A.I.M. Users Bulletin Board

[jaiml]

AIMing Healthcare Stocks

Is anyone AIMing individual Healthcare/pharma stocks? they keep popping up on my screener (a custom AIM screener I am developing) from the universe of Russel 3000:

Examples: CARA, EDIT, RCKT.

I AIM'ed each individually using standard AIM settings (50% cash, 10% SAFE, 10% MTA). bhCAGR denotes the buy and hold value. AIM CAGR is a remarkable beat:




I then backtested a portfolio of $60K with $30K total stock ($10K in each stock) and $30K in pooled cash. The results are among the best I have seen in my backtesting so far, not just from the perspective of beating the underlying buy and hold, but also in terms of mixing healthcare stocks together; they each zig/zag at different times:

These are the results using monthly reviews. The black line is the total portfolio value (stock plus cash) and the blueline is the stock buy and hold:



and with weekly reviews the results get better:



Notice how in the above the b/h is back to its late 2019 levels, yet AIM is still further above those levels.