Hi Clive, You have a good detailed reply as usual. While the standard AIM SP500 may still be in hold zone, I think the main reason I've had buys in my ETFs is I've been using a percentage increase in PC in those ETFs I want to accumulate. So some of it has to do with my personal method and situation. I'm right now about 38% in cash and would like to go down to about 20%, so I'm using as high as 17% PC annual increase in those ETFs such as SCHX that I want to accumulate. Other AIM programs in individual stocks and CEFs I use standard AIM with no PC increase and in fact delaying the buys in those as I don't think they're that suitable for AIM.
I thought of AIMing the leveraged 2x or 3x ETFs but never have. These have much higher expense ratios, about ten times of the underlying 1x index ETF.
I don't believe calculating the return on capital at risk is a good way of assessing performance-- maybe it's fine as a marker but what counts is the total performance, which is why I'm aiming for 20% cash.
Adam
