Home > Boards > Free Zone > A.I.M. > A.I.M. Users Bulletin Board (AIMUSERS)

Re: How does one handle a stock that

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (2) | Next 10 | Previous | Next
OldAIMGuy Member Profile
Member Level 
Followed By 108
Posts 13,776
Boards Moderated 6
Alias Born 01/29/02
160x600 placeholder
Walmart Files Pre-emptive Lawsuit Against Federal Government in Opioid Case
Walmart Inc. sued the federal government in an attempt to strike a pre-emptive blow against what it said is an impending opioid-related civil lawsuit from the Justice Department.
Intel Hit as Consumers Flock to Lower-Cost Laptops, Datacenter Chips -- Update
Top Company News of the Day
U.S. Stocks Close Higher as Investors Eye Stimulus Talks
AT&T Pinched by Cord-Cutting and Closed Theaters --4th Update
AT&T Pinched by Cord-Cutting and Closed Theaters --3rd Update
Intel Hit as Consumers Flock to Lower-Cost Laptops, Datacenter Chips
FDA Approves Gilead Sciences' Remdesivir Treatment for Covid-19
AMC Bonds Fall Despite Theater Reopenings -- Update
Goldman Seizing or Withholding $174 Million From Executives for 1MDB Case -- 4th Update
The U.S. vs. China: The High Cost of the Technology Cold War -- Journal Report
The Problem With Tech Monopolies, From Both Sides of the Political Aisle -- Journal Report
Goldman Seizing or Withholding $174 Million From Executives for 1MDB Case -- 3rd Update
Wheat Drops Amid Rain Forecasts for Major Growing Areas
U.S. Existing-Home Sales Rose 9.4% in September -- 2nd Update
China Economic Rebound Pushes Copper Prices to Multiyear High
Gucci Struggles as Pandemic Keeps Tourists Home
Correction to Wall Street Electric Car Article
Bayer's Request for Roundup Appeal Rejected by California Court
Goldman Seizing or Withholding $174 Million From Executives for 1MDB Case -- 2nd Update
U.S. Stocks Waver as Investors Eye Stimulus Talks
OldAIMGuy Member Level  Monday, 08/17/20 11:59:35 AM
Re: None
Post # of 44803 
Re: How does one handle a stock that rises like an equity bottle rocket?

Here's my AAPL account as AIM has managed it since 2014. Recent times have had AIM and me chasing it upward with incremental selling. Cash is now 45% of the portfolio's total value. That cash holding represents about 1.5X the total value of the holding including cash back in 2014.



This has been a far more successful position than I had guessed back 6 years ago. AIM has helped me control my exuberance to a rational level. Return On Capital At Risk (ROCAR) has been excellent. ROCAR is the portfolio's total return divided by the average amount (in decimal value) of the holding that was invested over time. In this case AIM has turned in a total return of 263% since starting. That was accomplished with just an average "at risk" percentage of 66.75%. So, ROCAR for this holding calculates to be about 394%. That's still not as good as Mr. Buynhold but is respectable, just the same. (Buy/Hold has risen 500% over this period).

Deeper buy cycles never occurred so cash, in this case, has held performance back some. Still, since the December, 2018 low AAPL's stock has moved a tremendous amount. I'm not certain I would have stayed with it all this time without AIM's assistance in managing the risk of investing here. (AAPL is held in a retirement account, so no ongoing taxation has occurred)

Best wishes,
OAG Tom

Buy from the Scared; Sell to the Greedy.....
Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (2) | Next 10 | Previous | Next
Follow Board Follow Board Keyboard Shortcuts Report TOS Violation
X
Current Price
Change
Volume
Detailed Quote - Discussion Board
Intraday Chart
+/- to Watchlist
Consent Preferences