Hi Ken, Re: Husky Spreadsheet.........
I hope someone has it, but unfortunately I don't.
Don put a lot of time, thought and effort into his various AIM-like strategies. The fog of time has set in and I don't remember details but it seems to me Husky could only spend x percent of remaining cash in any buy. This made buying to cash exhaustion nearly impossible. But, it also meant smaller and smaller buys the deeper the price cycle decline. This was sort of the antithesis of how AIM's model worked. I believe Don wrote Husky in response to the Dot Com bubble and collapse. So, cash conservation was a high priority.
Because of the robust cash side rule Husky could extend risk on the equity side to hold more shares longer, I believe. It's the Sell side of Husky that escapes my memory. I don't have any recollection as to what level of starting cash there was or other details. It seems to me that every purchase generated its own block sell target but am not sure about that, either.
Sorry I don't remember more of it. Don's efforts came along at a time when I was preoccupied with some other things, so I never tested Husky on my own. Sitting at the Brat Stop in Kenosha, Wisconsin looking at spreadsheets with Don, I could tell how excited he was with his model. One of our last lunches was on an August day with the temperature outside around 90+°F. We were both glad to be inside an air conditioned building. He had other models he was working on at the time and EZ-Money might have been one of them.
