Running the historical Analysis on PCU with weekly updating (to match the StockCharts graph) Starting with an original investment of $10.000. Time was 20 Oct 2004 through 19 Oct 2006.
Lichello's original AIM returned:
AUTOMATIC INVESTOR HISTORICAL ANALYSIS FOR PCU
======= PERFORMANCE =======
Current Portfolio Value: $17,069.69 (127 shares owned)
Profit or (Loss): $7,069.69
Simple Return: 71%
Annualized Return: 31%
Buy/Hold Portfolio Value: $29,086.64 (551 shares owned)
Buy/Hold Profit or (Loss): $19,086.64
Buy/Hold Simple Return: 191%
Buy/Hold Annualized Return: 71%
Return on Capital at Risk: 161.20%
Average % Capital at Risk: 43.86%
Analysis run on 20-Oct-06
Using AIM-HI
AUTOMATIC INVESTOR HISTORICAL ANALYSIS FOR PCU
======= PERFORMANCE =======
Current Portfolio Value: $21,198.89 (217 shares owned)
Profit or (Loss): $11,198.89
Simple Return: 112%
Annualized Return: 46%
Buy/Hold Portfolio Value: $29,086.64 (551 shares owned)
Buy/Hold Profit or (Loss): $19,086.64
Buy/Hold Simple Return: 191%
Buy/Hold Annualized Return: 71%
Return on Capital at Risk: 182.27%
Average % Capital at Risk: 61.44%
Analysis run on 20-Oct-06
Finally, using an "Aggressive" setting which are the standard 10/5 settings but with 0% cash reserve, and volume considerations turned on:
AUTOMATIC INVESTOR HISTORICAL ANALYSIS FOR PCU
======= PERFORMANCE =======
Current Portfolio Value: $29,354.13 (549 shares owned)
Profit or (Loss): $19,354.13
Simple Return: 194%
Annualized Return: 71%
Buy/Hold Portfolio Value: $29,086.64 (551 shares owned)
Buy/Hold Profit or (Loss): $19,086.64
Buy/Hold Simple Return: 191%
Buy/Hold Annualized Return: 71%
Return on Capital at Risk: 226.96%
Average % Capital at Risk: 85.28%
Analysis run on 20-Oct-06
In each case you'll notice a greater performance in the ROCAR return, but also each had an increasing greater amount of capital at risk. So the Aggressive mode finally beats B&H and with almost 15% less capital at risk. Quite a ride on that stock.
AIMster
AI
