A.I.M. Users Bulletin Board

[OldAIMGuy]

Hi Allen, Re: Emerging Markets ETFs......

When I started this AIM sleeve in my Intl ETF portfolio I used my plain vanilla settings:

Rule Set for Trading......... 
 Resistance, Buy = 10%, Sell = 0.0% 
 Min Buy = 6% of shares, 5% of PC 
 Min Sell = 5% of shares, 5% of PC 
 Max Cash = MRI "Funds" value, use 'vealies' when achieved. 
 -------------

There's no time restriction on trades other than on the buy side (generally wait 4 weeks between sequential buys). Here's what the actual trade history looks like:

DATE          Shares Bot     Shares Sold     Price/Share	 
 6/19/2018 	72.0000	       0.0000	       49.6420 
 1/24/2018	 0.0000       63.0000	       56.5050 
 1/19/2018                    "vealie" 
 1/5/2018                     "vealie" 
 9/15/2017       0.0000       66.0000	       50.8370 
 8/24/2017  	 0.0000	      70.0000	       48.3200 
 5/25/2017 	 0.0000	      74.0000	       45.9976 
 2/15/2017       0.0000	      77.0000	       43.5700 
 7/29/2016	 0.0000	      82.0000	       41.4100 
 1/4/2016      121.0000        0.0000          34.0290  (larger order) 
 11/18/2015	86.0000	       0.0000	       36.3800 
 9/11/2015     153.0000	       0.0000	       36.8800  (larger order) 
 8/6/2015     	72.0000	       0.0000	       39.6600 
 7/7/2015 	68.0000	       0.0000	       41.5700 
 12/7/2014	64.0000	       0.0000	       43.1490 
 8/31/2014  	 0.0000	      56.0000	       50.0900 
 7/6/2014                     "vealie" 
 3/30/2014                    "vealie" 
 2/16/2014    1124.0000	       0.0000	       44.9650

My starting cash was 27% which looks like it came from my market risk indicator at the time. I don't guaranty all these trades were exactly by my rule set at the start, but they generally followed them. All were in good faith following Mr. Lichello's general guidance. Over the years I've found it better to keep to a rule set through thick and thin rather than attempt to guess the next phase of the stock market. My results aren't "optimized" but they've been acceptable. I still prefer 20/20 Hindsight over a 50/50 Guess!

The two larger buys in Sept, 2015 and Jan, 2016 may have been formula driven or might have coincided with my market risk indicator's lower value. January of 2016 was the latest "Low Risk" signal for it. I didn't make notes at the time, so can't verify it. I've shown where I used "vealies" to expand Portfolio Control instead of selling when cash was fully funded. "Vealies" raise both the Next Sell and the Next Buy prices so conserve shares in a rising market and get cash back to work a bit sooner when market start to decline. Also, I note that in Feb, 2018 I indexed the Portfolio Control upward to compensate for the previous year's dividend. This also raises both the next buy and sell prices.

Please understand that this is the history as it unfolded and not a recommendation of what is best. As a friend is fond of saying, "It is what it is.............."