Home > Boards > Free Zone > A.I.M. > A.I.M. "In Depth" Q&A (AIMQ&A)

Hi Tom.

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (1) | Next 10 | Previous | Next
ls7550 Member Profile
Followed By 11
Posts 2,626
Boards Moderated 2
Alias Born 01/05/04
160x600 placeholder
Top Company News of the Day
The waiver allows Credit Suisse's investment adviser affiliates to keep doing business following an SEC settlement, but the Republican says some requirements could be harmful.
Canada Antitrust Watchdog Probes Google Conduct in Online Ad Market -- Update
Canada Antitrust Watchdog Probes Google Conduct in Online Ad Market
USDA Reports Drop in Cattle Placed on Market
Wheat Rises on Tighter Supply Picture -- Daily Grain Highlights
Warren Buffett Tenders Cattolica Stake as Generali Takeover Edges Closer, Source Says
Front Month Nymex Natural Gas Fell 2.40% This Week to Settle at $5.2800 -- Data Talk
Front Month Nymex RBOB Gasoline Fell 0.17% This Week to Settle at $2.4821 -- Data Talk
Trustmark National Bank To Pay $5 Million To Settle Lending Discrimination Claims
3Q GDP Seen +3.0% -- Data Week Ahead
U.S. Oil-Rig Count Falls by Two in Latest Week, Baker Hughes Says
American Express on Track for Record High Close -- Data Talk
UK Takeover Panel Suspends Timetable on Ganfeng's Offer for Bacanora Lithium
S&P Global, IHS Markit Get Conditional Approval From European Commission for Deal
FTSE 100 Closed Up as It Shrugs off the Week's Negative Sentiment
STOXX Europe 50 Index Ends the Week 0.25% Higher at 3637.18 -- Data Talk
EURO STOXX 50 Index Ends the Week 0.14% Higher at 4188.81 -- Data Talk
STOXX Europe 600 Index Ends the Week 0.53% Higher at 471.88 -- Data Talk
FTSE 100 Index Ends the Week 0.41% Lower at 7204.55 -- Data Talk
DAX Ends the Week 0.28% Lower at 15542.98 -- Data Talk
CAC 40 Index Ends the Week 0.09% Higher at 6733.69 -- Data Talk
S&P Global's Acquisition of IHS Markit Gets Conditional Green Light From EU
Walmart on Track for Longest Winning Streak Since September 2019 -- Data Talk
Snap Inc. Down Over 23%, on Track for Record Percent Decrease -- Data Talk
Watchdog Criticizes FAA Oversight Of American Airlines Maintenance
Creatd Shares Jump After Unit Signs Alexis LaRue
ls7550   Thursday, 06/04/20 06:04:03 PM
Re: OldAIMGuy post# 359
Post # of 367 
Hi Tom.

Ah! Ye-old Lotus-123 charts in that link bring back memories :)

In another post https://investorshub.advfn.com/boards/read_msg.aspx?message_id=155969449 I indicated how since 2000 has been somewhat similar to the 1970's, the era that drove Lichello to devise the original classic 50/50 AIM.

Looking at how a all stock investor who started in 2000, applying a 4% SWR out of total returns ... and in inflation adjusted terms had they persisted with that to present/recent then ...

they'd be sitting on inflation adjusted portfolio value of around 25% of the Jan 2000 start date $100,000 amount. Ouch!

Standard AIM, 50% initial cash, 10% SAFE and Min Trade Size would have seen % cash dip near to perfect timing of the 2009 declines, and have subsequently rebounded back up to 50% % cash levels, averaging 33% cash overall since 2000.

AIM of just stock price (S&P500), no dividends nor cash interest included, would be up in inflation adjusted terms by 35%, but did see dips down to be lagging inflation at times.

Depending on where/how you had cash invested then along with dividends the combined dividends + cash interest from stock + cash holdings might have paid out a average 3.7%/year 'salary' (income) according to my approximation/cash for preferred choice of 'cash' holdings over that period. So pretty much broadly offset inflation + providing a 4% inflation adjusted income type outcome from standard AIM since 2000.

Pretty much adds further to that post suggesting since 2000 being like the 1970's over again observation.

Unlike the 1970's where events/circumstances had high interest rates (low prices) after investors took large hits, we are seeing the complete opposite of very low interest rates/high prices. So whilst investors whose portfolios did get through the 1970's bad times were relatively quickly compensated subsequently (the great 1980's/90's Bull run), we're perhaps unlikely to see such compensation any time soon.

Regards. Clive.

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (1) | Next 10 | Previous | Next
Follow Board Follow Board Keyboard Shortcuts Report TOS Violation
Current Price
Detailed Quote - Discussion Board
Intraday Chart
+/- to Watchlist
Consent Preferences