Tuesday, October 04, 2022 1:09:41 PM
AIMing through tough times...............................
Here's a look at my various portfolios through the end of September:
U.S. Sector ETFs
Cash reserves have been drawn down while AIM issued buy orders for essentially all business sectors of the S&P 500. In this portfolio I'm using Invesco's "Equal Weight" Sector ETFs as individual AIM engines. The histogram represents the sum of those individual sectors through time.
International Style ETFs
There's been no immunity to Putinitis in 2022. Again, reserves of cash have been drawn down while averaging down in each sleeve of this portfolio. There are 9 ETFs in total here from various suppliers in three categories of capitalization, growth and value and includes exUS REITs and Emerging Markets for a pretty complete international exposure.
Tom's Simple Contributory IRA
The "growth fund" (Vanguard's VUG has suffered through 2022 as much of other growth funds have. Monthly contributions are divided up using Mr. Lichello's "Twinvest" method which is Dollar Cost Averaging with a Brain. Each month some goes to the Growth side and the residual to the Cash side. The ratio varies by the share price change in the Growth side. During market swoons, it increases its purchase size of the Growth side using monthly residual cash plus stored cash from the Reserve side.
Tom's 10 Company Stock "Sandbox" Portfolio
In this portfolio each company stock is its own AIM engine. Again, what you see in the graph is the summary of those ten positions. Because the Sandbox contains individual company stocks and not mutual funds, I let the cash reserve level run higher in general than for the ETF portfolios. Individual Company Risk is the reason. This portfolio has actually held up better than the others so far in 2022. Currently it's 74% invested/26% cash. It's down about 13% for the YTD which isn't bad compared to the major indexes.
Best wishes,
OAG Tom
PS: Cash Reserves here include interest and dividends in each cash.
Here's a look at my various portfolios through the end of September:
U.S. Sector ETFs
Cash reserves have been drawn down while AIM issued buy orders for essentially all business sectors of the S&P 500. In this portfolio I'm using Invesco's "Equal Weight" Sector ETFs as individual AIM engines. The histogram represents the sum of those individual sectors through time.
International Style ETFs
There's been no immunity to Putinitis in 2022. Again, reserves of cash have been drawn down while averaging down in each sleeve of this portfolio. There are 9 ETFs in total here from various suppliers in three categories of capitalization, growth and value and includes exUS REITs and Emerging Markets for a pretty complete international exposure.
Tom's Simple Contributory IRA
The "growth fund" (Vanguard's VUG has suffered through 2022 as much of other growth funds have. Monthly contributions are divided up using Mr. Lichello's "Twinvest" method which is Dollar Cost Averaging with a Brain. Each month some goes to the Growth side and the residual to the Cash side. The ratio varies by the share price change in the Growth side. During market swoons, it increases its purchase size of the Growth side using monthly residual cash plus stored cash from the Reserve side.
Tom's 10 Company Stock "Sandbox" Portfolio
In this portfolio each company stock is its own AIM engine. Again, what you see in the graph is the summary of those ten positions. Because the Sandbox contains individual company stocks and not mutual funds, I let the cash reserve level run higher in general than for the ETF portfolios. Individual Company Risk is the reason. This portfolio has actually held up better than the others so far in 2022. Currently it's 74% invested/26% cash. It's down about 13% for the YTD which isn't bad compared to the major indexes.
Best wishes,
OAG Tom
PS: Cash Reserves here include interest and dividends in each cash.
Buy from the Scared; Sell to the Greedy.....
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