A.I.M. Users Bulletin Board

[OldAIMGuy]

Re: Reviewing our results.................

I noted today when looking at my Schwab accounts that they have a heading called "Realized Gain/Loss." When checking my various portfolios for the Year To Date, I find my ratio is generally above 90% gains with some being at 99+%. In most cases, for the YTD the only losses were in short term bond funds I use for "cash equivalent" storage. They are miniscule losses compared to the various account's gains.

So, if you happen to have a Schwab account, check out this feature. I think if our AIM activities can give us 90% gain success, that speaks well for what we're doing. 2025 hasn't offered a lot of trading in my AIM accounts, but the success ratio is significant and I think Mr. Lichello would be pleased.

This type of feature might be available on other brokerage sites, but I don't have a way of checking.

Best wishes,
OAG Tom