I think you guys may be talking of AIMing several equities together under one account.
ET, you got it! Called my AIM, my portfolio or my own fund. Tom calls it the "Macro" view.
For the 1st couple of years I thought that "Diversification" was nutty, but then I got more dip with my chips than I imagined possible! So I then realized like with my business, that product mix is what brings home the bacon on a YOY basis. So I branched out and found out that I was buying & selling in different industries at different times.
The following statement you made may be the best overall statement I have ever read in regards to what AIM is really ment to do.
Of course once you believe an equity has run its course there is no reason not to switch it for another no matter how you use AIM.
Every good warehouse manager needs to do inventory at least once a year and prune the slow moving items from the shelves. The cost of owning dead inventory eats into your potential profits.
Leave out the "you believe", know and believe. Note when you speak of "dead inventory", you don't classify it as profitable or non profitable. Most won't understand that both can be "dead inventory" as you have very well pointed out. Very well said!!!
Thxs
LemonHead
PS - I don't intend to single just this post by ET, all others where just as important to me. AIM has reached a very high awareness since the "Pie Graph" on Tom's site now includes the AIMer's from around the world. Wonderful! Wonderfur!
How's that for a "One Haired" RedNeck that once washed his hands often during the Clinton White Water Days!
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