Welcome MM, Re: Spreadsheet...................
It looks quite comprehensive at first glance. I like the histograms you've chosen to track the various aspects of AIM's activity.
In terms of AIM, it would appear the spreadsheet is set up as "original" AIM with 50% allocations to both equity and cash as the starting point. It is set up for "Weekly" review rather than what Mr. Lichello thought was adequate as monthly. The world has changed since he first wrote his book and personally I review my AIM engines weekly, also.
The rather large margin buying in the Gold stock history is interesting. I've often thought AIM might be the only logical portfolio management tool that could be used with margin. Most of history shows very large margin buying nearer the tops of markets, not near the bottoms. AIM generally would prohibit such ill advised borrowing. It would be busy raising cash near the market tops. It would also require a decent discount before using any of that cash to add shares. It would take a rather heavy dose of fortitude to continue buying with borrowed money after AIM's cash ran out but AIM's guidance might be helpful. Further, upon market recovery, AIM would work to end that margin position quickly and eliminate the debt expense. (I didn't note whether you changed the "interest rate" during times of negative cash to reflect margin borrowing)
If you could, give us a list of any points where you may have deviated from AIM "by the book" and an explanation of the reasons. That would be helpful. I didn't notice any, but then I wasn't thorough.
Can this spreadsheet be translated to Excel? I'm not familiar with Google Sheets to know how it differs from Excel.
Thanks again for offering the spreadsheet. I know there are others here who have also added histograms to their own AIM histories and will enjoy what you've done.
Best wishes.
Old AIM Guy, Tom
Buy from the Scared; Sell to the Greedy.....
