Friday, December 29, 2017 1:14:43 PM
Re: One more AIM trade in the books for 2017...............
In my "Ultimate Buy and AIM" (UBA) portfolio we sold 5% of DLS today at $77.0003 to bring the Cash Reserve up to 22% in this holding.
Mr. Buynhold would have gained just 5.3% since November of 2007 (plus dividends) where in the UBA portfolio thorough AIM's assistance, I'm up 35.8% plus dividends. 7X Mr. Buynhold's return.
DLS represents just one component of the UBA portfolio and the ex-US positions seem to all move in concert. So, activity in DLS is similar to the other ex-US holdings. All did quite well in 2017.
I've been in "cash control" mode in this holding since the last buy at $53.32 with 6 'vealies' in succession. The current sale represented a 44% LIFO gain since that Jan, 2016 buy. Finally the cash has been diluted enough to justify a Sell trade, just in time for year's end. Cash is currently 22% after this Sell (was 18% before trade).
Portfolio position rose in value by 21.9% since the year began (exclusive of dividends). I'll take that as often as possible.
Happy New Year..................
In my "Ultimate Buy and AIM" (UBA) portfolio we sold 5% of DLS today at $77.0003 to bring the Cash Reserve up to 22% in this holding.
Mr. Buynhold would have gained just 5.3% since November of 2007 (plus dividends) where in the UBA portfolio thorough AIM's assistance, I'm up 35.8% plus dividends. 7X Mr. Buynhold's return.
DLS represents just one component of the UBA portfolio and the ex-US positions seem to all move in concert. So, activity in DLS is similar to the other ex-US holdings. All did quite well in 2017.
I've been in "cash control" mode in this holding since the last buy at $53.32 with 6 'vealies' in succession. The current sale represented a 44% LIFO gain since that Jan, 2016 buy. Finally the cash has been diluted enough to justify a Sell trade, just in time for year's end. Cash is currently 22% after this Sell (was 18% before trade).
Portfolio position rose in value by 21.9% since the year began (exclusive of dividends). I'll take that as often as possible.
Happy New Year..................
Best regards,
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