is issued for March? I expect that we sell as told by BTB Aim, but then when do we make the Jan and Feb aggregated delay Buy since March already told us to Sell. Thanks again.
I just want to reiterate my understanding if you don't mind and thank you for answering my question.
I start off following BTB AIM, but once Delayed AIM makes a purchase once MKT Order becomes $0 after a series of BUYS from BTB AIM, I then start following Delayed AIM's Buys / Sells orders and completely forget about BTB AIM's order. Am I correct? Thanks again
Thank you Tom and TF for your replies!
So do the subsequent buys still follow the BTB AIM or follow Delayed AIM since the PC for the Delayed AIM has changed at a different time than from the BTB AIM. I hope I'm clear
Hi TF,
Thanks for your reply. I have been holding ETF only in my pool like you suggested since I first visited last year.
BTW, after reading about ocroft delayed AIM and i understand we accumlate the buy side dollar amount until market order is $0 to actually perform the buying. But how does one perform record keeping? Would you give an example? Thanks
Tom, is Zigzag useful in determining what's a good candidate to AIM?
Hi Tom and everyone who is reading this,
First off, Happy belated holidays and a happy new year!
I'm off to picking a new asset to AIM, but would like to know if you can give me an example of using Zigzag to figure out if a ticker is good for aiming. I've looked over some older posts by you and Don, but the pictures associated with those post are no longer available. Can you somehow tie together how I would go about using a Zigzag indicator with the AIM Buy / Sell / Min trade % variable? Much thanks and looking forward to your reply.
Thank you Clive. This is work great. Take care!
Happy new year everyone!!!
It's a new year and part of my NY resolution is to move my AIM paper and pen to an excel spreadsheet. I was wondering if any of you would be kind enough to give advice or share your AIM portfolio tracking/management template on excel for me to build my portfolio on? It would help greatly. Much thanks and take care!
Hi Grabber
Was womdering how you go about selecting your picks for LD-AiM. Thanks
Tom, Adam, Grabber, Toof
Tom: Thanks for looking into the domain matter. I hope it gets back up since it has a lot of good info.
Adam & Grabber: You guys should check out FreeNAS (like a synology, drobo, and readyNAS). It's basically a network file server with redundancy and it's free. Gotta love Open Source Software. Best of all, you can use any old computer you have around (Your Media server machine, Adam). There are a bunch of tutorials on youtube and the internet on how setting it. It's simple. I have a HP N40L PC that has 6 hard drives in it and it can handle 2 drive failures before I lose my data. So I have around 12TB (4 x3TB drives of actual space and 2x3TB drive for redundancy) of space I use to store my movies, documents, family photos and financial statements. Setting up is actually realllly easy. No more than 10 minutes of your time and everything is just point and click etc. Feel free to ask me if you have any questions on setting it up. I don't know much about AIM, so this is all I can contribute in return for all the help I've received from this forum.
Toof: Thanks for the explaining on LD-AIM. :)
Thanks Grabber. I got the email.
Is there any tutorials on how to get started with LD-AIM? I'm trying to introduce that concept to my in-laws, and weren't able to pull up the aim-users.com website. Thanks
Congrats Grandpa Grabber. Kids are wonderful and they grow up too fast. Starting planning a LD-AIM account for him :)
Congrats Tom! Hope those shares you shipped off will do good work for their new owners. Hehehe :)
Nevermind. I found the answer to my own question under TAX ANALYSIS on MorningStar.com. Thanks again
what are the tax implications on keeping the cash portion in AALPX?
Thank you Toofuzzy and ls7550 for the clear explanations. :)
Hi Toofuzzy
Would you kindly spend a moment of your time to explain what you meant by "shy now and tlt when rates peak"? Which rates am I looking at? Apologize for such a question but there are so many interest rates available. Thank you.
Thanks for the quick replies. I'm going to try it out now.
Tom, would you know if it's still possible to get ahold of the NEWPORT application? I've emailed the creator listed on the application website, but my email was bounced back with an error in delivery. Thanks
Did Newport create the charts you posted in:
http://www.aim-users.com/etfunds.htm
That was a brilliant explanation! Thanks Clive, Toof and Tom. Your words as well as the other active members here are truly entertaining to read. Keep up the great work!
That was a brilliant explanation! Thanks Clive. Your words as well as the other active members here are truly entertaining to read. Keep up the great work!
Thanks for your feedback guys!
What criteria/guideline do you search for when finding good AIMable ETFs? I understand there isn't a single aspect to look for, but is there a guideline or variables I should focus my attention on?
So far I've read:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69147667
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=62941927
My current portfolio consist of the ones Toof recommended last month (IVE, iWN, EFA etc) from:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=83701113
and I balanced them to the best of my ability by following the UBAH guideline Tom shared.
My current AIM settings is Buy Safe at 10% and Sell Safe at 5% and Min. Trade at 5% of Portfolio Value (how do I know when I should adjust those setting depending on the market? My apologies for asking such silly questions, but I'd like to learn to do things on my own than having to bother you guys every now and then). I just want to thank you all for putting up with my questions and guiding me this far. Learned so much these past 2 months from this forum.
Thanks Comrades. I will look into the advices given. Stay healthy my friends.
Economy is a good servant, but a bad master.
Finally got my AIM portfolio geared/padded up and about to push it down a steep slope. But before I do, I'd like to gauge what you ladies and gentlemen are doing with your cash reserve. I have a good portion (about 50% of the initial investment according to the vWave) sitting in a bank's savings account, but the interest rate is abysmal and I feel like the Cash portion is taking a nice vacation by just sitting around. What other venues are there where I can place the Cash portion to make my money work? Thanks again!
Thank you. This place is a gold mine! Take care!!
It corresponds to Cash.
My other reply to your post have links that goes into more info about the v_wave.
Hi Patrick,
I asked about the v_wave not too long ago and was given wonder replies by TooFuzzy and OldAimUser.
Here are the replies to my v_wave question:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=83848217
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=83847583
Question post:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=83842970
Hope these helps!
TITLE: Question - Dealing with Commissions and Annual Expenses
Hi Guys/Gals,
I'm drafting my own spreadsheet for AIM use (I know I can download them, but by me doing my own I'll get to learn better). I'm pretty sure you guys have had this discussed to ad nauseum, but please bear with me because I'm a little confused and can't search the forum to find the answer. I just want to pick your brains to see if how I'm doing it is kosher with the more experienced AIM users.
My understanding is this: *Please tell me if I'm doing it wrong*
Commissions:
$10 commissions per trade and I'm buying 100 shares @ $7 per share which totals to $710 with commissions included. Now I'd be adding $350 to Portfolio Control, $700 to Stock Value and subtracting $710 from Cash.
Annual Expenses:
Say an ETF charges 0.4%. If I have $1000 that means it's a fee of $4 per year, now I'd deduct the $4 annually from the CASH without touching any other variables?
Thanks again and looking forward to your replies.
I'm writing down my ETF questions in my little notebook as I come up with them and will be posting them on this forums to ask you all (Joy, right?). Take care!
Thank you so much. I get it now... Finally! You guys are great! Good night.
TITLE: Hello Tom or anyone who can help me answer this question; v-Wave question
Upon re-reading your reply this morning I came to question my understanding of your post. I thought I had a grasp of the v-wave, but now I think I don't. Please bear with me. It takes awhile for me to pick certain things up. :P
In your reply you stated for the week of 12/14/2012:
Individual Company Stock Risk (cash) Range
10th Percentile = 38.8 or below Low Risk; 90th Percentile = 59.1 or above High Risk
Diversified Mutual Funds or Portfolios Risk (cash) Range
10th Percentile = 25.9 or below Low Risk; 90th Percentile = 39.4 or above High Risk
Say I'm plopping down $10,000 and I'll be using the Individual Company Stock Risk Range at 10th percentile. Does that mean I'd keep 38.8% ($3,880) of my portfolio value as CASH and invest the 61.2% ($6,120) of the remain funds into a particular stock in the initial setup?
OR
Do I just take 38.8 and multiple it by the beta of a stock (AMD) which is 2.21 to get 85.748% (thus keeping $8574 as cash reserve and investing $1426 in AMD)?
As taken from the main page:
v-Wave.... "It should be multiplied by your stock or portfolio's BETA to get the cash reserve level of less diversified or more aggressive holdings."
Thank you. Confused...
TITLE: Software used to track your AIM portfolio?
BODY: I'm embarking on the AIM technique as mentioned in my prior posts. As I'm getting ready to lay down the foundation and crack open my piggy bank, I'd like to know what are you guys/gals using to keeping track of the AIM records. I was contemplating on using good'ol paper and pen, but that gets too messy too quickly. Excel would be nice, but after 15 or so years later it could be cumbersome to navigate the plentiful amount of records and not to mention confusing as well. I plan to keep a portfolio of multiple financial instruments. Thanks and like always, I'm looking forward to your replies.
Toofuzzy and Tom. I really appreciate the time you two too to reply to my questions. Pretty much cleared up my confusion. Thank you. This forum will be seeing a lot more of me in the coming months to years. :)
Hi everyone,
Hope ya'll are staying warm in this weather.
I'm writing to inquiry the opinions of those who are more experienced than me in this method of investment. I'm considering diversifying my portfolio using the AIM method by purchasing ETFs, but would like to know how one should go about calculating the percentage of cash allocation to each instruments. Much thanks and looking forward to your replies.
P.S. Mr. Veale, if you would... Would you explain how you came across the value of 100 in STEP 2 and 0.73175 in STEP 3 used in your calculating of the v-Wave. Is the post #30219 still relevant in today's vWave calculation? Much thanks in advance!