RE i-AIM. Here's a interesting i-AIM run K. I set it so the share price starts at $10/share, repeatedly drops 10% until it gets down to $1/share and then repeatedly rises 10% until it had doubled up from that $1/share price to $2/share price.
At the low the value of the portfolio was around 23% of the start date amount i.e. -90% share price decline, -77% portfolio value decline. After recovering to $2/share which is 80% below the start date share price, the portfolio value was down around -58%. After a recovery back to $6.66 type share price level the portfolio value was 66.6% of the start date amount. Thereafter however it had sold all of shares so that loss was locked in. Vealie's however might have avoided selling all shares. i.e. i-AIM definitely seems to need to include Vealies to be more well-rounded overall.
Combine i-AIM with a Vealie variant so that you never run out of shares and i-AIM looks most impressive. I've run a couple of comparisons to Ben-Graham and others and its scaling seems to be superior
The following doesn't include Vealie's - is just a straight i-AIM
Share Price
Stock Purchase Power of available cash (AIM Stock Value)
SAFE (10% of the previous above)
# Actual Shares Held
Available Cash $
Portfolio Control
AIM raw advice # Shares
Actual Market Order # Shares
Market Order $ Value
Total Value
10.00 500 50 500 5000 500 10000
9.00 556 56 500 5000 500 56 0 0 9500
8.10 617 62 500 5000 500 117 56 450 9050
7.29 624 62 556 4550 500 124 62 450 8600
6.56 625 62 617 4100 500 125 62 410 8150
5.90 625 62 680 3691 500 125 62 369 7704
5.31 625 62 742 3322 500 125 62 332 7266
4.78 625 62 805 2989 500 125 62 299 6838
4.30 625 62 867 2690 500 125 62 269 6423
3.87 625 62 930 2421 500 125 62 242 6023
3.49 625 62 992 2179 500 125 62 218 5639
3.14 625 62 1055 1961 500 125 62 196 5271
2.82 625 62 1117 1765 500 125 62 177 4920
2.54 625 62 1180 1589 500 125 62 159 4587
2.29 625 62 1242 1430 500 125 62 143 4272
2.06 625 62 1305 1287 500 125 62 129 3973
1.85 625 63 1367 1158 500 125 62 116 3692
1.67 625 63 1430 1042 500 125 63 104 3427
1.50 625 63 1492 938 500 125 63 94 3178
1.35 625 63 1555 844 500 125 63 84 2944
1.22 625 63 1617 760 500 125 63 76 2726
1.09 625 63 1680 684 500 125 62 68 2522
0.98 625 63 1742 615 500 125 63 62 2331
1.08 511 51 1805 554 500 11 0 0 2509
1.19 465 46 1805 554 500 -35 0 0 2704
1.31 423 42 1805 554 500 -77 -35 -46 2919
1.44 416 42 1770 600 518 -101 -60 -86 3151
1.59 433 43 1710 686 547 -115 -72 -113 3398
1.74 458 46 1638 800 583 -125 -79 -138 3658
1.92 489 49 1559 938 623 -134 -85 -164 3930
2.11 522 52 1474 1101 665 -144 -92 -193 4213
2.32 558 56 1382 1295 711 -154 -98 -227 4504
2.55 596 60 1284 1522 760 -164 -105 -267 4803
2.81 637 64 1180 1789 813 -176 -112 -315 5104
3.09 681 68 1068 2104 868 -188 -120 -370 5404
3.40 728 73 948 2474 928 -201 -128 -435 5697
3.74 778 78 820 2909 992 -214 -137 -511 5976
4.11 831 83 683 3420 1061 -229 -146 -601 6231
4.52 889 89 537 4021 1134 -245 -156 -707 6452
4.98 950 95 381 4728 1212 -262 -167 -831 6625
5.48 1015 102 214 5559 1295 -280 -178 -977 6731
6.02 1085 109 36 6536 1385 -299 -191 -1149 6751
6.63 1160 116 -155 7685 1480 -320 -204 -1351 6657
Regards. Clive.
PS the cell formula I used are as follows for the first two rows (rows three onwards are just a repeat of row 2)
10.00 =E3/A3 =B3*0.1 =5000/A3 5000 =B3 =E3+(D3*A3)
=A3*0.9 =E4/A4 =B4*0.1 =D3+H3 =E3-I3 =IF(H3<0,F3-(H3/2),F3) =IF(B4>F4,B4-F4,-(F4-B4)) =IF(ABS(G4)>C4,IF(G4<0,G4+C4,G4-C4),0) =H4*A4 =E4+(D4*A4)
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