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Re: Investor Will post# 46410

Saturday, 02/11/2023 11:06:56 AM

Saturday, February 11, 2023 11:06:56 AM

Post# of 47133
Hold Zone.

Hi Will.

I am probably using the same base spreadsheet except I have adapted it to include "virtual shares" - so the columns will not match up to yours. I take trades as they come and do not wait for the monthly reviews. But you have to be prepared for quicker and perhaps deeper drawdowns. Sometimes this is not easy to do.

I can't remember who shared the following formulas on this forum. But they are what I use:

Next Buy = (Portfolio Control - Min Buy$) / ( Total Shares X (1+ Buy Safe% / 100 ))

Next Sell = (Portfolio Control + Min Sell$) / ( Total Shares X (1 + Sell Safe% / 100 ))

Hopefully somebody with more AIM experience can double-check to see if these are correct.

All the best,
old john

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