Hi MM, This first one will be near and dear to your heart........
The 131% isn't even back considering this is a five year old investment. Mr. Buynhold made 79% while being totally at risk the entire time. I think that makes our AIM gain even more impressive. The AIM account during this rather non-idyllic period of time was 77.9% invested on average for the period. So the ROCAR would appear to be more than double the Buy and Hold gain - 168% return on (average) capital at risk. Not bad.
01/21/2001 Account started with 382 shares at $16.75 and $3601.50 Cash Reserve.
02/05/2001 Bought 72 shares @ 13, and Portfolio control changed from 6398 to 6866 .
02/12/2001 Bought 24 shares @ 13.13, and Portfolio control changed from 6866 to 7024 .
02/19/2001 Bought 39 shares @ 12.44, and Portfolio control changed from 7024 to 7267 .
04/02/2001 Bought 27 shares @ 12.19, and Portfolio control changed from 7267 to 7432 .
05/07/2001 Sold 49 shares @ 16.86.
05/21/2001 Sold 57 shares @ 19.12.
06/18/2001 Bought 61 shares @ 13.7, and Portfolio control changed from 7432 to 7850 .
07/16/2001 Bought 42 shares @ 13.29, and Portfolio control changed from 7850 to 8129 .
07/23/2001 Bought 60 shares @ 12.4, and Portfolio control changed from 8129 to 8501 .
09/24/2001 Bought 54 shares @ 11.88, and Portfolio control changed from 8501 to 8822 .
07/23/2002 Bought 62 shares @ 10.7899, and Portfolio control changed from 8822 to 9156 .
11/22/2002 Sold 43 shares @ 15.2.
11/25/2002 Sold 51 shares @ 16.48.
07/16/2003 Sold 27 shares @ 17.15.
08/21/2003 Sold 32 shares @ 18.14.
11/02/2003 Sold 56 shares @ 20.29.
11/09/2003 Sold 46 shares @ 22.26.
12/21/2003 Sold 33 shares @ 23.90.
01/11/2004 Sold 20 shares @ 25.01.
01/18/2004 Vealie Portfolio control changed from 9156 to 9621.
06/06/2004 Bought 63 Shares @ 17.53 and portfolio control changed from 9621 to 10764 .
07/26/2004 Bought 33 shares @ 17.03, and Portfolio control changed from 10546 to 10827.
10/18/2004 Bought 42 shares @ 16.3, and Portfolio control changed from 10827 to 11169.
12/02/2004 Sold 27 shares @ 21.48.
03/06/2005 Sold 35 shares @ $24.84.
02/06/2005 Sold 42 shares @ $23.24.
04/04/2005 Sold 26 shares @ 26.10.
08/02/2005 Sold 33 shares @ 28.11.
11/01/2005 Bought 33 shares @ 21.37, and Portfolio control changed from 11169 to 11522 due to the purchase.
02/06/2006 Bought 41 shares @ 20.32, and Portfolio control changed from 11522 to 11939 due to the purchase.
05/24/2006 Bought 39 shares @ 19.57, and Portfolio control changed from 11939 to 12321 due to the purchase.
06/26/2006 Bought 38 shares @ 18.89, and Portfolio control changed from 12321 to 12680 due to the purchase.
07/24/2006 Bought 84 shares @ 17.14, and Portfolio control changed from 12680 to 13400 due to the purchase.
08/28/2006 Bought 49 shares @ 16.81, and Portfolio control changed from 13400 to 13812 due to the purchase.
10/16/2006 Sold 55 shares @ 22.97.
10/30/2006 Sold 147 shares @ 30.04.
Surely the longer AIM has to work with a stock as cyclical and volatile as APCC has been the better the end result.
Best regards, Tom