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Re: galtinvestor post# 42790

Tuesday, 03/13/2018 8:05:23 PM

Tuesday, March 13, 2018 8:05:23 PM

Post# of 47072
Hi Galtinvestor, Part of the problem is that there is not all that much dialog about specific positions or what metrics that might be considered to chose them.

As to your comment about SOXL, I just tested an AIM 5 year with $20,000 with 20% cash, 10% minimum share sale, 10% buy and sell safe and I didn't come up with the same result you did. Including dividends I got $102,983 total, quite good, but $27,017 less that you go.

So I went back and created a new spreadsheet that put $1,000 in every quarter over the same five year like you suggested. I started 4/1/2013, a $1000 for shares at $10.13/share. I rounded to whole shares, 99 shares for the first purchase.

Date Current Bought Total
Price Shares Shares
4/1/2013 $10.13 99 99
7/1/2013 $12.41 81 180
10/1/2013 $14.63 68 248
1/1/2014 $16.51 61 309
4/1/2014 $20.95 48 357
7/1/2014 $24.40 41 398
10/1/2014 $27.63 36 434
1/1/2015 $28.70 35 469
4/1/2015 $32.61 31 500
7/1/2015 $26.61 38 538
10/1/2015 $26.95 37 575
1/1/2016 $20.51 49 624
4/1/2016 $23.20 43 667
7/1/2016 $37.55 27 694
10/1/2016 $45.77 22 716
1/1/2017 $64.11 16 732
4/1/2017 $76.44 13 745
7/1/2017 $93.17 11 756
10/1/2017 $147.96 7 763
1/1/2018 $173.91 6 769
3/1/2018 $201.28 5 774

Total $155,790.72

So I'm not sure how you got the figure of $140,000.

This is a perfect example of why a B&H outdoes AIM during a bull market but will not do as well when there is a major correction.

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