A.I.M. Users Bulletin Board

[old_john]

Good morning Tom. Thank you for this reminder about the Permanent Portfolio. I have always been a big fan of Clive's work. Another terrific contributor to this forum.

I actually now remember discovering a similar version several years ago. I had completely forgot about it !!! Primarily because it was a momentum strategy - based upon an entry when an asset's price rose above it's 200-day moving average (I think). It seemed to miss a lot of potential buys at low prices that AIM is good at capturing.

The question remains - when is a good time to start a position? There are no guarantees but I'm thinking of starting new AIM positions only when an asset's price falls below it's 200-day moving average - maybe by 1 or 2 standard deviations? Not sure, I definitely need to do some back testing ...