InvestorsHub Logo
Followers 139
Posts 15219
Boards Moderated 6
Alias Born 01/29/2002

Re: karw post# 47091

Thursday, 05/16/2024 10:20:55 AM

Thursday, May 16, 2024 10:20:55 AM

Post# of 47132
Hi K, Re: ING history since 2019.............

Thank you for the concise summary and comments. Your Total Return (TR) including AIM trades, Price Appreciation and Dividend Capture looks very handsome. I sometimes look at the contributions made by each of these goals. In your case, Price Appreciation has contributed over 36% to the total return. 5 years of accumulated 5% dividend capture on average would have contributed around 25% to total return. It would appear that AIM's Volatility Capture also contributed very nicely to the T.R. With a slight negative "cost price" at the end suggests you've doubled value in that 5 year period or roughly a 14+% average annual return!

It's nice when a Plan works!

Best wishes,
OAG Tom

Buy from the Scared; Sell to the Greedy.....

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.