A.I.M. Users Bulletin Board

[OldAIMGuy]

Re: Sandbox AIM holdings..............

It appears that July will end with this account near its all time high.



AIM has been relatively busy with this portfolio. Each holding is run as
a separate AIM account.

              Activity in 2018 
 AIM Buys          AIM Sells          "vealies" 
    8                 8                   2

The account is 'up' year-to-date which pleases me. It's a mixed bag of
stocks and industries. 8 have nice dividends. I'd love for the average
Price/Book Value to be lower. Two have P/BV under 2, three under 3 but
the rest are higher. EW and AAPL have the highest P/BV. Highest BETA is
1.45 while the lowest is 0.85 according to Value LIne.

Biggest Price/Share gain is EW, up 299% since starting. That's followed
by AAPL with a gain of 147%. Others are newer holdings. Three are
currently 'under water' (MIC, SYNA and WBA) but have recovered from lows
earlier this year.

The Sandbox represents less than 10% of my overall investment portfolio.
It's in a retirement account, so there are no current tax implications from trading.