Hi Clive, Re: Long history of AIM 90/10 index trades..............
1) A quick look shows ROCAR to put the 90/10 portfolio in a favorable light compared to 100% invested. (100% invested = 6.86%, 90/10 = 6.23%, ROCAR = ~6.97%)
2) how many vealies were exercised during that long period? It looks like 1982 to around 1984 would have had several as the cash was diluted by market price appreciation. 1989 to around 1997 was another similar period. Finally 2012 to 2020 might have had a few.
14 AIM trades with just under half being buys. With ???? vealies along the way. it appears to be a low effort management of risk and equity inventory.
Best wishes and thanks for the reivew,
OAG Tom
Buy from the Scared; Sell to the Greedy.....
