A.I.M. Users Bulletin Board

[OldAIMGuy]

Hi Clive and Dan, Re: phasing into an AIM position...........................

My brother suggested a modified form of Mr. Lichello's "Twinvest" for phasing into a new AIM position over time. He named it TermVest. You select the term over which the lump sum is to be worked into the market position and Termvest would give you the amount you should add each period to have it fully deployed by the end of that term.
https://web.archive.org/web/20120902234042id_/http://www.aim-users.com/qanda.htm#q5
It helps with opportunity risk and is responsive to any severe market moves while the term plays out.

At the end of the term, the account will have both equity and appropriate cash and be ready to be turned over to AIM for continued investment management. If one treats each term purchase as an addition to the program, then the Portfolio Control would be the sum of all those additions. Again, it would be an appropriate PC starting point for AIM management going forward.

Hope this helps,
OAG Tom
Chairman - OAGEW (Old AIM Guy Equity Warehouse)