New Years Resolution:
For those of you who are interested in starting new AIM positions in the next year, or so, why not start a "Virtual AIM Program" in the stocks/ETFs/Mutual Funds of your choosing, beginning in January. Since there are an average of 21 trading days per month, you might start 21 new programs in January, one for each trading day -- once you have it set up, it would likely take only 10 minutes, or less, per day (February usually only has 19 trading days, so you would have to spend 20 minutes on a couple of days). This would be a wonderful way to really get familiar with the AIM structure and methodology -- see what kind of issues work best with AIM and which do not do so well. Forward testing is better than back testing, in that we know the "future" with back testing, but not with forward testing. This would also give you the opportunity to "step-in" to an AIM program that you like with full confidence in the Cash/Stock percentages you use.
I believe the easiest method would be to set up a spread sheet in Excel and make a "template" of that format. And, rather than using a particular "date" of the month, I would suggest using the number of the "trading day" of the month (1st trading day, last trading day, 12th trading day, etc) as part of the Title of the SS. You might also set up spread sheets for the day before Options Expiration and the day of Options Expiration, for those of you who are interested in Options and how that might affect the "underlying" prices.
Another variation might be to set up "parallel" SS (on the bottom of the SS there are tabs for Sheet 1, Sheet 2, etc.) with the different Stock/Cash proportions -- 50/50, 67/33, 80/20, or VWave. You could also have one tab for running an "Ocroft Method" SS, when the particular issue met the qualifications he has described.
I think, if you set these up and diligently maintain them, many of your questions will answer themselves.
Wishing you all the best in this upcoming New Year.
Bob
