A.I.M. Users Bulletin Board

[Conrad]

I noticed that on this Back Test Program
http://www.etfreplay.com/combine.aspx

the 3 year Buy & Hold Yield of Spy is almost 60%, due to its its almost "straight" line rise. Before 2011 SPY was rather highly volatile compared with the last 4+ years.
Over the last 3-year period used in the Link the Annual Reuturn would have been almost 20% per year over the Invested capital.

My Demo Vortex AIM Portfolio on SPY Annual ROTAI Yield of 27,33 % as of April 30, 2015.
Current Details on US$:

Start Capital = 20000
Added Capital in Stages = 30000
Current Reserve = 46031
Total investment = 7139
Weighted investment = 7447
Interest earned= 2022 (1)
Share number = 100
Share price = 208,46
Share value = 20846
Trading cost = 458
Dividend = 1148
Profit Total= 13707
Profit on Equity = 11685 (Discounting interest earned on Reserve)
ROTAI Yeild on alone Equity gain = 23,3% annually based on Invested not counting interest gain.

Interesting to note is the advantage AIMing over the buy and Reference Buy & Hold Case for SPY Discounting interest earning My AIM Yield as the Time Average Investment. . . as an approximate Buy & Hold Equivalent under the ROTAI Yeld Method for SPY for 4,33 years is about 3,5 % higher then the Buy * Hold for SPY over the last 3 years. OK, the Investment periods are not the same so I would have to make an adjustment for that.

(1) In July 2014 Interest rate on Reserve was changed for 2% to 1%. Currently the Bank interest in Holland is 0,9%.