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more.......CASH

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karw   Sunday, 02/24/02 04:30:27 PM
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more.......CASH

CASH: Combined Aim Synchrovest Holding.

This weekend I had a fresh look at my multiple security AIM machine(which i will call CASH from now on) and saw that I could have done things differently. Up till now CASH was managed only by AIM Buys and Sells. I could have had a few SynSells if I had lowered my Sell Percentage to 20%.

Well i made a few observations:

1. AIMBuys and AIMSells are very simple events:
-AIMBUY, move money from AIMcash to the Syncash
-AIMSELL, move money from Syncash to the AIMcash

2. There is no dead equity. This was an issue raised somewhere on the AIMusers Forum.
One could sell all in one go!
One could sell a certain security with a 10% profit.

All securities can be bought or sold concurrently. With a one security AIM you buy quanta or sell quanta, while the rest of your holding is only elastic. Not with CASH. There is still elasticity, more complex because of the multiple components. But the securities all behave independently and are available for Buy action and Sell action. The whole machine comes alive! This could happen at the AIM evaluation point(once a month), but also in between(weekly, or at limit).

3. With CASH one can easily use GTC or limit orders for Selling. (means we have more limit orders to enter every two months) The limit order is set at Synsell level for a certain security.

4. Synbuying could be Synchrovest based where for example one security has for example access to 10% of the Syncash(this could be an accessibility parameter). Synbuying could be weekly dripfeeding in deserving securities, could be in one go a new security or an Add to an existing security(RotBuy). Money could also stay in Syncash during Buy analysis. I think one would buy securities which have the lowest investment multiplier, or spread the Buy over multiple low multiplier securities.

-------------------------------------------------------------
Why bother with a multiple security machine anyway?
I already had one, it is a fact of life, it was my garbage bin: in it were terminated one security AIM machines, equity bought on impulse, leftovers and all sorts of bits and pieces. I have 21 securities in CASH, one stock, one ETF, sectorfunds, countryfunds and old fashioned mutual funds. To put it under AIM management sort of legitimized it:).

I see now more possibilities for active portfolio management. I am even thinking of dropping my RotSell percentage to a SynSell of 20%, to increase action. Don't know yet, it is a new game for me. Luckily my CASH spreadsheet does not need many changes because I already had an average Buy price divided by actual price table in my CASH spreadsheet.

When I see more new functionality in CASH, I will post it here.

Cheers, K



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